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Bailey McCann, Opalesque New York: Family offices are investing robustly across all asset classes, but have flagged persistent inflation as a key risk according to the newly released Global Family Office Report from Citi Wealth.
351 family office executives across more than
40 countries shared their views with Citi Wealth for the report.
Nearly nine in ten respondents reported positive portfolio
performance year-to-date, while 41% continue to target
annual returns of 7% to 10%. Report data shows that families are closely monitoring not just returns, but ongoing geopolitical and macroeconomic uncertainty. Much of 2025 was defined by tariff policy. Much of this year has been defined by global conflict and questions around interest rates.
Despite positive portfolio performance, respondents said that concerns about persistent inflation have overtaken other risk areas. Inflation affects portfolio construction, spending policies,
liquidity management and long-term purchasing power.
For many family offices, preserving real wealth has become
as important as generating nominal returns.
Rising inflation is pushing more family office investment dollars into public equities where valuations and liquidity are high. According to the report, families are still interested in private markets and private equity specifically, but they have become much more selective about their manager relationships and are looking for direct and co-investment opportunities.
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