Business Wire·Sep 22, 2026, 8:30 AM ET

Citi Wealth’s 2026 Global Family Office Report Reveals Clients Are Shifting Their Focus Towards Public Equities While Becoming More Deliberate and Resilient Amid Uncertainty

Citi Wealth released its 2026 Global Family Office Report based on surveys of over 350 family offices across 41 countries conducted in June & July 2026.
Public equities have re-emerged as the primary destination for incremental capital with nearly half of respondents increasing exposure to this asset class.
Private markets remain a strategic pillar with growing interest in direct investing & growth-stage opportunities despite increased selectivity.
Artificial intelligence is shifting from experimentation to implementation focusing on productivity, efficiency & workflow automation rather than immediate alpha generation.
Inflation has become the leading concern for family offices in 2026, surpassing trade disputes & tariffs which were top concerns in 2025.
Nearly 90% of respondents reported positive portfolio performance year-to-date while 41% target annual returns between 7% & 10%.
Family offices are prioritizing leadership succession & next-generation preparedness as immediate priorities with one-third anticipating transitions within five years.
Cross-border complexity is rising as 38% of respondents expect family globalization to increase over the next five years.
Organizational professionalization is expanding beyond investing to include operational planning, risk management & succession governance.
The report identifies capital, capability & continuity as the three key themes underpinning long-term strategies for leading family offices.