

Family Office Insights with Dr Rebecca Gooch
For those in other time zones, the session will be recorded and made available in our CSA Resource Bank shortly.
In this session, Dr. Rebecca Gooch, the Global Head of Insights at Deloitte Private, will reveal insights from The Family Office Insights Series, one of the world’s largest studies on family offices. She will delve into the key trends facing family offices today, from shifts in investing, to governance, succession planning, the next generation, cybersecurity, digital transformation, and more. She will also trace the evolution of the family office arena and offer an outlook of what the arena may look like by 2030.
Dr. Rebecca Gooch is the Global Head of Insights for Deloitte Private and one of the world's largest producers of wealth research (UHNWIs / family offices). She produces Deloitte Private’s Family Office Insights Series, which covers topics such as investing, sustainability, governance, digital transformation, cybersecurity, succession planning, the next generation, and operational excellence.
With 20+ years’ experience, prior to joining Deloitte, she produced many high-profile reports, such as The Global Family Office Report, for firms such as UBS, BNP Paribas, KKR, Barclays, BNY Mellon, Rockefeller Philanthropy Advisors, RBC, Julius Baer, and government bodies.
Described in the press as “a leading family office researcher and pollster,” she speaks at conferences globally and is regularly quoted in major media (FT, Bloomberg, The Economist, Reuters, Forbes, WSJ, Fortune, Business Insider, NY Times). She has a PhD, MSc and BA from Oxford University, London School of Economics, and UC Berkeley, California.
Check out Deloitte Private’s Family Office Insights Series:
Defining the Family Office Landscape
The Top 10 Family Office Trends – Global Edition
The Family Office Cybersecurity Report