Hello from the newsroom at Canadian Family Offices. I’m Joe Chidley, managing editor, and we're sending out this Thursday blast to give our newsletter subscribers a heads-up that the UBS Global Family Office Report 2026 has just been released.
The annual UBS report is among the most comprehensive and highly anticipated research efforts in the single-family office sector, and we have the highlights.
Among them:
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In response to shifting geopolitical realities and an evolving risk environment, more SFOs than ever are planning to alter their asset allocations over the next 12 months.
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Confidence in the U.S. dollar is waning and SFOs are diversifying their currency exposures. Family offices outside North America are increasingly looking beyond U.S. assets, even though they remain core holdings.
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Artificial intelligence has emerged as a key allocation theme for SFOs, with a focus on enabling infrastructure and technologies.
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Governance gaps outside of investment management persist, and many SFOs face challenges in involving the next generation.
Check out the whole story on our site. You can also find a link within the article to download the full UBS Global Family Office Report 2026.
