UBS’s 2026 report shows 60% of family offices reallocating, a record, while 86% lack a succession plan. Inside the family office governance gap.
Browsing: succession planning
RIA M&A concentration is reshaping 2026: the average seller now manages $1.16 billion as mid-market deals fall from 50% to 32%. What it means for founders.
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.