Survey Introduction

We are pleased for you to participate in Botoff Consulting’s first survey designed exclusively for MFOs and RIAs.

There are important benefits available only to survey participants:
  1. Only participants will receive a copy of the report complimentary
  2. Non-participants may be able to purchase a copy of the report, if approved
  3. Participants will be invited to webcasts and any in-person events presenting results from the study and discussion of market trends

Important points regarding the survey:
  • If you would like Botoff Consulting's assistance in completing the survey on your behalf, please contact us and we will be happy to assist
  • The survey data does not need to be completed all at once; progress will be saved, as long as you log back in using the same device
  • If you would like a PDF of the survey, to help gather answers prior to submitting them via this tool, please contact us at surveys@botoffconsulting.com
  • To assist with entry of incumbent data, participants have an option to request an Excel survey tool
  • All responses are confidential, and data are only presented in aggregate to anyone outside of Botoff Consulting
  • For questions, assistance, or a copy of your previous submission please contact us at +1 (310) 929-0139 x107 or surveys@botoffconsulting.com

Botoff Consulting
Botoff Consulting provides compensation and related consulting services to family offices, family business enterprises, family investment firms, private family trust companies, and family foundations. As the premier provider of compensation data and consulting services to the family office industry, we are committed to providing better information and insight through tailored compensation studies. Our proprietary data captures market trends and best practices and enables family offices to make compensation and other strategic decisions more effectively.
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