The Human Capital (HCAP) survey was conducted in December 2025 to provide decision support in the gap year of our biennial Compensation & Benefits Survey. This pulse survey captures benchmarking data from 60 Family Offices on their human capital planning toward the end of 2025.
Attracting and retaining top talent depends on effective incentive programs that engage skilled individuals from diverse backgrounds to achieve ideal outcomes and drive sustainable value. As technological change accelerates and economic conditions remain uncertain, compensation and human capital committees play an increasingly pivotal role. Their mandate is expanding beyond executive pay oversight to encompass enterprise-wide human capital evolution—advancing talent development, engagement, and organizational resilience.
Despite the rising health plan costs and AI reshaping HR and benefits administration, organizations must take a holistic, integrated approach to benefits in order to protect budgets and support employee well-being. By leveraging smart strategies and technology, organizations can keep their benefits programs vital, resilient, and effective. This report provides actionable guidance to help employers manage spending, enhance benefits engagement, and prepare for the future.
In an age of change and continued evolution of the family wealth environment, 2025 was a year marked with the need for sound practices and steady guidance. Looking back and looking forward, Family Office Exchange’s (FOX) Year in Review highlights key insights on:
Drawing on the contributions of 605 Family Office professionals, from Personal Assistants to Investment Professionals to C-Suite executives, this year’s report represents the combined findings from both the survey and the 20 in-depth interviews with senior leaders across all regions. With their inputs and the reliance on in-house proprietary data, KPMG and Agreus have created benchmarks for salaries, bonus structures, and long-term incentive plans (LTIP).
As organizations prepare for their compensation benefits and structure, this planning guide provides information on salary budget increases, structure adjustments, promotional spending, and variable pay budget increases to assist in budgeting personnel expenses. Using the national and regional data as average percentages of payroll, the guide serves as a helpful planning tool.
Today’s multigenerational workforce challenges even the most well-designed benefits strategies. And while many employers believe they’re delivering value, there’s a small perception gap that reveals where smarter strategy can take benefits programs from good to great. It’s more than a human capital issue, it’s a business-wide challenge impacting retention, performance, and ultimately, profitability.
Every business needs an executive compensation and incentive program that rewards leaders who deliver desired results. An incentive pay structure is a valuable component of the total rewards package that a business can use to retain and motivate its leaders and key employees. These plans tend to focus on long-term incentives that align employee goals to that of the owners—specifically, contributing to the growth of the business. In this overview, see how different compensation alternatives can help you create the right strategy for your business.
Attracting and retaining top talent has become more complex than ever, with shifting expectations around workplace flexibility, compensation, and benefits. This session will explore how family offices and wealth advisors can design talent strategies that balance in-office collaboration with remote work flexibility, address competitive compensation structures, and provide meaningful benefits that align with long-term goals.
College graduation is an exciting event, but it can be filled with uncertainty with the start of a job that brings new responsibilities and decisions. To help with the transition, it's time to plan your financial future. To get started, here are helpful tips on budgeting and spending money wisely, checking your credit score, saving for retirement, understanding your company’s benefits, monitoring and protecting your online activity (both financials and social posts), building your business skills, and more.