What are family offices’ priorities this year? According to BNY Wealth’s recently released
“2025 Investment Insights for Single Family Offices,” about one-third (32%) say expanding their investment offerings is top of mind. The next most commonly cited top priorities were involving the next generation (16%), technology platforms (16%) and acquiring and retaining talent (15%).
The report, based on a survey of professionals at 282 global single family offices, highlighted a number of family office investment trends:
- Family offices remain interested in direct investing: 64% plan to make six or more direct investments this year. The report also found that demand for co-investments is likely to grow.
- Digital assets are going mainstream: 74% of respondents have either invested in cryptocurrencies or are exploring doing so.
- AI is both a tool and an opportunity: More than half (52%) of family offices are using AI to help make investment decisions. And even more (83%) consider AI the top investment opportunity for the next five years.
- Inflation is a risk: This year’s survey found a 39% increase in reported concern about inflation, making it the top investment risk among U.S. investors.
The report was covered in several publications:
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- Family Offices Lean Further Into Alts, Crypto (Chief Investment Officer)
- Single-Family Offices Remain Keen on Direct Investing; Challenges Remain — Study (WealthBriefing)
- Family Offices Are Reshaping Portfolios Amid Shifting UHNW Priorities (InvestmentNews)
