Research and Analytics
Global Family
wealth transit survey
Global Report on Asset Preservation Risks and Challenges for Families with a Net Worth up to $99M.
Our extensive research includes insights from 13 500 wealthy families across 18 countries, making it one of the largest global surveys on asset and capital transit issues.
13 500
Respondents
2 300
Verified respondents
18
Countries
29
Focus groups
197
Extra face-to-face interviews
5
Languages available
Key Points
23.7%
23.7% of capital founders are prepared to give up to 25% of their wealth in exchange for a guarantee that the rest will remain firmly within their family's control
92%
92% of capital founders consider the Source of Wealth Essay (SoWE) to be a document of little importance
4%
4% Only 1 out of 25 respondents clearly assess the depth of problem arising from KYC procedures and regulations
87.1%
87.1% of respondents keep records of personal and family capital at a poor or moderate level
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167 pages
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