Bringing you live news and features since 2006 


Over 80 per cent of SFOs now offer family security services, says Rothstein Kass survey


The number of single-family offices offering clients family security services is on the rise, according to research published by the Rothstein Kass Family Office Group, a division of professional services firm Rothstein Kass. More than 80 per cent of 151 executive directors surveyed in the first half of 2011 indicated that they now provide such support compared with roughly 60 per cent in 2009.

Results are featured in "Safe & Sound – How Single-Family Offices Are Addressing Family Security," a comprehensive study examining trends in the space. More than three-quarters of survey participants indicated that clients have had direct experience in dealing with a family security issue and nearly all agreed that the family’s worth makes them a target. Almost 90 percent of executive directors expect that security threats to their clients will continue to intensify.

"The appeal of a wealth management model that integrates all aspects of family planning under a unified strategy continues to accelerate the proliferation of single-family offices across the globe. As our research shows, single-family offices today represent more wealth – both on average and in aggregate – than they did only a few years ago. At the same time, most wealthy individuals and families confront an ever-expanding array of threats to their security," says Rick Flynn, Principal and Head of the Rothstein Kass Family Office Group. "Sinister elements have become more sophisticated in their attacks, as technological advances in an increasingly global society enable their malfeasance. In recent years, we’ve observed a significant increase in the number of single-family office executive directors that are working in coordination with clients to identify risks and strengthen protections in light of the family’s specific profile."

Latest News

Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by