Surveys
2008 OpsTech Benchmarking Survey
We created the OpsTech Benchmarking Survey to better understand the operations and technology you use and your plans for the future. The compiled results of the survey point toward a number of successful practices that family office executives rely upon to run their businesses. Take the survey and find out how you stack up against your peers.
The survey will take about 20 minutes to complete.
Everyone who completes the 2008 OpsTech Benchmarking Survey before December 31, 2008 will automatically be entered in a drawing to win a brand new Apple iPod Nano. Good luck!
2008 Family Office Investment Management Survey
We created the Family Office Investment Management Survey to benchmark the investment management process at work in today's modern single family office. The Survey compiles statistics gathered to provide specific, measurable, actionable, relevant, and timely benchmarks for the family office investment management function.
The Family Office Investment Management Survey is composed of two parts: one qualitative and one quantitative. The qualitative part of the Survey is the Questionnaire found at the URL above. The quantitative part of the Survey is a Cost Analysis which is available under separate cover from Jon Carroll of Family Office Metrics. Contact Jon Carroll at 212-847-7452 or via e-mail at jcarroll@fametrics.com for more information on the cost analysis.
This survey will provide you with a detailed look at the activities performed and the related costs of those activities for the family office investment function.
Participate in the Family Office Investment Management Survey and find out how you stack up versus other single family offices’ investment management function.