Family Office Trends 2026

Explore the primary shifts and portfolio strategies shaping the family office landscape this year through the 2026 Global Family Office Report and the J.P. Morgan Private Bank Family Office Report.

Investment Outlook & Asset Allocation

• Return Performance: Nearly 9 out of 10 family offices globally report positive year-to-date returns despite persistent inflation and geopolitical risks.

• Public Equities Surge: Public equities have reclaimed top priority for new capital deployments, with roughly 37% to 47% of family offices increasing their public equity exposure to chase growth, liquidity, and flexibility.

• Private Markets Still Pillar: Private markets remain a core long-term strategy (engaging roughly 75% in direct investing), though families are acting with tighter selectivity, focusing on growth-stage (57%) and pre-IPO (40%) opportunities.

• Top Concerns: Inflation ranks as the primary macro concern (cited by 64% of respondents), followed by interest rates (44%) and financial stability (38%).

Technology & Artificial Intelligence

• AI Adoption: Over half to 65% of family offices prioritize or actively utilize artificial intelligence, primarily applying it to investment research (57%), forecasting (76%), alternative data analysis (74%), and portfolio modeling (73%).

• Operational Infrastructure: Integrating AI is driving a broader push toward professionalization, modernizing data controls, and improving tech stacks.

Governance, Succession & Operations

• Succession Gaps: A major vulnerability remains in leadership continuity; roughly 82% to 86% of family offices report lacking a formal, documented succession plan.

• Outsourcing: Around 80% of family offices now outsource portions of their investment management or specialized operational functions to external advisors to control costs and access capabilities.

Sources: Citi Private Bank, JP Morgan