Global Family Office Report

The 2026 UBS Global Family Office Report details how the world's leading family offices are diversifying regionally and by currency to build resilience against geopolitical and debt risks. AI remains the dominant investment theme, while a record 60% of respondents plan major shifts in their strategic asset allocation.

Key Takeaways

• 1.Family offices are building resilience for a period of elevated and interconnected geopolitical and economic risk.
• 2.A record 60% of family offices plan to adjust strategic asset allocations in the next 12 months, favoring EM equities and infrastructure.
• 3.Confidence in the US dollar as a reserve currency is weakening, prompting a shift toward multicurrency frameworks and the Swiss franc/euro.

Table of Contents

• Foreword
• Key insights
• Risk
• Strategic asset allocation
• The US dollar
• Regional allocation
• Diversification in asset classes
• From artificial intelligence to crypto
• Costs, staffing and governance
• Succession and the next generation
• Conclusion
• Regional spotlights

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