RBC与Campden报告：北美家办半数无完整接班计划，86%投资私募市场
ThinkAdvisor · 2026-10-09
RBC与Campden Wealth调查155家美洲家办，平均净资产约22.5亿美元。23%过去五年经历世代交接，但半数接班计划不完整或付之阙如；86%投资私募市场，直接投资占私募配置45%。显示传承治理仍落后于投资布局。
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.