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Wealthiest Family Offices Stay Invested Despite 2026 Volatility
A family office manages money for a very wealthy family.
Citi Wealth surveyed 351 of these offices in 41 countries.
Almost nine out of ten said their investments had grown in 2026 so far.
Only about one in twenty reported losses.
Inflation was their biggest worry, more than the Middle East conflict.
Most families did not make large changes when markets became unsettled.
Their money was mainly invested in public company shares, bonds, cash and private businesses.
Many planned to invest more in developed-country stocks, especially in North America.
The report says these families are trying to manage risk while continuing to invest for the long term.
Nearly 90% of surveyed family offices reported positive returns in 2026 year to date, while 5% recorded losses.
The survey covered 351 family offices across 41 countries, with 54% managing more than $500 million.
Inflation was the leading concern, followed by interest rates, financial-system stability, market volatility and the Middle East conflict.
Public equities represented the largest portfolio allocation at 30%, followed by fixed income at 16% and cash at 12%.
North America was the most favored destination for new investment, while 41% made no portfolio changes after the Middle East shock.
- Who
- Citi Wealth surveyed 351 family offices managing wealth for affluent families across 41 countries.
- What
- The survey found that nearly 90% reported gains in 2026 year to date and that family offices largely remained invested despite market volatility.
- Where
- The surveyed family offices were located across 41 countries, with North America and Asia Pacific among the regions discussed.
- When
- The findings cover 2026 year to date and compare portfolio results with the previous year.
- Why
- Family offices were responding to market volatility linked to the Middle East conflict while focusing most closely on inflation, interest rates and financial-system stability.
Key facts
- Survey source
- Citi Wealth’s 2026 Global Family Office Report
- Survey sample
- 351 family offices across 41 countries
- Positive returns
- Nearly 90% reported gains in 2026 year to date
- Top concern
- Inflation was cited by nearly two-thirds of respondents
- Largest allocation
- Public equities accounted for 30% of portfolios
- Planned regional increase
- 39% planned to increase exposure to North America
- Strategy response
- 41% made no changes after the Middle East shock
Sources
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