In 2022, North American family offices achieved a 15% average portfolio return – two points above the global average of 13%. Despite inflation, skyrocketing interest rates and the looming economic downturn, 77% of families have seen their wealth increase and 56% have seen their AUM increase.¹ While ultra-high net worth (UHNW) investment teams have demonstrated resilience and remarkable growth during global market volatility – challenges still lie ahead.

In this eBook, we will walk you through:

• The impact of UHNW investing challenges and trends on family offices
• The top 7 priorities for UHNW investment teams in 2023
• How to set a higher standard portfolio data accuracy
• The best way to deliver unique portfolio insights to every family member

¹ “The North American Family Office Report 2022,” Campden Wealth Limited, 2023