糖心传媒

Family offices have rapidly become a standard requirement for today鈥檚 ultra-wealthy.

This year鈥檚 糖心传媒 Family Office Survey draws from exclusive interviews with more than 40 family offices, spanning London, New York, Dubai, Singapore, Hong Kong and beyond.

The survey explores wealth migration, generational strategy clashes, the hunt for excess return investments, and the emerging disruption in wealth management beyond traditional private banking.

The rise of the modern family office is a story about the extraordinary expansion of global wealth. Yet while the sector is growing rapidly, it remains remarkably diverse in approach and operation.

Signs of a shift towards structure for family offices

Despite this diversity, we鈥檙e seeing a general shift towards a more structured approach.

Portfolios increasingly focus on explicit targets, formal processes, and analysis-based decisions. Several trends illustrate this shift:

• Growing collaboration: Co-investment allows for shared risk and access to larger opportunities.
• Professionalisation: Many offices now employ internal specialists in private equity, venture capital, and real estate.
• Diversification: Portfolios tend to combine liquid assets with private equity, venture capital, infrastructure, and direct property investments.

Disruption and mobility: where is wealth going?

Wealthy families are increasingly establishing multiple bases to access deals, networks, and talent. London and New York remain important centres, but newer hubs such as Dubai, Hong Kong and Singapore are gaining momentum.

Technology, data platforms, and improved deal-sourcing tools are enabling institutions to analyse vast numbers of investment opportunities and deliver them to clients more efficiently.

Agility could become the biggest advantage. Single family offices may become the most resilient as flexibility, speed of decision-making, and alignment with a single capital base allow them to adapt quickly to new opportunities.