Family Office Survey

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Name (optional)

First Last

Email (optional)

Company Name(Required)

Only to make sure we are not receiving duplicate responses

Single Family Office or Multi-Family Office

Single Family Office

Multi-Family Office

Is there an active operating business (Single Family Office)

Yes

Average Client Size (Multi-Family Office)

Assets under management (“AUM”) or advisement (“AUA”) as of the end of 2023 (December 31, 2023).

Currency

Assets under management (“AUM”) or advisement (“AUA”) as of the end of 2023 (December 31, 2023).

CAD

Assets under management (“AUM”) or advisement (“AUA”) as of the end of 2023 (December 31, 2023).

USD

Assets under management (“AUM”) or advisement (“AUA”) as of the end of 2023 (December 31, 2023).

EURO

Year-over-year percentage change in AUM/AUA compared to the end of 2022 (December 31, 2022) (%)

Geographic location of Office(s)

Ontario

Quebec

Atlantic Canada

Prairies

British Columbia

United States

Europe

Asia

Other (please specify)

Geographic location of Office(s)

Please specify

Experience of organization in years since inception

Number of Staff

Products/Management

In-house

Third Party

Asset Allocation Breakdown

Cash

Fixed Income (Public)

Fixed Income (Private)

Equity (Public)

Equity (Private)

Real Estate (Public and Private)

Alternative Assets-ex Real Estate

Any beta not tied to equities or fixed income or real estate including commodities, infrastructure, farmland, timber, mining royalties, other such as intellectual property, music royalties, collectibles, cryptocurrency, etc

Alternative Strategies

Mainly hedge funds such as market neutral, long/short, event-driven, arbitrage, relative value, credit, risk parity, multi-strategy, fund of hedge funds, etc.

Are you invested in digital assets including cryptocurrencies (yes or no)

Yes

Geographic percentage breakdown of exposure (to each region)

Canada

United States

Other Developed Markets

China

India

Other Emerging Markets

2024 Allocations

Are you planning to increase, keep the same, or decrease your allocation to the following in 2024

Cash

Crypto Currency

Fixed Income (Public)

Fixed Income (Private)

Equity (Public)

Equity (Private)

Real Estate (Public and Private)

Alternative Assets

Alternative Strategies

Mainly hedge funds such as market neutral, long/short, event-driven, arbitrage, relative value, credit, risk parity, multi-strategy, fund of hedge funds, etc.

Rank the following as your top concern for 2024

Geopolitical Risk
Inflation
Recession
Other 1
Other 2

Other 1

Other 2

Do you Utilize Leverage?

Leverage %age

Does ESG significantly factor into your investment decision-making

Are you significantly involved with the next generation of your family/clients

What is your main motivation for allocating to alternative assets and strategies

Increased Returns

Diversification

Other

What is your main motivation for allocating to alternative assets and strategies

Other

What is your largest challenge when dealing with third-party alternative or private funds

Access
Fees
Liquidity
Transparency
Other

What is your largest challenge when dealing with third-party alternative or private funds

Other

On the asset allocation side, are you strategic, tactical, or a combination of the two

Strategic

Tactical

Combination of the two

How optimistic are you in general on risk assets in 2024