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Ocorian's 2025 Global Family Office Report

Ocorian has commissioned a global survey into key themes, strategies and trends facing Family Offices in 2025.  

In June 2025, Ocorian’s Private Client team undertook its annual piece of
primary research which reveals the key investment themes facing Family
Offices – everything from their approach to asset allocation and managing core functions, to investment strategies and succession planning.

We have amalgamated our research into a comprehensive global Family Office report across our jurisdictional reach, including the UK, Europe, Asia, the Middle East, the Americas and Africa.

Following the global Family Office report, we will release jurisdiction specific analyses focused on the key growth markets of Asia and the Middle East. Additionally, we plan to publish two specialised reports offering a deeper exploration of the perspectives of intermediaries and family office professionals / family members on the evolving family office landscape.

Intermediary Focused Family Office Report

Our latest Family Office report examines how intermediaries must adapt to a rapidly changing landscape, driven by increasing professionalism within family offices. Discover how family offices are expanding their teams, undertaking more sophisticated transactions, and establishing robust governance and operational structures that were once the preserve of institutional investors.

Download here. 

2025 Asia Family Office report 

Download our Asia Family Office report for a concise overview of key challenges and strategies in family wealth management across Asia, providing practical insights for family offices, members, and their advisors.

Download here. 

Ocorian Family Office Services

  • Formation & administration of a family office
  • Working with an existing family office
  • HR support services 
  • Lifestyle & luxury assets 
  • Family governance
  • Resident & relocation services 
  • Specialist setup requirements

     

Download our 2025 global Family Office Report & register for all other Family Office reports for when they are available: 

 

Meet our Business Development Team