Family Office News

European wealth turns to Hong Kong as 30 family offices eye operations

Wealthy European families are looking to Hong Kong as a base for Asian investments, drawn by tax incentives and new growth opportunities.

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Sixty percent of family offices plan to modify their strategic asset allocation over the next 12 months. This is the highest percentage ever recorded in the UBS Global Family Offic...

Gulf family offices cut exposure to the dollar

Gulf family offices are losing confidence in the US dollar and are beginning to diversify away from North American assets

Post Oak Group Expands Global Investor Network, Deepening Ties with Family Offices and Venture Capital Firms Worldwide

Top 10 Family Offices in Canada: 2026 Guide

Canada holds one of the most sophisticated concentrations of private wealth in North America, and Canadian family offices manage tens of billions in assets across private equity, p...

Multi-Family Office Asset Pools 2026 Report

Multi-family offices, private wealth management advisory firms typically serving groups 10-50 high-net-worth clients with individual accounts with $5 million or more in investable ...

Global Family Office Asset Allocation Trends

Family offices strategic asset allocation is evolving due to geopolitical risks. The UBS Global Family Office Report 2026 reveals changes towards resilience currency diversificatio...

UBS: Family Offices Diversifying Away From S&P 500 Concentration as Geopolitical Risks Mount

Global investors are quietly repositioning their portfolios, with the world's wealthiest family offices pulling back from heavy S&P 500 and North American e

UBS Global Family Office Report 2026: Family offices pivot to resilience as geopolitical risk and structural uncertainty reshape global portfolios

Majority of those surveyed plan strategic portfolio changes, increase diversification across currencies, and deepen investment in artificial intelligence amid a more complex, globa...

Super-rich families look beyond US assets amid geopolitical risks

The world’s wealthiest families, through their investment offices, are gradually cutting their exposure to U.S. assets and favoring Chinese assets, as well as investments in other ...

Decentralizing Mexico Wealth: The Rise of Regional Family Offices

Mexican family offices must decentralize from the capital to professionalize and preserve regional wealth, writes Leon Harari.

Family offices eye shifting assets from North America to China, survey finds

Privately run firms managing investments of wealthy families showing ‘growing interest’ in China, UBS report says.

Billionaires already couldn’t talk to their grandchildren. Now they’re on opposite sides of the AI divide

Citi finds AI use jumped to 22% from 13% in a year, even as principals warn data privacy is “non-negotiable” and fear back-door exposure via SaaS tools.

UBS Survey Sees Family Offices Cooler on Dollar Reserve Status

The UBS Global Family Office Report 2026, which surveyed the firm’s family office clients around the world on the unique… Read More »

UBS' Research Suggests Family Offices Are Pivoting Toward Diversification, AI, And Portfolio Resilience

UBS has released its Global Family Office Report 2026, revealing that family offices worldwide are increasingly prioritizing resilience, diversification, and long-term thematic inv...

Aussie family offices use US for AI access

In another indicator of geopolitical and economic uncertainty, 60% of family offices are prepared to change their strategic asset allocation.

Middle East war: Family offices taking medium-term approach, reducing exposure to dollar

Family businesses are the backbone of the Middle East economy, commanding a scale that few regions can match as they account for an estimated 80 per cent of all private sector comp...

How are family offices reacting to geopolitical risks? By diversifying from US dollar, reveals UBS report

Amid uncertainties in markets and geopolitics, family offices are planning to diversify their exposure away from the dollar and AI investments, but not abandoning them.

Family offices boost alternatives exposure

Australian family offices are increasingly embracing endowment-style investment strategies, allocating larger portions of their portfolios to alternative assets while pursuing arti...

UBS finds record shift in portfolio strategy by global family offices

UBS releases their Global Family Office Report 2026, discusses family offices' reallocation of portfolios outside of North America in diversification efforts.

UBS Family Office Report Highlights Strong US Exposure, AI Investment

Swiss private bank UBS has published the UBS Global Family Office Report 2026, finding that family offices are prioritizing resilience, diversification and investment in AI as they...

The wealthiest investors are pulling money out of the U.S. in the 'de-dollarization' trade

Fears of an AI bubble, tariffs, a falling dollar, volatile economic policies and rising debt have caused many family offices to dial back their U.S. exposure

UBS survey: Family offices pivot to resillience

A new UBS survey of 307 family offices finds sweeping portfolio changes underway — with AI, currency diversification.

UBS family office clients are quietly pulling money out of the US

The world’s wealthiest families are doing something that would have seemed unthinkable five years ago: they’re reducing their bets on America. UBS Gr | Bitget crypto news!

UBS family office clients are quietly pulling money out of the US

The world’s wealthiest families are doing something that would have seemed unthinkable five years ago: they’re reducing their bets on America. UBS Gr | Bitget crypto news!

UBS family office clients cut US dollar exposure in wealth revamp

About half of the money managers also say they are overexposed to the greenback Read more at The Business Times.

Bitcoin ETFs and gold see outflows as investors retreat from the debasement trade

Bitcoin ETFs lost $2.26B in two weeks while gold ETFs saw record $12B outflows in March as investors abandon the debasement trade for higher-yielding assets.

Wrise Group opens client service centre in Taipei

The Taipei center of Wrise Group aims to support cross-border wealth management and family office services in Taiwan, reflecting rising demand for sophisticated multi-jurisdictiona...

Family Offices Pocket Big Stock Gains From Riding Metals Boom

Investment firms for the world's ultra-rich cut allocations to gold, silver and copper stocks, pocketing gains from one of the biggest commodity rallies in years.

Report Explores What Makes Effective Family Enterprise Governance

A report from UBS and Agreus, drawing from family offices worldwide, looks at the ingredients that make for good governance and sustainable multi-generational wealth.

The Phantom Fortunes: Inside the World of Fake Family Offices

How Imposters, Con Artists, and Sophisticated Fraudsters Are Infiltrating the Ultra-Wealthy's Most Exclusive Networks — an investigation into phantom family offices.

Caprock Expands Greater New York Presence With New Livingston Office

Caprock, a leading multi-family office registered investment advisor serving ultra-high-net-worth clients, announced it has relocated to a new, larger office in Livingston, New Jer...

Angeles Wealth Dips into Family Office Work

Family offices have long served the wealthiest of the wealthy, the dynasties sitting on heaping fortunes that need management and strategic oversight across generations.

Affirma taps local limited partners

Affirma Capital and ChrysCapital pivot to Indian wealth amid global funding squeeze, tapping local limited partners including family offices.

Gulf funds, family offices find value in looking east

UAE's Crescent Group is investing $150 million in India. This move signals a broader trend of Gulf investors diversifying away from traditional Western markets.

The ultra-rich getting richer is money in the bank for Triangle software company

Eton Solutions thrives on the rise of billionaires and their family offices, providing software infrastructure for the growing wealth management ecosystem.

The governance documents every family office needs

Clear governance documents give family offices structure, reduce conflict and guide decisions across generations. Here are the essential documents every FO should have.

How Multifamily Offices Strive To Set The Bar For Ultra-Rich Clientele

A true family office delivers much more than financial expertise, as the needs of a UHNW family can be extensive and highly personalised across generations.

Larry Fink's Private Asset Bet Powers Global Family Office Boom

The ex-Credit Suisse bankers behind Global Infrastructure Partners are riding a wave of family office demand for private market assets and alternative investments.

Family office activity gains momentum in Hong Kong

A Deloitte study commissioned by InvestHK highlighted shifting investment patterns, expanding economic contributions and rising intergenerational leadership in Hong Kong's family o...

Mega-RIAs accelerate into institutional assets with Cerity-Verus merger

The deal adds Verus's $1.2 trillion institutional advisory footprint into Cerity, an RIA that manages roughly $150 billion in existing client assets.

Family offices are increasing their exposure to digital assets

An increasing number of single and multi-family offices are adding cryptocurrency and digital asset allocations as the regulatory landscape matures.

Singapore family offices face tighter rules as government reviews tax incentives

Singapore's Monetary Authority is reviewing the tax incentive framework for family offices amid growing scrutiny of the sector's rapid expansion in the city-state.

Next-gen family office leaders prioritise impact and technology

The rising generation of family office principals are placing greater emphasis on impact investing and technology adoption, according to new survey data.

Swiss family offices expand direct investment strategies

Family offices based in Switzerland are increasingly bypassing traditional fund structures to invest directly in private companies, real estate, and infrastructure.

Australian family offices lead Asia-Pacific in co-investment deals

Australian single-family offices are emerging as the most active co-investors in the Asia-Pacific region, leveraging networks to access larger deal flow.

Middle East family offices double down on healthcare and biotech

Family offices across the GCC are significantly increasing their allocations to healthcare and biotech ventures as part of broader economic diversification strategies.