2026年全球家族办公室报告全球视野下的家族办公室战略解析-.docxVIP

2026GlobalFamilyOfficeReport

AWORLDWIDEVIEWINTOFAMILYOFFICESTRATEGY

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Foreword

Wearepleasedtopresentour2026GlobalFamilyOfficeReport.Drawingoninsightsfrommorethan300

singlefamilyofficesworldwide,wearedeeplygratefultoallparticipantsforsharingtheirperspectives.Theiropennessenablesustoofferaclear,data-drivenviewofhowfamilyoffices—acrossregionsandassetsizes—arenavigatinggrowth,complexity,andtheevolvingprioritiesandaspirationsoftoday’swealthiestfamilies.

AtJ.P.Morgan,wehavetheprivilegeofworkingwithfamilieswhothinklong-term—notonlyaboutfinancialreturns,butalsoaboutthestewardshipofvalues,legacyandrelationships.Overthepastdecade,the

number,sizeandscopeofglobalfamilyofficeshaveexpandedsignificantly.Today,singlefamilyoffices

aresophisticatedenterprisesoverseeingsubstantialwealth,withinvestmentsandcapabilitiesthatspanindustries,bordersandgenerations.Deliveringthoughtful,tailoredsolutionstothesefamiliesrequires

morethanjusttechnicalexpertise;itdemandsastrategic,adaptiveapproachprovidingaccesstotherightspecialists,insightsandresources.

Thisreportoffersatimelysnapshotofhowfamilyofficesareapproachingkeydecisions,fromportfolio

allocationsandprivateinvestmentstosuccession,engagementandfamilyofficeoperations.Whileeveryfamilyofficeisunique,consistentthemesemergearoundgrowthopportunities,riskmanagementandthechallengesfamiliesfacebothonandoffthebalancesheet.

Wehopeyoufindtheseinsightsbothinformativeandvaluableasyoushapethefutureofyourfamily

enterprise.Shouldyouhaveanyquestionsorwishtoexploreanyspecifictopicscoveredinthereport,yourJ.P.Morganteamstandsreadytosupportyou.

MaryCallahanErdoes

ChiefExecutiveOfficer

AssetWealthManagement

NatachaMinniti

GlobalCo-HeadoftheFamilyOfficePractice

DavidFrame

ChiefExecutiveOfficerGlob