RBC與Campden報告：北美家辦半數無完整接班計畫，86%投資私募市場
ThinkAdvisor · 2026-10-09
RBC與Campden Wealth調查155家美洲家辦，平均淨資產約22.5億美元。23%過去五年經歷世代交接，但半數接班計畫不完整或付之闕如；86%投資私募市場，直接投資占私募配置45%。顯示傳承治理仍落後於投資布局。
North American family offices upbeat, but half lack a full succession plan: RBC/Campden
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.