Family Offices Market Report 2026

The family offices market size has grown strongly in recent years. It will grow from $20.41 billion in 2025 to $21.55 billion in 2026 at a compound annual growth rate (CAGR) of 5.6%. The growth in the historic period can be attributed to increasing concentration of global high-net-worth individuals, rising complexity of wealth structures, growing demand for centralized financial governance, expansion of cross-border investments, increasing need for succession planning.

The family offices market size is expected to see strong growth in the next few years. It will grow to $27.36 billion in 2030 at a compound annual growth rate (CAGR) of 6.1%. The growth in the forecast period can be attributed to increasing adoption of technology-enabled family offices, rising focus on sustainable and esg investing, growing demand for virtual family office models, expansion of regulatory oversight, increasing integration of advanced analytics in wealth management. Major trends in the forecast period include increasing adoption of digital wealth management platforms, rising focus on alternative and impact investments, growing demand for integrated risk and compliance management, expansion of multi-family office structures, enhanced use of advanced data analytics.

The rising demand for wealth management is anticipated to fuel the expansion of the family offices market in the coming years. Wealth management involves professional services and strategic approaches designed to assist individuals or families in preserving, growing, and overseeing their assets. Family offices are expanding by offering a wider array of advanced financial services and specialized expertise to address the complex requirements of high-net-worth individuals and families. The advantage of a family office in wealth management lies in delivering highly customized and holistic financial solutions aligned with the unique needs and objectives of affluent families, supporting the long-term preservation, growth, and effective management of wealth across generations. For example, in August 2023, UBS Group AG, a Switzerland-based investment banking firm, reported that global wealth is expected to grow by 38% over the next five years, reaching USD 629 trillion by 2027. This growth is expected to be largely driven by middle-income countries. By 2027, wealth per adult is projected to reach USD 110,270, the number of millionaires is estimated to increase to 86 million, and the population of ultra-high-net-worth individuals (UHNWIs) is anticipated to rise to 372,000. Consequently, the growing need for wealth management will propel the growth of the family offices market.

Major companies in the family offices market are also innovating their services, introducing offerings such as syndicate funds for family offices to maintain a competitive edge. A syndicate fund is a pooled investment vehicle where multiple investors, often sharing similar investment goals or interests, contribute capital to collectively invest in diverse assets or opportunities. For instance, in September 2023, Artha Group, an India-based property developer, launched the Artha Continuum Fund (ACF), an exclusive syndicate fund tailored for family offices and ultra-high-net-worth individuals (UHNIs). This fund offers elite investors direct access to bridge rounds of emerging growth-stage ventures, allowing them to invest a minimum of ₹10 crores ($1,209,510) per deal. ACF strategically co-invests alongside leading VC funds, providing investors with a unique entry into the growth stage VC ecosystem. By addressing due diligence depth and negotiation power, ACF offers investors a platform for elevated returns from private investments while mitigating risks associated with early-stage startups.

In December 2024, Homrich Berg Wealth Management (HB), a US-based wealth management and financial advisory firm, acquired WMS Partners for an undisclosed sum. Through this acquisition, HB seeks to broaden its multi-family office offerings and grow its assets under management, reinforcing its footprint across several states and enhancing its ability to serve high- and ultra-high-net-worth clients. WMS Partners is a US-based multi-family office and registered investment adviser that focuses on delivering wealth management, trust and estate planning, and private investment solutions to high- and ultra-high-net-worth individuals.

Major companies operating in the family offices market include Cascade Investment Group Inc., MSD Partners LP, Stonehage Fleming Group, Glenmede Trust Co, The Bessemer Group Incorporated., The Bank of New York Mellon Corporation, UBS Group AG, BMO Financial Group, Cambridge Associates Ltd., Citigroup Inc., Wells Fargo & Company, Northern Trust Corporation, Silvercrest Asset Management Group LLC, The Pictet Group, Emerson Collective LLC, Bezos Expeditions LLC, The Woodbridge Company Ltd., Hillhouse Capital Management Limited, Premji Invest, ICONIQ Capital LLC, Bregal Investments LLP, Gart Capital Partners, Rockefeller Capital Management L.P., Soros Fund Management LLC, The Chernin Group Inc., The Pritzker Organization LLC, The Raine Group LLC, The Yucaipa Companies LLC, Tiger Global Management LLC

North America was the largest region in the global family offices market in 2025.Asia-Pacific is expected to be the fastest-growing region in the forecast period. The regions covered in the family offices market report are Asia-Pacific, South East Asia, Western Europe, Eastern Europe, North America, South America, Middle East, Africa. The countries covered in the family offices market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Taiwan, Russia, South Korea, UK, USA, Canada, Italy, Spain.

The family offices market includes revenues earned by entities by succession planning, inheritance tax planning, dilution of non-core family assets, and family settlements. The market value includes the value of related goods sold by the service provider or included within the service offering. Only goods and services traded between entities or sold to end consumers are included.

The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD unless otherwise specified).

The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.

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