Our exclusive survey-based insights

  • 300 +

    clients

  • 2.7 bn

    USD average net worth

  • 30 +

    markets

We identify trends – and we help clients act on them. As one of the world's best private banks for family office services, UBS is uniquely placed to understand what’s shaping the future of wealth.

UBS Global Family Office Report 2026 key findings

  • 60% of family offices plan changes to their strategic asset allocation in the next 12 months,
  • 65% of family offices expect confidence in the US dollar’s reserve status to weaken,
  • Only 35% have a defined succession plan in place.

For a deeper dive into the findings of this year's Global Family Office Report, look out for a special edition of our Bulletin with UBS podcast, coming soon.

Frequently asked questions about the Global Family Office Report

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Are you an investor with institutional needs, a family office, or an ultra high net worth individual seeking a truly global partner? Our team of experts support you with bespoke strategies to manage the complexity of your wealth and family affairs.

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