Research and Analytics

Global Family
wealth transfer 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 transfer issues.

13 500

Respondents

2 300

Verified respondents

18

Countries

29

Focus groups

197

Extra face-to-face interviews

5

Languages lavailable

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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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6 pages

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