Friday, August 28th, 2026 ⁠A topical newsletter from CIO Family Office Investing Consideration of how this type of investor is institutionalizing and starting to compete with larger institutions for talent and ideas. Asset Allocation Family Offices Growing in Number, Size Expansion can warrant professionalization and put offices in competition for personnel with asset managers and institutions. Technology For Family Offices, AI Is Both an Investment Theme and an Operational Test Adoption of artificial intelligence tools and investments are rising across family offices. Asset Allocation Asset Allocation Issues Family offices are realigning their portfolios to avoid geopolitical, home region, concentration and currency risks. Market Moves Family Offices Face a Turning Point With one-third of family offices expecting to transfer control in the next five years, a new generation will enter the business. Alternatives Family Office Investors Attracted by Flexibility, Tax Advantages of Direct and Co-Investments Interest in alternative investments remains strong, but family offices are taking a more disciplined approach to the asset class. Research Key Metrics About Family Offices and Their Strategies Data from J.P. Morgan Private Bank offer a glimpse into the people in and investment priorities of family offices around the world. Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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