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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 325 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
Paid Holidays
Leave Policies
Additional Benefits
SPECIAL OFFER - Add the 2026 Family Office Compensation Report and receive a $500 discount.
At checkout, use the code: 2026BENEFITS
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 325 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
Paid Holidays
Leave Policies
Additional Benefits
SPECIAL OFFER - Add the 2026 Family Office Compensation Report and receive a $500 discount.
At checkout, use the code: 2026BENEFITS
