Scenario Analysis

Scenario Analysis

by Richard C. Wilson & Family Offices Group Association Team

Family Office Definition: Scenario Analysis

Scenario Analysis definition:  Scenario analysis uses computer programs to predict the expected outcome of investment returns given a specific scenario, such as changes in interest rates or the price of oil, etc. One approach would be to examine the historical relationship between the variables and investment returns. While it is virtually impossible to accurately predict a value for all scenarios, the goal is to prepare clients for a range of possible outcomes and “worst-case” scenarios.

Download our free Family Office Report to learn more about the family office industry.

Read more Family Office Definitions

Tags: What is scenario analysis?, scenario analysis definition, scenario analysis family office, scenario analysis term, define scenario analysis, scenario analysis wealth management, scenario analysis multi-family office, scenario analysis single family office

Leave Your Response

* Name, Email, Comment are Required

We run the Family Offices Group, the #1 largest family office association with 84,000+ global members. We offer live events, a bestselling book, Webinars, a family office database, and a family office training & certificate program called the Qualified Family Office Professional (QFOP). To get to know us please watch this 2 minute video, and contact us any time during pacific business hours by calling (212) 729-5067 or emailing us at

Free Family Office Report (PDF)

Contact Details for 1,000 Family Offices in Excel