Time to Shift Gears?

BCG

Saurabh Tripathi

Research

44 Pages

The authors examine how family offices are evolving from wealth preservation vehicles into increasingly institutional investors with broader ambitions, larger allocations to private markets, and growing influence across capital markets. AI, geopolitics, and succession planning are emerging as defining themes as family offices adapt to a more complex investment landscape.

Key Takeaways

Private Markets Growth: Principal investors managed $43 trillion globally in 2025, reflecting continued expansion of family office and institutional capital across private market opportunities.
AI Investment Priorities: Among surveyed investors, 48% favored cloud infrastructure opportunities, 47% highlighted computing power, and 45% identified AI model development as attractive areas.
Investor Confidence Trends: Roughly 70% of surveyed principal investors expect AI to materially reshape investment opportunities, making it one of the most widely cited themes in the study.
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