Home Insights Family Office Four Family Office Strategies for Multi-Generation Wealth Preservation | Collective Intelligence Report

Four Family Office Strategies for Multi-Generation Wealth Preservation | Collective Intelligence Report

Author

TIGER 21

Published On

June 9, 2025

Published In

Family Office, Family & Legacy Planning

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Ultra-high-net-worth families have long looked to family offices to help them steward multi-generational wealth. Today, an estimated ~8,000 single family offices control $5.5 trillion (USD) worldwide.  

Although their initial mandate may have been to preserve and protect wealth across generations, today’s family offices are poised to become power players in the global finance landscape, fund innovation, and advance philanthropic causes, especially through impact investing initiatives meaningful to next-gen family members. 

Even still, the “third generation curse” still looms large for ultra-wealthy families: Only 10% see their wealth last beyond the third generation, according to a study from the Williams Group. And with one of the largest wealth transfers in history waiting in the wings—$18.3 trillion by 2030 alone—the stakes are even higher. 

As single family offices eye their role in this next evolution—while staying true to their mission of preserving wealth for generations to come—what do they need to get right?

Family office leaders need to focus on four key areas, according to TIGER 21 Family Office Chairs Chris Cecil and Ronald Diamond.

Explore these four key areas in this TIGER 21 exclusive Collective Intelligence Report: Family Office Evolution: Four Strategies for Multi-Generational Wealth Preservation.

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