UBS Global Family Office Report 2026: 307 Family Offices with $1.3 Billion Average AUM & $2.7 Billion Average Net Worth, Family Office Asset Allocation Plan in 2026 – Equities 33%, Fixed Income 17%, Cash 8%, Private Equity 17%, Private Debt 3%, Hedge Funds 6%, Real Estate 8%, Gold / Precious Metals 3%, Infrastructure 2%, Arts & Antiques 1%, Commodities 1%, Top 8 Family Office Investment Themes – Artificial Intelligence (AI), Power & Resources, Infrastructure, AI in Healthcare, Defense & Security Infrastructure Spending, Automation & Robotics, Longevity, Space Economy, Top 8 Risks in next 12 months – Major Geopolitical Conflict, Global Trade War, Higher Inflation, Cyberattack, Debt Crisis, Financial Market Crisis, Higher Energy Costs, Supply Chain Disruptions Disruptions

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UBS Global Family Office Report 2026: 307 Family Offices with $1.3 Billion Average AUM & $2.7 Billion Average Net Worth, Family Office Asset Allocation Plan in 2026 – Equities 33%, Fixed Income 17%, Cash 8%, Private Equity 17%, Private Debt 3%, Hedge Funds 6%, Real Estate 8%, Gold / Precious Metals 3%, Infrastructure 2%, Arts & Antiques 1%, Commodities 1%, Top 8 Family Office Investment Themes – Artificial Intelligence (AI), Power & Resources, Infrastructure, AI in Healthcare, Defense & Security Infrastructure Spending, Automation & Robotics, Longevity, Space Economy, Top 8 Risks in next 12 months – Major Geopolitical Conflict, Global Trade War, Higher Inflation, Cyberattack, Debt Crisis, Financial Market Crisis, Higher Energy Costs, Supply Chain Disruptions Disruptions

11th June 2026 | Hong Kong

UBS has released the UBS Global Family Office Report 2026, providing key insights on 307 family offices with average net worth of $2.7 billion & average family office $1.3 billion AUM.  Plan to Change Strategic Asset Allocation in 2026 – Yes 60% / No 40%.  Family Office Asset Allocation 2025 – Traditional 58% / Alternative 42%.  APAC Family Office Asset Allocation 2025 – Traditional 66% / Alternative 34%.  Family Office Asset Allocation Plan in 2026 – Traditional 58% / Alternative 42%.  Family Office Asset Allocation in 2025 – Equities 30%, Fixed Income 19%, Cash 8%, Private Equity 21%, Private Debt 4%, Hedge Funds 4%, Real Estate 11%, Gold / Precious Metals 2%, Infrastructure 1%, Arts & Antiques 1%, Commodities 1%.  Family Office Asset Allocation Plan in 2026 – Equities 33%, Fixed Income 17%, Cash 8%, Private Equity 17%, Private Debt 3%, Hedge Funds 6%, Real Estate 8%, Gold / Precious Metals 3%, Infrastructure 2%, Arts & Antiques 1%, Commodities 1%.  Top Asset allocation by Region – North America 52%, Western Europe 26%, APAC ex-China 7%, Greater China 7%, Latin America 4%, Eastern Europe 2%, Middle East 2%, Africa 1%.  Top 8 Family Office Investment Themes – Artificial Intelligence (AI), Power & Resources, Infrastructure, AI in Healthcare, Defense & Security Infrastructure Spending, Automation & Robotics, Longevity, Space Economy.  Top 8 Risks in next 12 months – Major Geopolitical Conflict, Global Trade War, Higher Inflation, Cyberattack, Debt Crisis, Financial Market Crisis, Higher Energy Costs, Supply Chain Disruptions Disruptions.  Confidence in USD – Increase 6% / Same 29% / Decrease 65%.  Top 6 Exposure to Currencies – USD, GBP, EUR, CHF, HKD, CAD.  Use of Leverage – Yes 65% /  No 35%.  Invest in Crypto / Digital Assets – Yes 24% / No 76%.  Family Offices in at least 2 Jurisdictions – 88%.  Family Offices in at least 3 Jurisdictions – 68%.  Top 5 in-house functions in family office – Strategic Asset Allocation, Portfolio Risk Management, Financial Reporting, Bookkeeping & Accounting, Portfolio Management & Administration.  Top outsourced functions in family office – Legal services, Tax planning, Cybersecurity, Investment research, Bookkeeping & accounting.  Next Generation involvement in family office – Yes 45% / No 21% / Too young 32%.  Top 3 family office practices – Financial performance measurement process, Investment committee, Annual budgeting process for family office.  See below for key findings & summary | View report here

“ UBS Global Family Office Report 2026: 307 Family Offices with $1.3 Billion Average AUM & $2.7 Billion Average Net Worth, Family Office Asset Allocation Plan in 2026 – Equities 33%, Fixed Income 17%, Cash 8%, Private Equity 17%, Private Debt 3%, Hedge Funds 6%, Real Estate 8%, Gold / Precious Metals 3%, Infrastructure 2%, Arts & Antiques 1%, Commodities 1%, Top 8 Family Office Investment Themes – Artificial Intelligence (AI), Power & Resources, Infrastructure, AI in Healthcare, Defense & Security Infrastructure Spending, Automation & Robotics, Longevity, Space Economy, Top 8 Risks in next 12 months – Major Geopolitical Conflict, Global Trade War, Higher Inflation, Cyberattack, Debt Crisis, Financial Market Crisis, Higher Energy Costs, Supply Chain Disruptions Disruptions “

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UBS Global Family Office Report 2026: 307 Family Offices with $1.3 Billion Average AUM & $2.7 Billion Average Net Worth, Family Office Asset Allocation Plan in 2026 – Equities 33%, Fixed Income 17%, Cash 8%, Private Equity 17%, Private Debt 3%, Hedge Funds 6%, Real Estate 8%, Gold / Precious Metals 3%, Infrastructure 2%, Arts & Antiques 1%, Commodities 1%, Top 8 Family Office Investment Themes – Artificial Intelligence (AI), Power & Resources, Infrastructure, AI in Healthcare, Defense & Security Infrastructure Spending, Automation & Robotics, Longevity, Space Economy, Top 8 Risks in next 12 months – Major Geopolitical Conflict, Global Trade War, Higher Inflation, Cyberattack, Debt Crisis, Financial Market Crisis, Higher Energy Costs, Supply Chain Disruptions Disruptions

UBS has released the UBS Global Family Office Report 2026, providing key insights on 307 family offices with average net worth of $2.7 billion & average family office $1.3 billion AUM. See below for key findings & summary | View report here

UBS Global Family Office Report 2026

Profile

• No. of family offices – 307
• Average net worth – $2.7 billion
• Family office AUM – $1.3 billion

Summary

1. Plan to Change Strategic Asset Allocation in 2026 – Yes 60% / No 40%
2. Family Office Asset Allocation 2025 – Traditional 58% / Alternative 42%
3. APAC Family Office Asset Allocation 2025 – Traditional 66% / Alternative 34%
4. Family Office Asset Allocation Plan in 2026 – Traditional 58% / Alternative 42%
5. Family Office Asset Allocation in 2025 – Equities 30%, Fixed Income 19%, Cash 8%, Private Equity 21%, Private Debt 4%, Hedge Funds 4%, Real Estate 11%, Gold / Precious Metals 2%, Infrastructure 1%, Arts & Antiques 1%, Commodities 1%
6. Family Office Asset Allocation Plan in 2026 – Equities 33%, Fixed Income 17%, Cash 8%, Private Equity 17%, Private Debt 3%, Hedge Funds 6%, Real Estate 8%, Gold / Precious Metals 3%, Infrastructure 2%, Arts & Antiques 1%, Commodities 1%
7. Top Asset allocation by Region – North America 52%, Western Europe 26%, APAC ex-China 7%, Greater China 7%, Latin America 4%, Eastern Europe 2%, Middle East 2%, Africa 1%
8. Top 8 Family Office Investment Themes – Artificial Intelligence (AI), Power & Resources, Infrastructure, AI in Healthcare, Defense & Security Infrastructure Spending, Automation & Robotics, Longevity, Space Economy
9. Top 8 Risks in next 12 months – Major Geopolitical Conflict, Global Trade War, Higher Inflation, Cyberattack, Debt Crisis, Financial Market Crisis, Higher Energy Costs, Supply Chain Disruptions Disruptions
10. Confidence in USD – Increase 6% / Same 29% / Decrease 65%
11. Top 6 Exposure to Currencies – USD, GBP, EUR, CHF, HKD, CAD
12. Use of Leverage – Yes 65% /  No 35%
13. Invest in Crypto / Digital Assets – Yes 24% / No 76%
14. Family Offices in at least 2 Jurisdictions – 88%
15. Family Offices in at least 3 Jurisdictions – 68%
16. Top 5 in-house functions in family office – Strategic Asset Allocation, Portfolio Risk Management, Financial Reporting, Bookkeeping & Accounting, Portfolio Management & Administration
17. Top outsourced functions in family office – Legal services, Tax planning, Cybersecurity, Investment research, Bookkeeping & accounting
18. Next Generation involvement in family office – Yes 45% / No 21% / Too young 32%
19. Top 3 family office practices – Financial performance measurement process, Investment committee, Annual budgeting process for family office

UBS Global Family Office Report 2026

1) Profile

• No. of family offices – 307
• Average net worth – $2.7 billion
• Family office AUM – $1.3 billion

2) Family Office Asset Allocation

Plan to Change Strategic Asset Allocation in 2026:

• Yes – 60%
• No – 40%

Family Office Asset Allocation 2025:

• Traditional – 58%
• Alternative – 42%

Family Office Asset Allocation in 2025 – Global:

• Equities – 30%
• Fixed Income – 19%
• Cash – 8%
• Private Equity – 21%
• Private Debt – 4%
• Hedge Funds – 4%
• Real Estate – 11%
• Gold / Precious Metals – 2%
• Infrastructure – 1%
• Arts & Antiques – 1%
• Commodities – 1%

APAC Family Office Asset Allocation 2025:

• Traditional – 66%
• Alternative – 34%

APAC Family Office Asset Allocation in 2025:

• Equities – 26%
• Fixed Income – 23%
• Cash – 17%
• Private Equity – 13%
• Private Debt – 3%
• Hedge Funds – 10%
• Real Estate – 5%
• Gold – 2%
• Infrastructure – 1%
• Commodities – 1%

Family Office Asset Allocation Plan in 2026:

• Traditional – 58%
• Alternative – 42%

Family Office Asset Allocation Plan in 2026 – Global:

• Equities – 33%
• Fixed Income – 17%
• Cash – 8%
• Private Equity – 17%
• Private Debt – 3%
• Hedge Funds – 6%
• Real Estate – 8%
• Gold / Precious Metals – 3%
• Infrastructure – 2%
• Arts & Antiques – 1%
• Commodities – 1%

Asset allocation by Region:

• North America – 52%
• Western Europe – 26%
• APAC ex-China – 7%
• Greater China – 7%
• Latin America – 4%
• Eastern Europe – 2%
• Middle East – 2%
• Africa – 1%

Increase Asset Allocation by region in next 5 years:

• Western Europe – 21%
• Eastern Europe – 3%
• Middle East – 13%
• Africa – 4%
• Latin America – 6%
• North America – 32%
• Greater China – 19%
• APAC ex-China – 35%

3) Investment Themes & Risks

Family Office Investment Themes:

1. Artificial Intelligence (AI) – 65%
2. Power & Resources – 37%
3. Infrastructure – 37%
4. AI in Healthcare – 33%
5. Defense & Security Infrastructure Spending – 29%
6. Automation & Robotics – 28%
7. Longevity – 25%
8. Space Economy – 20%
9. Nuclear – 16%
10. Digital Consumer – 15%
11. Quantum Computing – 15%
12. Transition Materials – 12%

Top Risks in next 12 months (Views of Family Offices):

1. Major Geopolitical Conflict – 64%
2. Global Trade War – 49%
3. Higher Inflation – 36%
4. Cyberattack – 32%
5. Debt Crisis – 31%
6. Financial Market Crisis – 27%
7. Higher Energy Costs – 25%
8. Supply Chain Disruptions Disruptions – 25%
9. Technological Innovations Disruptions – 23%
10. Higher Taxes – 19%
11. Global Recession – 17%
12. Higher Interest Rates – 16%
13. Real Estate Correction – 11%
14. Climate Change – 9%
15. Migration & Impact on Operating Business – 7%
16. Global Health Crisis – 3%

Top Risks in next 5 years (Views of Family Offices):

1. Major Geopolitical Conflict – 61%
2. Global Trade War – 36%
3. Higher Inflation – 40%
4. Cyberattack – 43%
5. Debt Crisis – 56%
6. Financial Market Crisis – 51%
7. Higher Energy Costs – 31%
8. Supply Chain Disruptions Disruptions – 19%
9. Technological Innovations Disruptions – 33%
10. Higher Taxes – 35%
11. Global Recession – 50%
12. Higher Interest Rates – 31%
13. Real Estate Correction – 17%
14. Climate Change – 34%
15. Migration & Impact on Operating Business – 14%
16. Global Health Crisis – 18%

Confidence in USD:

• Increase – 6%
• Same – 29%
• Decrease – 65%

Exposure to Currencies:

1. USD – 47%
2. GBP – 8%
3. EUR – 7%
4. CHF – 5%
5. HKD – 4%
6. CAD – 4%
7. CNY – 3%
8. JPY – 3%
9. AUD – 1%
10. SGD – 1%

Ways to manage currency risk:

1. Increasing diversification across multiple currencies – 30%
2. Reducing our exposure to US dollar-denominated assets – 29%
3. Using currency hedging strategies strategically – 24%
4. Using currency hedging strategies tactically – 23%
5. Holding cash reserves in multiple currencies – 21%
6. Reducing excess cash holdings on foreign currencies – 17%
7. Investing in currency-focused funds or strategies – 10%
8. Working with external advisors or currency specialists – 8%
9. No action – 28%

Use of Leverage:

1. Invest in funds or vehicles that use leverage – 31%
2. Use leverage at the asset level – 29%
3. Use leverage at the portfolio level – 25%
4. Use margin loans or lines of credit for liquidity or tactical investing – 24%
5. Use collateralized borrowing – 20%
6. Use derivatives – 1%
7. No leverage – 35%

Invest in Crypto / Digital Assets:

• Yes – 24%
• No – 76%

4) Managing Family Office:

Family Office in Total no. of Jurisdictions:

• 1 Jurisdiction – 12%
• 2 Jurisdictions – 20%
• 3 Jurisdictions – 34%
• 4 Jurisdictions – 20%
• More than 5 Jurisdictions – 12%

Top in-house functions in family office:

1. Strategic asset allocation – 86%
2. Portfolio risk management – 80%
3. Financial reporting – 75%
4. Bookkeeping & accounting – 67%
5. Portfolio management & administration – 65%
6. Preparation of next generations – 64%
7. Succession planning – 62%
8. Order management system – 56%
9. Philanthropy – 55%
10. Investment research – 55%
11. Lifestyle services – 36%
12. Corporate finance consulting – 35%
13. Tax planning – 33%
14. Art & collection management – 26%
15. Cybersecurity – 26%
16. Pension / Life assurance planning – 25%
17. Legal services  – 22%

Top outsourced functions in family office:

1. Legal services  – 75%
2. Tax planning – 59%
3. Cybersecurity – 52%
4. Investment research – 37%
5. Bookkeeping & accounting – 31%
6. Portfolio management & administration – 30%
7. Pension / Life assurance planning – 29%
8. Corporate finance consulting – 28%
9. Order management system – 27%
10. Succession planning – 21%
11. Financial reporting – 20%
12. Lifestyle services – 16%
13. Portfolio risk management – 14%
14. Preparation of next generations – 14%
15. Philanthropy – 13%
16. Strategic asset allocation – 12%
17. Art & collection management – 12%

Next Generation involvement in family office:

• Yes – 45%
• No – 21%
• Too young – 32%
• Not applicable – 2%

Top family office practices:

1. Financial performance measurement process – 68%
2. Investment committee – 60%
3. Annual budgeting process for family office – 58%
4. Wealth succession plan for family members – 57%
5. Regular review process of all the activities / operations of family office – 55%
6. Annual performance review process for staff members – 53%
7. Financial reporting software from external party – 52%
8. Documented investment process – 50%
9. Governance framework – 49%
10. Job descriptions for roles covered by family office – 49%
11. Cybersecurity controls – 41%
12. Family office strategy / operating manual – 37%
13. Succession plan for family office – 35%
14. Process to select & review external parties / services – 31%
15. Risk management processes beyond investments – 28%
16. Process for budgeting forecasting & cashflow reporting for each nuclear household – 27%
17. Organized process to educate / prepare next generation for their future role / responsibilities – 27%

UBS Global Family Office Report 2026

The Global Family Office Report is researched and written exclusively by UBS. This seventh edition reflects the opinions of 307 of our clients across more than 30 markets worldwide that we surveyed online between 22 January and 30 March 20261 . The average net worth of participating families was USD 2.7 billion and each of their family offices managed an average of USD 1.3 billion in assets. The total wealth of the families surveyed amounted to USD 627.4 billion. Most of their family offices served the first (56%) and second (58%) generations. Seen geographically, families in Europe (ex-Switzerland) and Asia Pacific constituted the two largest groups of respondents at 30% and 23%, respectively, followed by Switzerland (14%), Latin America (13%), the US (12%) and the Middle East (7%). The vast majority (77%) of families surveyed had an active operating business. The mostcommon sectors of the main operating business were real estate (17%), consumer goods (11%) and banks / financial services (10%).

UBS Evidence Lab – UBS Evidence Lab, the largest sell-side alternative data offering of its kind, works across numerous specialized areas creating insight-ready datasets. The experts turn data into evidence by applying a combination of tools and techniques to harvest, cleanse, and connect billions of data items each month. The library of assets, covering thousands of companies of all sizes, across all sectors and regions, is designed to help investors answer the questions that matter to their investment analysis.

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