Global Family Office Report 2026

Family offices are making a series of incremental adjustments aimed at preserving flexibility, managing concentration risks and strengthening resilience – preparing for an increasingly complex and fragmented global environment.

Who we heard from

  • 300+

    UBS clients 

  • 30+

    markets worldwide

  • $2.7 billion

    average net worth

  • $1.3 billion

    average in assets managed by each family office

UBS Trending: True conversations that shape legacy

Judy Spalthoff, Head of Family Office and UHNW Client Services at UBS, discusses how families can build trust, share values, and prepare for the future in this new world of AI.

Exclusive survey-based insights

Strategic allocation shifts are underway

21%

of US family offices are planning to make changes to their strategic asset allocation in 2026

"I’m not surprised that more people than ever before are changing their strategic asset allocation. The world has changed in the past one-and-a-half years, so it makes sense that people are responding to that."

– US client

Top themes for capital allocation

  1. 1

    65%

    of US family offices surveyed are looking to allocate to artificial intelligence

  2. 2

    39%

    of US family offices surveyed are looking to allocate to defense and security infrastructure spending

  3. 3

    35%

    of US family offices surveyed are looking to allocate to infrastructure

Outlook for the next 12 months

  • 52 %

    of US family offices surveyed said confidence in the USD will significantly or slightly decrease 

  • 71 %

    of US family offices surveyed said the AI sector is currently experiencing a bubble

Regional allocations favor North America

  • 52 %

    of family offices surveyed allocated assets to North America in 2026

  • 88 %

    of US family offices increased the share of assets held in North America

"I’m not surprised that US home bias is increasing. As geopolitical uncertainty increases, people retreat to what they know. And the US is still strong at a very fundamental level."

- Asian client

Succession planning remains a challenge

  • 29 %

    of the next generation for US family offices surveyed currently has no involvement in the family office but is old enough to participate

"Next generation disengagement is frequently misread as disinterest when it’s actually a gap in empowerment."

- Anastasia Deryagina, Head Global Next Generation Solutions

Global Family Office Report 2026 cover

Explore the report and continue the conversation

Gain expert insights on how family offices are managing wealth for today and tomorrow. And connect with a UBS Advisor.

A partner for complex wealth needs

At UBS, we work together with you to meet your interconnected needs – whether you’re a family office, an entrepreneur, an ultra high net worth individual or an investor with institutional demands. No matter how sophisticated your requirements, we can create the individualized solutions you need to help grow and preserve your wealth. And, through our global network, we’ll connect you with a community of like-minded peers and subject matter experts enabling new ideas and opportunities to take flight.

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