Family offices are refining their investment strategies, emphasizing alternative assets, including private credit and infrastructure, which now constitute 42% of global portfolios. This shift is driven by geopolitical fragmentation and uncertainty in policy, leading 68% of family offices to prioritize diversification and nearly half to increase their investments in illiquid alternatives and ex-US equities. A significant percentage of family offices express a pessimistic outlook regarding global markets, particularly due to US tariffs and trade issues, leading to a greater focus on stable returns and evolving investment in themes such as AI and clean energy.
Family offices are increasingly focusing on alternative assets such as private credit and infrastructure, which now comprise 42% of global portfolios.
68% of family offices are prioritizing diversification due to geopolitical fragmentation and policy uncertainty, with a significant shift towards illiquid alternatives.
60% of family offices express a pessimistic global outlook influenced by new US tariffs and trade disruptions, prompting a focus on stable returns.
Infrastructure is valued for resilience and consistent cash flows, with 75% of family offices maintaining a positive outlook on allocations in this area.
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