Navigating the Future: Insights from Our APAC Family Office Report 2026

Asia’s family offices are at a pivotal crossroads. The greatest intergenerational wealth transfer in history, an evolving investment landscape, and the rise of digital transformation are redefining success, risk, and legacy across the region.

Schroders Wealth Management’s inaugural APAC Family Office Survey, based on responses from 60 senior decision-makers at prominent family offices across Asia Pacific, offers an in-depth look at how leading Asian families are redefining wealth preservation and growth in an age of complexity and opportunity.

Key insights

30%

of family offices have a comprehensive, documented legacy plan; even fewer have a succession plan.

87%

of APAC family offices invest in private equity, with 52% planning to increase their allocation.

55%

operate with a formal investment mandate or policy, while another 15% are developing one.

80%

expect to step up investment in digital and AI tools, despite security and expertise concerns.

“Families in Asia are embracing change and looking ahead with purpose. This report offers a practical roadmap for navigating the complexities ahead, underscoring the importance of working with trusted advisers who bring together legacy planning, institutional expertise, and digital acumen to safeguard their legacy.”

Clare Anderson

Global Head of Schroders Family Office Service

Your trusted partner for the journey ahead

Family offices are seeking trusted partners with institutional-grade expertise, innovative digital capabilities, and the experience to help families turn vision into measured, enduring results.

At Schroders Wealth Management, we offer tailored governance frameworks, leading private markets access, and secure, consolidated reporting - backed by generations of insight and a commitment to exceptional service.

Download the full report or contact our Family Office team today to start navigating your future with confidence.

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