Global Family Office Report 2025
At a time of increased volatility, global recession fears and an unprecedented market selloff, our latest survey serves as a good reminder that family offices around the world are pursuing a steady, long-term approach, as they focus on preserving wealth across generations.
Including insights from in-depth interviews, this edition provides a snapshot of family offices in the US and six other regions—their objectives, preferences and concerns.
317
UBS family office clients across the globe
$ 2.7 billion
average net worth of participating families
$ 1.1 billion
average each participating family office manages
US Highlights
- 0 %
of US family offices see a major geopolitical conflict as the main risk over the next five years
- 0 %
of US family office portfolios are allocated to North America, with only marginal exposure to international markets
- 0 %
of US family offices will take the same risk in 2025 versus 2024 and 61% versus previous years
- 0 %
have a wealth succession plan for the family members
A lot of US families brought their cash back to the US as it was seen as a high growth region, while some non-US families invested here for safety reasons. But the tree has been shaken in the last few months and investors are busy trying to figure out what the world will look like next week, next year, next decade.
Gain insights from family offices around the world
Gain insights from family offices around the world
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