2026 Global Family Office Report
Our eighth annual Global Family Office Report provides fresh insights into how family offices today face an increasingly complex environment marked by economic uncertainty, technological disruption, globalization, and generational transitions.
Leading family offices are investing with conviction, building stronger organizations and preparing future generations for stewardship.
The most successful organizations are responding with confidence, and building strategies centered on three priorities: Capital, Capability and Continuity.
Dawn Nordberg
Head of Integrated Client Solutions and the Global Family Office Group
Family offices globally are balancing conviction with resilience, opportunity with discipline, and growth with stewardship. As leading institutional investors, they are deploying capital, building capabilities and creating continuity in ways that will shape future generations. We are committed to empowering our family office clients by providing clarity and specialized expertise to navigate this new era.
Alexandre Monnier
Head of Family Office Advisory
As the world around us becomes more complex, family offices are uniquely positioned to build resilient portfolios, reimagine their operations and professionalize in ways that enable their families to achieve ambitious goals. By leveraging Citi’s global reach and deep capabilities, we are proud to partner with family offices around the world to help them prepare future generations and preserve and grow wealth.
10 Key takeaways from the 2026 Global Family Office Report
CAPITAL
Strong performance in the face of rising uncertainty
Managing risk without abandoning opportunity
Inflation flagged as a concern
Public equities return to leadership
Private markets remain central to growth
CAPABILITY
Professionalization moves beyond investing
AI shifts from experimentation to implementation
Rising globalization brings heightened complexity
CONTINUITY
Succession emerges as an immediate priority
Preparing future leaders, not just future owners
350+
Single family office clients surveyed globally
40+
Countries represented
$2.1B
Average net worth of the families surveyed
Respondents were asked approximately 50 wide-ranging questions seeking to understand family office clients’ investment sentiment, portfolio actions, operational practices and family governance. They also gave insights into the thinking and behaviors of the families they serve, including their ambitions and concerns, growing global footprints, and priorities for the next generation.
We believe our survey and the resulting report to be one of the most global and comprehensive studies in our industry.
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Speak to our team to review your family offices' holdings in comparison to the survey results.
