The survey, which polled decision-makers overseeing $119.37 billion in combined wealth, highlights a clear departure from conservative strategies. Respondents across 16 jurisdictions cited greater clarity in riskier markets as the primary catalyst for their changing stance. While private equity leads the growth projections, 96 percent of offices intend to increase allocations to private capital, followed closely by private debt, infrastructure, and real estate.
Family Offices Pivot Toward Higher-Risk Alternative Investments
Three-quarters of global family offices plan to ramp up their investment risk appetite over the coming year, according to a new study from service provider Ocorian. The shift is primarily fueled by improved transparency in alternative asset classes, with private equity emerging as the top beneficiary of this capital allocation.
Beyond transparency, investors are responding to a shifting macroeconomic landscape. Nearly half of the participants identified falling interest rates and the strong performance of tech and AI stocks as motivators for taking on more exposure. Geopolitical instability also plays a paradoxical role; while it creates uncertainty, 46 percent of respondents feel it forces them to adjust their risk profiles to preserve growth. Andy Bailey of Ocorian noted that the willingness to embrace these assets reflects a broader evolution in how wealthy families manage their portfolios, even as ESG principles remain a central, non-negotiable consideration for the vast majority.
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