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.

Global Family Office Report podcast

Maximilian Kunkel

A deeper dive into the findings of this year's Global Family Office Report.

03 Jun 2026

Listen to the report podcast (15 minutes)

Maximilian Kunkel, Chief Investment Officer for Global Family and Institutional Wealth at UBS Global Wealth Management, and Chrissie Loedolff from the Global Family and Institutional Wealth Business Development team in conversation with Tom Edwards from Monocle Radio.

00:00
00:00

Frequently asked questions about the Global Family Office Report

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