By Family Office Guide Research · Published
Embeddable statistics and chart data for journalists, analysts and fellow researchers.
Attribution & licensing
All statistics and charts may be reproduced, embedded or quoted in editorial coverage with attribution. Please link to https://whatisafamilyoffice.com/benchmark-report-2026 when possible.
Source: 2026 Family Office Benchmarks Report — whatisafamilyoffice.com
Headline statistics
- ~8,000 — Estimated single-family offices worldwide
Up from ~6,000 in 2019
- $3.1T — Combined assets under management
Across single-family offices globally
Source: Campden Wealth / RBC Global Family Office Report 2023
- $3.2M — Median family office operating cost
Per year for SFOs serving one family
- $250M+ — Average AUM threshold to start an SFO
Median entry point cited by surveyed offices
- 68% — Family offices planning a generational transition
Within the next 10 years
- 44% — Allocation to private markets
Median portfolio allocation
Chart data for editorial reuse
1. AUM Distribution
| Category | % of SFOs |
|---|---|
| $100M–$500M | 41 |
| $500M–$1B | 23 |
| $1B–$5B | 27 |
| $5B+ | 9 |
2. Cost Benchmarks
| Category | Cost in bps of AUM |
|---|---|
| <$500M | 85 |
| $500M–$1B | 62 |
| $1B–$5B | 45 |
| $5B+ | 28 |
3. Staffing Ratios
| Category | % |
|---|---|
| Investments | 34 |
| Operations | 26 |
| Legal & Tax | 11 |
| Family services | 9 |
| Tech & data | 10 |
| Other | 10 |
4. Service Mix
| Category | % of offices offering |
|---|---|
| Investment mgmt | 100 |
| Estate planning | 82 |
| Tax planning | 78 |
| Philanthropy | 61 |
| Governance | 47 |
| Cybersecurity | 44 |
| Concierge | 38 |
5. Geographic Distribution
| Category | % |
|---|---|
| North America | 42 |
| Europe | 29 |
| Asia-Pacific | 22 |
| Other | 7 |
6. Succession & Generational Trends
| Category | % of offices |
|---|---|
| Transition <10 yrs | 68 |
| Plan documented | 42 |
| Next-gen on IC | 37 |
| Formal education | 29 |
Download scalable SVG charts from the interactive press kit.