When Canadian Family Offices put our Multi-Family Office Survey into the field last summer, we didn’t really know what to expect. This was our first such research effort, after all, and given the presumably small Canadian sample set and the industry’s assumed predilection for privacy, it was an open question as to whether anyone would bother to respond.
So it was something beyond a pleasant surprise that when we tallied the results, more than 50 multi-family offices had completed the survey, and the resulting report (which you can download here) offered what we think were tantalizing insights into the evolving family office landscape in this country.
One of our several mantras here at Canadian Family Offices is, “If something works, keep doing it until it stops working.” In that spirit, then, we are pleased to announce the launch of the 2025 version of our MFO survey.
Representatives of multi-family offices who completed last year’s questionnaire will find a few new and improved areas in this update. For instance, it takes a closer look at how MFOs offer investment product, puts more focus on services beyond investment management, and probes more deeply on asset allocation across global markets. Of course, we are ever cognizant that time is a finite resource, so even this bigger and better survey should take only a few minutes to complete. As well, any information you share will be kept confidential (unless you would like to talk to us directly about it, in which case feel free to contact us at newsroom@canadianfamilyoffices.com).
As many of our readers will know, there is a dearth of research into the Canadian family office landscape (relative to the U.S. and global markets) in general, and this survey is part of our long-term commitment to remedy that. As with the first MFO survey, the goal this year is to develop and share a deeper and more comprehensive understanding of multi-family offices in Canada, and to identify issues and explore best practices in this burgeoning corner of the financial services industry.
If you are a representative of a multi-family office and believe, as we do, that doing so is a worthwhile effort, then please take a moment to complete the survey.
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