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New this year, our dedicated Benefits Survey was developed in direct response to participant feedback. This report presents survey findings and trends in healthcare, retirement, paid time off, wellness offerings, and other non-cash benefits — helping family offices better understand and design competitive total rewards packages.
The report includes responses from 153 family offices, family investment firms, and private trust companies. Benefits prevalence included:
Overall Prevalence
Health Insurance
Dental Insurance
Wellness Benefits
Vision Insurance
Life Insurance
Long-term Disability Insurance
Short-term Disability Insurance
Retirement Plans
Flexible Work Policies
Time Off
Leave Policies
Additional Benefits
PRE-ORDER NOTE: Orders for this report will start being fulfilled in early May.
New this year, our dedicated Benefits Survey was developed in direct response to participant feedback. This report presents survey findings and trends in healthcare, retirement, paid time off, wellness offerings, and other non-cash benefits — helping family offices better understand and design competitive total rewards packages.
The report includes responses from 153 family offices, family investment firms, and private trust companies. Benefits prevalence included:
Overall Prevalence
Health Insurance
Dental Insurance
Wellness Benefits
Vision Insurance
Life Insurance
Long-term Disability Insurance
Short-term Disability Insurance
Retirement Plans
Flexible Work Policies
Time Off
Leave Policies
Additional Benefits
PRE-ORDER NOTE: Orders for this report will start being fulfilled in early May.
