UBS’s 2026 report shows 60% of family offices reallocating, a record, while 86% lack a succession plan. Inside the family office governance gap.
UBS’s 2026 report shows 60% of family offices reallocating, a record, while 86% lack a succession plan. Inside the family office governance gap.
J.P. Morgan’s 2026 report: 65% of family offices target AI but 79% have zero infrastructure allocation. Ocorian: 86% use AI internally, only 7% invest in it.
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