2025 Compensation Report
We are pleased to present the two reports for the 2025 Botoff Consulting Compensation Survey: Family Offices, Family Investment Firms, and Private Trust Companies.
The 2025 survey is our largest to date, including 452 participating firms, with compensation data reported on 3,196 incumbents in 53 roles. We want to thank all those who participated in the 2025 Compensation Survey.
Two versions of the report are available for purchase*; for customized data cuts, please contact us.
*Participants received a complimentary copy of the report. Wish you had participated? Remember to do so the next time!
Summary Report
The Summary Report from Botoff Consulting delivers high-level compensation insights for family offices, investment firms, and private trust companies, offering a high-level view of industry trends across 53 executive and staff roles.
✔ Overall Compensation Data – Includes base salary and incentives and compensation benchmarks across all firms based on AUM for the 25th, 50th and 75th percentiles of the market.
✔ Industry Trends & Benchmarking – Understand at a high level how family organizations nationwide structure Annual and Long-Term Incentive Compensation at a glance.
✔ Straightforward & Cost-Effective – Ideal for those seeking broad compensation insights without the need for deeper analysis.
✔ Profile of Executives – Includes role and gender composition and firm type.
With data from 452 firms and 3,196 incumbents, the Summary Report offers foundational compensation intelligence to help guide your decision-making.
Premium Report
Unlock Deeper Insights with the Premium Compensation Report
While the Summary Report provides an overview across all firm types, the Premium report offers detailed breakdowns by firm types, including:
✔ Full-Service Single Family Office
✔ Investment-Focused Firms
✔ Other Single Family Offices
✔ Private Trust Companies
With targeted analysis by firm type and AUM, it equips your organization with the intelligence needed for confident, strategic compensation planning.
For leaders seeking a robust, data-driven approach, the Premium Report from Botoff Consulting delivers exceptional clarity and actionable value, including:
✔ Expanded Benchmarking & Firm-Specific Analysis – Adds significant data beyond the Summary Report to include 10th to 90th percentile compensation data, and detailed breakouts by AUM and firm type.
✔ Family Office Characteristics - Provides trends and data on staffing, operating costs, services provided, investment management assistance, governance, and more
✔ Detailed Insights on Incentive Practices - Annual and long term incentive targets, plan prevalence, structure and design based on firm-type and AUM. Access specific targets by job title for annual incentives and long-term incentives.
✔ Long-Term Incentive Plan Designs – Includes trends on plan design, development, and implementation. Understand long-term incentive trends, plan metrics and overall core provisions including eligibility and structure tailored to different roles.
✔ Investment Management - Detail and insights on how investments are managed and asset allocation by AUM and firm type.
✔ Trust Management - Provides insight on how trusts are managed and administered, types of trusts used, governance, and most prevalent trust jurisdictions, broken out by AUM and firm type.
With data from 452 firms and 3,196 incumbents analyzed, the Premium Report is the most robust resource available for organizations making strategic compensation and incentive plan decisions.