UBS – Global Family Office Report, 2025
Summary
The main theme of the report is the exploration of family offices' opinions on various investment and management topics.
Key findings include changes in strategic asset allocation, risk attitude, professionalization and governance, costs and staffing, as well as succession planning. The report emphasizes the importance of diversification and a long-term approach in managing family office assets, especially in the context of global economic instability and trade wars.
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