“This report shows that family offices continue to adjust portfolios in measured ways — diversifying across assets, currencies and regions, while maintaining exposure to long-term themes such as artificial intelligence with greater selectivity,” says Benjamin Cavalli, head of strategic clients and global connectivity at UBS Global Wealth Management.
Family offices worldwide are making measured adjustments to their portfolios in response to an increasingly uncertain global environment, according to the UBS Global Family Office Report 2026.
Drawing on insights from 307 family offices across over 30 markets, each with an average net worth of US$2.7 billion ($3.5 billion), the report finds that resilience and diversification are family offices’ priorities for 2026, amidst the beginnings of what UBS says is a trillion-dollar wealth transfer between generations.
