UBS Global Family Office Report 2025 – Ten key trends for UHNW families
Written by
Kyra Motley, Will Finnerty, and Emily Wood write in eprivateclient, sharing their insights into ten emerging trends shaping the priorities of UHNW families, and emphasising the growing demand for tailored succession planning solutions.
Reflecting on key findings from the UBS Global Family Office Report 2025, the team explain how UHNW families are responding to increasing global uncertainty. They highlight a shift toward developed market equities, particularly in AI and healthcare, with rising interest in private debt as a diversification tool. Sustainability, generative AI and electrification are also gaining traction as long-term investment priorities.
Succession planning remains a significant vulnerability, with only just over half of family offices having formal plans in place and even fewer involving the next generation. At Boodle Hatfield, experience shows growing demand for bespoke legal structures, family constitutions and education strategies to ensure smoother transitions, safeguard family cohesion and preserve wealth and purpose across generations.
The full article published by eprivateclient in July 2025 can be found here and sits behind a paywall.
