If you’ve ever researched the family office business, you probably realized that most of the available data is from the United States or elsewhere in the world. Maybe it applies to the Canadian market, maybe it doesn’t.
We editors of Canadian Family Offices want to change that. So we are launching a survey of multi-family offices in Canada. We are reaching out to executives of these firms, hoping they will participate and assist us in this effort.
This won’t work without the help of the multi-family office community. If you are a stakeholder at an MFO, please take the time to fill out this short survey (see link below).
Our goal is to obtain a clearer look at the sector and learn basic statistics that will help us produce more informative articles and reflect the state of this growing part of the wealth management industry. We hope the advisory community also sees the value in attaining some basic information about the Canadian sector.
We hope to gather data about the number of clients served, assets under management and which economic and family issues concern executives the most. This kind of data will also serve as a baseline for future surveys.
The survey is short (20 questions) and can be completed in 5 minutes. We ask that just one respondent from each multi-family office participates.
Canadian Family Offices’ marketing coordinator, Paris Hall, will be reaching out to executives in the next few weeks. Or they can find the survey here.
Thank you, from the editors of Canadian Family Offices,
Christina Varga
Dave Michaels
Please visit here to see information about our standards of journalistic excellence.