Bloomberg Businessweek Family Offices Look to Next Generation of Investors
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Dec 3, 2025 A new study reveals that nearly 60% of wealthy families anticipate a leadership change within the next decade. This generational shift is reshaping sectors like investing, philanthropy, and technology. With over $124 trillion at stake, family offices are leaning towards alternative investments while also needing to navigate complex operational challenges. The discussion highlights the increasing role of women in philanthropy and the importance of clear communication about wealth to the next generation for smoother transitions.
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Imminent Generational Shift
- Family offices expect a major intergenerational shift: six in ten plan to transition leadership within ten years and one in three within five.
- This creates a broad rethinking of investing, philanthropy, and technology use across wealthy families.
Conservative Yet Alternative-Focused
- Despite self-describing as conservative, many family offices allocate nearly equal weight to marketable securities and alternatives.
- Private equity, direct company investments, and real estate are the top areas families expect to target for returns.
Plan Succession Conversations Early
- Start early, intentional conversations about mission and succession before a handover occurs.
- Clarify whether the next generation should preserve the founding purpose or pursue different priorities.