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This report presents survey findings along with trends impacting compensation. The 2025 survey included 53 key positions (expanded from the 2024 survey). While the Summary Report provides an overview across all firm types, the Premium report offers detailed breakdowns by firm types, including Full-Service Single Family Office, Investment-Focused Firms, Other Single Family Offices, and Private Trust Companies.
For leaders seeking a robust, data-driven approach, the Premium Report from Botoff Consulting delivers exceptional clarity and actionable value, including:
✔ Expanded Benchmarking & Firm-Specific Analysis – Adds significant data beyond the Summary Report to include 10th to 90th percentile compensation data, and detailed breakouts by AUM and firm type.
✔ Family Office Characteristics - Provides trends and data on staffing, operating costs, services provided, investment management assistance, governance, and more
✔ Detailed Insights on Incentive Practices - Annual and long-term incentive targets, plan prevalence, structure, and design based on firm-type and AUM. Access specific targets by job title for annual incentives and long-term incentives.
✔ Long-Term Incentive Plan Designs – Includes trends on plan design, development, and implementation. Understand long-term incentive trends, plan metrics, and overall core provisions, including eligibility and structure tailored to different roles.
✔ Investment Management - Details and insights on how investments are managed and asset allocation by AUM and firm type.
✔ Trust Management - Provides insight on how trusts are managed and administered, types of trusts used, governance, and most prevalent trust jurisdictions, broken out by AUM and firm type.
Compare the Summary vs. the Premium Report >
Important Note: If you are an advisor or your firm offers compensation or remuneration consulting services, please use this link to request a custom data cut.
This report presents survey findings along with trends impacting compensation. The 2025 survey included 53 key positions (expanded from the 2024 survey). While the Summary Report provides an overview across all firm types, the Premium report offers detailed breakdowns by firm types, including Full-Service Single Family Office, Investment-Focused Firms, Other Single Family Offices, and Private Trust Companies.
For leaders seeking a robust, data-driven approach, the Premium Report from Botoff Consulting delivers exceptional clarity and actionable value, including:
✔ Expanded Benchmarking & Firm-Specific Analysis – Adds significant data beyond the Summary Report to include 10th to 90th percentile compensation data, and detailed breakouts by AUM and firm type.
✔ Family Office Characteristics - Provides trends and data on staffing, operating costs, services provided, investment management assistance, governance, and more
✔ Detailed Insights on Incentive Practices - Annual and long-term incentive targets, plan prevalence, structure, and design based on firm-type and AUM. Access specific targets by job title for annual incentives and long-term incentives.
✔ Long-Term Incentive Plan Designs – Includes trends on plan design, development, and implementation. Understand long-term incentive trends, plan metrics, and overall core provisions, including eligibility and structure tailored to different roles.
✔ Investment Management - Details and insights on how investments are managed and asset allocation by AUM and firm type.
✔ Trust Management - Provides insight on how trusts are managed and administered, types of trusts used, governance, and most prevalent trust jurisdictions, broken out by AUM and firm type.
Compare the Summary vs. the Premium Report >
Important Note: If you are an advisor or your firm offers compensation or remuneration consulting services, please use this link to request a custom data cut.