Business Wire·Jun 29, 2026, 8:00 AM ET

Family Offices Turning to “Purpose of Wealth” to Prepare the Next Generation, New AlTi Tiedemann Global and Campden Wealth Research Finds

Early data from the 2026 AlTi Tiedemann Global & Campden Wealth Family Office Operational Excellence Report indicates that defining the purpose of wealth is a top priority for family offices to guide the next generation.
48% of the 126 surveyed family offices have formally defined their wealth's purpose & are implementing steps to achieve it, an increase from 33% in 2025.
65% of respondents who began defining their purpose cited providing guidance to the next generation as a primary driver.
71% of respondents have not yet, or not yet fully, engaged the next generation in the purpose-definition process.
Nearly 60% of families that defined their purpose used external support or recognized they would have benefited from it.
The research suggests a shift from merely preparing wealth for heirs to preparing heirs for wealth ownership & stewardship.
Full findings from the third edition of the report, focusing on non-investment operational excellence, will be published in September 2026.