1、Ocorians 2025Global Family Office ReportExpertise.Trust.Scale.IntroductionIn June 2025,Ocorians Private Client team undertook its annual piece of primary research which reveals the key investment themes facing Family Offices everything from their approach to asset allocation to investment strategies
2、.It also uncovers their increasing professionalisation how they plan to manage core functions,which jurisdictions they prefer and their succession plans.We have amalgamated our research into a comprehensive global Family Office report across our jurisdictional reach,including the UK,Europe,Asia,the
3、Middle East,the Americas and Africa.We hope this report serves as a valuable resource and provides actionable insights.Following the global Family Office report,we will release jurisdiction-specific analyses focused on the key growth markets of Asia and the Middle East.Additionally,we plan to publis
4、h two specialised reports offering a deeper exploration of the perspectives of intermediaries and family office professionals and family members on the evolving family office landscape.Contents02 Introduction 06 Family Office investment strategies 12 The professionalisation of the Family Office 13 T
5、he current climate and Family Offices 15 Family Office operations and structuring 17 Key themes and areas of focus22 Ocorians Family Office services To register for our upcoming reports,please follow the QR code 23Key findingsResearch background The research was conducted by independent research age
6、ncy PureProfile.It asked a range of 55 questions depending on whether the respondent identified as a Private Client intermediary or a Family Office member/professional.The survey was completely anonymous respondents didnt know the survey was Ocorian led.It was completed by 200 respondents in total a
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