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White Papers

Juris Family Office curates global insights from leading institutions to provide perspective on the evolving family office landscape. These third-party publications are provided for informational purposes only.

UBS Global Family Office Report 2026

An analysis of investment shifts and strategic priorities for large family offices globally.

Citi Wealth Global Family Office Report 2026

Insightful data on asset allocation trends and operational challenges within the family office sector.

Goldman Sachs: Adapting to the Terrain

Investment insights focusing on navigating market volatility and emerging asset classes.

Deloitte Private: Family Office Landscape

A comprehensive review of structural benchmarks and governance trends for private wealth.

J.P. Morgan Private Bank Global Report

Detailed research on family office ecosystems and multi-generational wealth preservation.

BlackRock Global Family Office Report

Examining institutional-quality investment frameworks and alternative asset strategies.

Global Family Office Report by Ty Murphy

A forward-looking perspective on the future of private investment and family governance.

Disclaimer: The publications listed above are third-party materials and are not investment, tax, legal, financial, or other regulated professional advice from Juris Family Office.

DISCLAIMER

The publications featured on this page are third-party materials and are provided for informational purposes only. These reports do not constitute investment, tax, legal, financial, or other regulated professional advice from Juris Family Office. Juris Family Office does not guarantee the accuracy or completeness of any third-party content.

Family Office Books

Selected books for family-office learning, governance, stewardship, and administration. These are independent third-party publications provided for general educational purposes.

The Complete Family Office Handbook — Kirby Rosplock, Ph.D.

Operational guidance on structure, staffing, governance, and family-office administration.

The Family Office Guide — William I. Woodson & Edward V. Marshall

A practical reference on why families establish offices and how they are structured.

The Family Office Book — Richard C. Wilson

A guide to establishing and managing single- and multi-family offices.

Complete Family Wealth — James E. Hughes Jr.

A holistic view of family wealth including human, intellectual, and social capital.

Wealth of Wisdom — Tom McCullough & Keith Whitaker

Top practices for wealthy families and their advisors on governance and continuity.

The Myth of the Silver Spoon — Kristin Keffeler

A perspective on purpose, independence, and fulfilment for rising-generation inheritors.

The Five Family Office Building Blocks — François Botha

Practical insights for establishing and operating a modern family office.

Stewardship in Your Family Enterprise — Dennis T. Jaffe

Guidance on responsible ownership, governance, and leadership across generations.

Wealth in Families — Charles W. Collier

A values-led approach to philanthropy, communication, and human capital.

Family Wealth — James E. Hughes Jr.

Foundational look at family education and preserving wealth across generations.

The Family Office: Advising the Financial Elite — Russ Alan Prince et al.

Practitioner perspective on advisory relationships, structuring, risk, and succession.

Inside the Family Office — Russ Alan Prince & Hannah Shaw Grove

An early examination of family-office organisation, responsibilities, and operations.

Strategic Coordination

Contact us to coordinate how these insights apply to your family strategy.

Important Disclosure: These publications are third-party material and are not investment, tax, legal, financial, or other regulated advice from Juris Family Office.

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