Family Offices Eye More Private Markets and Technology in 2026

Family offices private markets 2026 strategies are set to tilt further toward private markets and overseas assets, while next-generation leaders push for greater technology adoption, tighter risk controls and improved transparency, according to a Crain Currency report.

People familiar with the discussions said family offices private markets 2026 allocations will remain active in public equities but become more selective in private credit and direct deals, favouring stronger underwriting standards and liquidity.

The report also expects wider use of real-time reporting dashboards, hybrid staffing models that combine lean internal teams with external specialists, and more formal governance frameworks such as family councils and constitutions.

Succession planning is gaining urgency, with UBS estimating that only about 53% of family offices currently have a formal wealth succession plan in place.