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Research with the family office community.

We run ongoing qualitative research with principals, next-gen members, and family office operators. Findings shape our editorial agenda, our products, and the conversations we host. You can take part below in a short voice interview — about ten minutes — with our research agent.

Voice interview

Speak directly with our research agent. Hold the button to talk, release to send. The agent will introduce the study, ask a handful of questions, and wrap up. Nothing is published without your consent.

We'll ask for microphone access. Audio stays in this browser session and is sent to our research agent only when you release the button. You can stop at any time.

Ongoing studies

These are the research threads we're currently working on. The voice agent draws on the topics below to guide the conversation.

Recruiting participants

A day in the life of the principal

How principals actually spend their week — what gets delegated, what gets owned, and where the friction shows up.

  • What does a typical week look like for you?
  • Which decisions do you keep close versus delegate?
  • Where does most of your time get consumed unexpectedly?
Recruiting participants

Next-gen handover and learning

How families are preparing the next generation — formal programmes, informal apprenticeship, and what is and isn't working.

  • How is the next generation involved today?
  • What learning resources do you wish existed?
  • What does a "ready" successor look like to you?
In analysis

The family office tech stack

Mapping the patchwork of tools family offices rely on — accounting, reporting, document management, communication.

  • Which tools are core to your operating model?
  • Where is the biggest gap between tools and need?
  • What would you replace tomorrow if you could?
Upcoming

Wellbeing of family office staff

Examining workload, retention, and sense of purpose among family office operators and senior staff.

  • What keeps your best people around?
  • Where do you see burnout risk?
  • How do you measure team health, if at all?

Want to take part more deeply?

If you'd prefer a longer conversation with one of our researchers, or have a topic you think we should be studying, get in touch directly.

Contact the research team