09.17.25

Family Offices Steady the Course, Citi Reveals

by: Steve Randall

Citi Wealth’s 2025 Global Family Office Report, surveying 346 family offices across 45 countries, finds that despite trade frictions, slowing growth and regulatory uncertainty, investment approaches remain steady. Asset allocations were largely unchanged, with private equity attracting the freshest capital, particularly among offices with over $500 million assets under management. Half of respondents expect portfolio gains of 5-10%, while 30% project 10-15%. Direct investing remains key, especially in growth and early-stage companies. AI adoption has nearly doubled, mainly for operational efficiency and investment analytics. However, gaps persist in risk management, cybersecurity and succession planning.

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