2026 Investment Insights
BNY Wealth’s 2026 Investment Insights for Single Family Offices report reveals how 290 family offices are shifting allocations, embracing AI and redefining portfolio diversification for the future.
From AI to infrastructure to private credit, family office investors are finding investment opportunities in new places. Our 2026 Investment Insights for Single Family Offices report provides an in-depth analysis of the priorities and operational practices of key decision-makers at 290 family offices. This year’s findings show alternative assets taking the lead, infrastructure rising as a top priority and AI shaping both investment strategy and operations.
Get an insider’s look at how 290 global family offices are rethinking investments, operations and technology.
Allocations to alternative assets have jumped to 60%, with private equity and private credit emerging as core portfolio holdings.
Artificial intelligence is the top investment theme for the next five years, creating value as both an investment opportunity and operational engine.
Driven by the global build-out of AI data centers, 56% of family offices plan to increase their exposure over the coming 12 months.
Direct investing remains a priority for generating alpha. Over half of family offices made six or more direct investments in the past year.
With inflation as a leading concern, investors are nearly doubling their exposure to uncorrelated assets like jewelry and fine art as a hedge.
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