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摩根大通:2026年全球家族办公室报告:全球视野下的家族办公室战略解析(英文版)(47页).pdf

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1、2026 Global Family Office Report A WORLDWIDE VIEW INTO FAMILY OFFICE STRATEGY 2 Foreword We are pleased to present our 2026 Global Family Office Report.Drawing on insights from more than 300 single family offices worldwide,we are deeply grateful to all participants for sharing their perspectives.The

2、ir openness enables us to offer a clear,data-driven view of how family officesacross regions and asset sizes are navigating growth,complexity,and the evolving priorities and aspirations of todays wealthiest families.At J.P.Morgan,we have the privilege of working with families who think long-termnot

3、only about financial returns,but also about the stewardship of values,legacy and relationships.Over the past decade,the number,size and scope of global family offices have expanded significantly.Today,single family offices are sophisticated enterprises overseeing substantial wealth,with investments

4、and capabilities that span industries,borders and generations.Delivering thoughtful,tailored solutions to these families requires more than just technical expertise;it demands a strategic,adaptive approach providing access to the right specialists,insights and resources.This report offers a timely s

5、napshot of how family offices are approaching key decisions,from portfolio allocations and private investments to succession,engagement and family office operations.While every family office is unique,consistent themes emerge around growth opportunities,risk management and the challenges families fa

6、ce both on and off the balance sheet.We hope you find these insights both informative and valuable as you shape the future of your family enterprise.Should you have any questions or wish to explore any specific topics covered in the report,your J.P.Morgan team stands ready to support you.Mary Callah

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