Our exclusive survey-based insights

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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.

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 Read our report to discover how family offices are preparing for the future and how their insights can help you.

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