Shaping the Future
Get an in-depth view into the priorities and intentions of investment decision-makers from family offices in Saudi Arabia, the UAE and Kuwait.
Amid heightened regional tensions, economic uncertainty and market volatility, Gulf Cooperation Council (GCC) family offices are refining how they allocate capital, manage risk and position their portfolios. Our findings reveal where capital is flowing, the investment themes attracting attention, and the operational strengths enabling family offices to pursue growth, resilience and long-term impact.
Family offices are building resilience through greater cash reserves, geographic diversification, scenario planning and selective hedging.
Private equity leads planned allocation increases, while alternatives remain central to long-term portfolio construction.
Shariah compliance guides investment decisions, while philanthropy and impact investing increasingly align with family values.
Nine in 10 respondents expect to invest in new technologies over the next two years to improve reporting, efficiency and decision-making.
Family alignment, succession planning and behavioral biases rank among the most significant concerns for sustaining wealth across generations.
Survey results are based on responses from a defined sample of participants and reflect respondent views at the time of the survey. They may not be representative of all family offices or investors and should not be relied upon as predictions of future market behavior or outcomes.
The Bank of New York Mellon, DIFC Branch (“DIFC”) is communicating these materials on behalf of The Bank of New York Mellon. The Bank of New York Mellon is a wholly owned subsidiary of The Bank of New York Mellon Corporation. This material is intended for Professional Clients only and no other person should act upon it. DIFC is regulated by the Dubai Financial Services Authority and is located at Dubai International Financial Centre, The Exchange Building 5 North, Level 6, Room 601, P.O. Box 506723, Dubai, UAE. The Bank of New York Mellon, ADGM Branch ( “ADGM”) is communicating these materials on behalf of The Bank of New York Mellon. The Bank of New York Mellon is a wholly owned subsidiary of The Bank of New York Mellon Corporation. This material is intended for Professional Clients only and no other person should act upon it. ADGM is regulated by the Financial Services Regulatory Authority and is located at Abu Dhabi Global Markets, Al Maryah Tower, Level 4, Unit 404, P.O. Box 764645, Abu Dhabi, UAE.
This material is provided for educational purposes only. This material is not intended to constitute legal, tax, investment or financial advice and may not be used as such. Effort has been made to ensure that the material presented herein is accurate at the time of publication. However, this material is not intended to be a full and exhaustive explanation of the law in any area or of all of the tax, investment or financial options available. We recommend all individuals consult with their lawyer or tax professional, or their investment or financial advisor for professional assurance that this material, and the interpretation of it, is accurate and appropriate for their unique situation. The comments in this paper reflect the author’s views and may not reflect the opinion or views of BNY. The BNY Private Bank conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. BNY is the corporate name of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally.
Trademarks and logos belong to their respective owners. All data in this paper is as of June 2026 unless otherwise noted. It is based on sources believed to be reliable, but its accuracy is not guaranteed. © 2026 The Bank of New York Mellon. All rights reserved.
WM-1006389-2026-09-23