The Global Family Office Report

Profound transformation

Family offices are experiencing a profound transformation. Once quiet back-office structures, they have become strategic engines at the heart of family wealth, legacy, and innovation. This report, a collaboration between IMD and FBN, explores how family offices evolve, adapt, and redefine themselves as families grow, generations shift, and the pace of change accelerates.

Combined expertise and insights

Blending 73 years of combined expertise and insights from families worldwide, this report combines academic rigor with real-life stories. It examines the expanding role of family offices in the global economy, their contributions to innovation and entrepreneurship, and the shift toward a “family-first” approach.

Key topics include:

• • Trends and innovations in family office operations
  • Governance, investment strategies, and generational transitions
  • Migration of wealth and evolving family expectations
  • Integration of education, professional development, and wellbeing into family office services

Four takeaways

1. Family offices now invest in human, social, intellectual, and reputational capital alongside financial assets.
2. Over half offer education and professional development, with a growing number providing physical and psychological support.
3. Offices are becoming unifiers and catalysts for family legacy, helping families thrive across generations.
4. The report demystifies the role of family offices, offering practical guidance and real-world examples for families and advisors.

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Leading your Family Office

Helps families of wealth set up and sustainably govern their own Single Family Office.

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Managing wealth today

Family offices are no longer static guardians of wealth; they are evolving platforms where identity, purpose, and strategy continuously adapt. As Peter Vogel and Alexis du Roy de Blicquy state:

“Managing wealth today is about much more than financial stewardship. Family offices are becoming dynamic platforms that unify families, build legacies, and drive positive change. The offices that endure will be those that combine resilience with reinvention—where stewardship and innovation, privacy and purpose, tradition and transformation, are held in dynamic balance across generations.”

Authored by:

Peter Vogel– Professor of Family Business & Entrepreneurship, Director Global Family Business Center, and Debiopharm Chair for Family Philanthropy, IMD Business School

Alexis du Roy de Blicquy – CEO, FBN (Family Business Network)

Anouk Lavoie – Research and Learning Manager (IMD Global Family Business Center)

Christine Gaucher – Communities Director, FBN (Family Business Network)

With contributions from:

François Botha – Founder of Simple
Andrew Bryson – Chief Impact and Innovation Officer, FBN (Family Business Network)
Susana Gallardo – President of the Gallardo Family Group Board
Sara Hamilton – Founder, Family Office Exchange (FOX)
Marius Holzer – Co-founder, Parkview
Martin Liechti – Co-founder, Parkview
Miguel López de Silanes Gómez – Market Leader International, Family Office Exchange (FOX)
Jenaan Lilani Bhargava – Head of Impact, FBN (Family Business Network)

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