Family Office Survey Report 2022

The Family Office Survey Report 2022 by Private Bank is a summary of responses collected from Citi Private Bank Family Office clients over a period of 30 days starting from June 7th to the first week of July 2022. The report includes views expressed by executives during the seventh annual Family Office Leadership Program held from June 6th-8th in Washington D.C. The responses provide insights into the current state of family offices, including trends, challenges, and investment opportunities. The report reflects the opinions of a diverse set of participants, including those with a focus on investment management, wealth management, and estate planning. The report provides valuable insights and data for family offices, wealth managers, and private banks to make informed decisions and shape strategies for the future.