North American family offices upbeat, but half lack a full succession plan: RBC/Campden
ThinkAdvisor · 2026-10-09
The RBC and Campden Wealth survey of 155 family offices in the Americas (average net worth about US$2.25bn) found 23% had a generational transfer in the past five years, yet half have an incomplete or no succession plan. 86% invest in private markets, with direct deals 45% of that allocation.
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