Ocorian's Global Family Office Report 2026

Across our private wealth offering, there is perhaps no area more dynamic than the family office. Over the past decade, wealth management has undergone a quiet but profound evolution—from highly personalised, concierge‑style stewardship of family affairs to globally integrated institutions offering sophisticated capabilities across multiple jurisdictions and touchpoints.

Today’s complex private client landscape demands sophistication, globalisation and connection. Family offices have had to professionalise rapidly as a result of their growth but also because of both market and client demand. But what should not be forgotten is that no matter how institutionalised systems, processes and governance become, we’re still talking about the assets of families. Real people who have generated, multiplied, safeguarded, invested, distributed and managed their wealth with care and passion precisely because it is theirs.

For the 2026 edition of Ocorian’s Global Family Office Report, we’ve conducted a global survey that asks questions of those who have family offices and those who work with them. We wanted to know about global growth, current challenges, changing family priorities, the impact of technology and geopolitics, and the role of specialist service providers in knitting all of this together.

Key findings:

The evolving profile and global footprint of Family Offices
Navigating current challenges and demand
Responding to shifting priorities in a dynamic landscape
Geopolitics: What does this mean for Family Offices? Insights from BDO.
Risk, resilience and the maturing Family Office. Insights from Toro Solutions.
Harnessing data, AI, and reporting for strategic decision-making. Insights from Landytech.
Governance structures and effective decision-making
The role of specialist service providers in supporting Family Office success