We are proud to present the Family Enterprise Governance Report – a collaboration between UBS Family Office Solutions and Agreus.
Based on insights from 106 Family Office participants, this unique study examines governance across the full scope of a family’s enterprise, which encompasses the family, trustees, family office, investment program, business, philanthropy and family bank.
Download the full report to find out more about:
- The governance frameworks, structures, and policies that guide complex family enterprises
- Why formal governance tools alone are not sufficient
- The critical role of human capital in driving governance outcomes
- How families can engage with governance structures to achieve meaningful, sustainable results
About this survery:
106
participants globally
$ 2.4 billion
Average family net worth
63 %
Reported owning an operating company as source of the family wealth
Key insights include:
32% of Family Offices have a dedicated council – but those that do report stronger communication and decision-making.
Clear governance, defined roles, and succession planning are key traits of high-performing Family Offices.
Investment governance remains a challenge, but formal frameworks and independent expertise significantly improve oversight.
Family Offices that hired independent investment professionals via executive search firms reported 66% effectiveness in their Investment Committees.
Key Contacts
Tayyab Mohamed
Co-Founder of Agreus Group
tayyabm@agreusgroup.com
Paul Westall
Co-Founder of Agreus Group
paulw@agreusgroup.com