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A woman stands in front of a window overlooking an urban waterway. Text: Natacha Minniti, co-head of the Global Family Office Practice.
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From New York to Singapore, family offices sit at an inflection point.
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Text: 2026 Global Family Office Report, brought to you by J.P. Morgan Private Bank.
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We are seeing meaningful shifts in investment approaches and generational priorities, all against a backdrop of evolving global dynamics.
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Text: Geopolitics ranked as the number one risk impacting portfolio positioning and outlook. Source: J.P. Morgan Private Bank 2026 Global Family Office Report. A worldwide view into family office strategy. Family offices, 333. Participation increase, 75 percent. William Sinclair, Co-head of the global family office practice.
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This year's Global Family Office Report captures perspectives from 333 family offices from 30 different countries.
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Text: Average assets under supervision, one billion, one hundred and sixty thousand million.
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We are so grateful for the trust our clients have placed in us. The findings reveal how families are redefining what it means to build and sustain legacy.
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Text: Top 5 strategic priorities of today's family offices: 1. Managing liquid financial assets, 2. Structuring and coordinating estate and tax planning, 3. Sourcing and managing direct investments, 4. Financial administration and accounting, 5. Preserving family values, governance. Source: J.P. Morgan Private Bank 2026 Global Family Office Report.
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Amid shifting market dynamics, rapid technological advancement, rising costs, and the challenges of succession, families are charting new paths for the years ahead.
Families are acting with intention to navigate new realities, embracing AI innovation, redefining succession plans, and protecting portfolios from inflation and geopolitical risks. And even as each family brings its own approach, all families share a common focus-- building resilience and aligning with their long-term vision.
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Text: 86 percent lack clear succession plans for key family office decisions. 80 percent of family offices outsource some portion of their investment portfolios.
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And now, more than ever, these families are seeking clarity and confidence, turning to trusted advisors who truly understand what's at stake.
Our teams work side by side with clients, helping them navigate uncertainty and unlock new possibilities. We see complexity as an invitation to listen, to learn, and to build solutions that are as unique as the families we serve.
We are not just sharing data. We are sharing perspective, and we are shaping the future together.
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Text: Global Family Office Report, a worldwide view into family office strategy.
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We invite you to explore the insights, connect with our community, and join the conversation.
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