In June 2025, Ocorian’s Private Client team conducted its annual primary research, highlighting the key investment themes and trends currently shaping the decisions of family offices and intermediaries worldwide.
This year, we have undertaken a focused analysis from an Asia perspective, uncovering the most significant challenges and strategies affecting family offices, family members, and the intermediaries who advise UNWI and UHNWI clients across the region. Our aim is for this report to serve as a valuable resource, offering practical insights for those navigating the evolving landscape of family wealth management in Asia.
Key research findings:
- Family Office investment strategies
- The current climate and Family Offices
- Family Office operations and structuring
- Key themes and areas of focus
- Family Offices and their relationship with advisors
- Ocorian's Family Office services
