Family Offices: Pivoting to the Future
In recent months, family offices have been sharpening their playbooks, shifting gears toward alternative and thematic assets. The trend isn’t just a fad; it’s a strategic dance to stay ahead of the curve.
What’s the Beat?
According to fresh research, a staggering 42 % of global portfolios now feature these non‑traditional options, especially private credit and infrastructure. That’s almost half the pie going to the “under the radar” side of things.
Why the Shift?
Geopolitical chaos and policy uncertainty have made many investors nervous. 68 % of family offices are tightening their focus on diversification, while almost 50 % are looking to boost exposure to illiquid alternatives and ex‑US equities. In short, it’s a safety‑net strategy: ditch the “one‑size‑fits‑all” and build a more resilient portfolio.
Feeling the Nerve
- ≈60 % of surveyed offices hold a pessimistic global outlook.
- New U.S. tariffs and trade disruptions are the big stressors.
- Stability is now king—stable cash flows and diversification beyond traditional markets are the new mantra.
Infrastructure: The Golden Goose
Infrastructure stands out as a lock‑in for reliable returns. At least three‑quarters of family offices have a thumbs‑up for these assets, and close to a third plan to increase their stakes in private credit and infrastructure in the 2025‑2026 window.
Future Themes on the Radar
- AI – Because the machines are finally getting smarter.
- Healthcare – Keeping the world healthy and, let’s be honest, profitable.
- Clean Energy – Powering the planet while staying green.
In a world where “diversification” feels like a mantra heard at every investment conference, family offices are stepping up. They’re blending traditional stability with forward‑looking themes, creating portfolios that can weather storms while chasing tomorrow’s opportunities.
