Family offices are putting more capital into public equities while maintaining exposure to private markets, according to Citi Wealth’s latest global survey.
Family offices are increasing allocations to public equities as they seek growth, liquidity and flexibility in a more uncertain market environment, according to Citi Wealth’s 2026 Global Family Office Report. Nearly 90% of respondents reported positive portfolio performance so far in 2026 The report is based on responses from 351 family offices across 41 countries and examines how wealthy families are managing portfolios, risk and succession planning amid changing economic and geopolit