1、Global Family Office Report 2025For UBS marketing purposesA few words about our researchThis is the sixth Global Family Office Report which has actively surveyed the opinions of family offices in our client base,soliciting their views on a wide range of investment and family office topics.Among othe
2、r matters,we asked about changes in strategic asset allocation,attitudes to risk,professionalization and governance,costs and staffing,and succession planning.We captured the views of 317 UBS family office clients.The average net worth of participating families was USD 2.7 billion,with their family
3、offices managing USD 1.1 billion each.The online survey was conducted from 22 January to 4 April 2025.Further,the survey findings were supplemented by in-depth interviews which took place between 9 April and 7 May 2025 and focused on key topics such as the impact of the recent market developments on
4、 the asset allocation and portfolio construction of family offices.Cover image by Costas Spathis.Connecting mainland Greece to the Peloponnese peninsula,the Rio-Antirrio Bridge stands as an engineering masterpiece.As the worlds longest cable-stayed bridge,it exemplifies the principle of diversificat
5、ion for stability,much like a family office investment portfolio.Just as it unites two parts of Greece,a family office bridges the generations.Global Family Office Report 20253ContentForeword Executive summarySection 1Asset allocation and portfolio constructionSection 2 Emerging technologies Section
6、 3 Active versus passive investing 4682630Section 4RiskSection 5 Professionalization and governance Section 6 Costs and staffingSection 7 Succession planning Regional spotlights Some facts about our report34 4048546074Global Family Office Report 20254Global Family Office Report 20255ForewordWere ple
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