How are family offices reacting to challenges such as a global trade war, emerging technology and generational transitions? The recently released Global Family Office Report 2025 from UBS, based on a survey of 317 family offices, explores these and other questions.
A few of the report’s findings:
- The technologies family offices are most likely to say they are familiar with and have a clear investment strategy for are healthcare (35%), electrification (29%) and generative AI (27%).
- Just over half — 53% — of respondents have a succession plan in place, up from 47% last year.
- A global trade war was the risk that most worried family offices, with 70% say they are worried about it happening in the next 12 months.
The report generated a wide range of coverage in the business press:
- Trade War Biggest Risk For Global Family Offices In 2025 — UBS Report (Family Wealth Report)
- Global family offices to increase exposure to China and India over next 12 months: UBS (South China Morning Post)
- Family offices stay invested amid concerns over trade wars and recession: UBS (The Straits Times)
- UBS family office clients pivot to hedge funds amid macro volatility (Hedgeweek)
- Apac family offices favour developed market equities, bonds: UBS report (The Business Times)
- Family offices keep ‘strong bias to the U.S.’ amid market turmoil, UBS survey finds (Yahoo! Finance)
- Short-Term Tariffs, Long-Term Turmoil: Inside the Family Office Fear Gauge (finews.asia)
