Citi Wealth Report Identifies Global Trade Disputes as Top Concern for Family Offices

What's Happening?

The 2025 Global Family Office Report by Citi Wealth has identified global trade disputes as the primary concern for family offices worldwide, with 60 percent of respondents expressing this view. The report, which surveyed 346 family offices across 45 countries, also highlighted concerns over US-China relations and inflation. Despite these geopolitical challenges, there is optimism among family offices regarding their portfolio returns, with many expecting significant gains. The report also notes a strong focus on direct investing and the adoption of artificial intelligence, with many family offices increasing their direct investment activities and deploying AI for operational and investment analytics.

Why It's Important?

The concerns highlighted in the report reflect the broader economic uncertainties affecting global markets, particularly the impact of trade disputes on investment strategies. Family offices, which manage significant wealth, play a crucial role in global financial markets, and their strategies can influence broader economic trends. The focus on direct investing and AI adoption indicates a shift towards more proactive and technologically advanced investment approaches. This could lead to increased innovation and efficiency in wealth management, potentially setting new standards for the industry.

What's Next?

As family offices continue to navigate geopolitical and economic challenges, their strategies will likely evolve to address these risks. The ongoing professionalization of family offices, particularly in investment functions, suggests a trend towards more sophisticated risk management and talent acquisition. This evolution could lead to more resilient and adaptable investment strategies, better equipped to handle future uncertainties.