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 intermediaries who work with family offices worldwide.
Family offices have always played a critical role in safeguarding and growing private wealth across generations. But in recent years, they have entered a new phase - one of rapid professionalisation. They are hiring more employees, conducting more-sophisticated deals and building the kind of governance and operational infrastructure once reserved for institutional investors. This shift is being driven by a combination of global wealth expansion, intergenerational transitions and a growing preference among ultra-high net worth families to retain control of their capital rather than relying solely on private banks.
As a result, family offices are no longer quiet administrative hubs - they are active, influential players in global private capital markets, deploying wealth strategically into private equity, real estate, venture capital and increasingly sustainable and impact-led investments.
Key report findings:
- The rise of the professionalised family office
- Collaboration as the new currency
- Disagreements in a volatile world
- The intermediary’s opportunity
- The evolution of the private wealth lifecycle
- Ocorian’s perspective
