In the wake of Covid, black swan events have highlighted the continued need to prepare but have also exacerbated problems uncovered in the original 2019 study. Findings show that 42% of the workweek in family offices is spent on manual processes; double what was reported before. FundCount, together with the Family Wealth Report, builds on…
Research Reports
Family Office Focus – Efficiency in Accounting and Investment Analysis
Family offices spend up to 40% of working hours on manual processes. This is just one of the many findings detailed in Efficiency in Accounting and Investment Analysis, a comprehensive research report by Family Wealth Report in partnership with FundCount. Based on a survey of 44 firms worldwide and interviews with 20 senior executives representing…