UBS 2024 Family Office Report

Written By Denise Cornell

With thanks to Spark advisor Jordan Mahaffey we’re pleased to share UBS’s latest and most comprehensive Global Family Office Report, featuring insights from 320 single family offices across seven regions, representing over USD 600 billion in wealth. The report reveals:

  • Significant shifts in strategic asset allocation, with increased focus on developed market fixed income and adjustments in real estate allocations

  • Top concerns for family offices, including geopolitical conflicts, climate change, and high debt levels

  • Regional differences in asset allocation preferences, with US, European, and Swiss family offices favoring their home markets

  • The impact of connected operating businesses on asset allocation strategies

Explore these findings and more in the UBS report which you can download here.


Denise Cornell
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