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.
US Family Office Executive

Gain insights from family offices around the world

Fill out the form below to unlock one of the most comprehensive sources of perspectives from leading family offices globally and connect with a UBS Advisor.

Marketing Form
+1
Legal note Legal note

The data entered into this form is transmitted encrypted to UBS Switzerland AG via the internet and distributed to local UBS offices appropriately. Nevertheless, in order to maintain discretion, please do not include any confidential data such as account numbers. Via this form UBS does not accept any instructions for business transactions such as the opening of accounts, payment orders, trading orders, revocations of orders or authorizations, blocking of credit cards, changes of address, etc. Please contact the appropriate office or your client advisor for such transactions.

By providing your telephone number and/or e-mail address above you expressly approve UBS contacting you via telephone and/or via unsecured e-mail. To improve the ability of UBS to advise you on your financial questions, UBS will provide your contact information to a trusted third party, which will provide UBS with publicly available information about you. This information will be for UBS internal use only and will not be shared in any way outside of the company.

Please note: The use of e-mail can involve substantial risks such as lack of confidentiality, potential manipulation of contents or sender's address, wrong recipient, viruses etc. UBS assumes no responsibility for any loss or damage resulting from the use of e-mails. UBS recommends in particular that you do not send any sensitive information, that you do not include details of the previous message in any reply, and that you enter e-mail addresses manually every time you write an e-mail.

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

© 2025. All rights reserved.