Family Office Statistics 2025

Allocation

• 26% — Average allocation to equities

  Public equities, with a tilt toward developed markets.

  Source: UBS Global Family Office Report (2024)

• 44% — Average allocation to alternatives

  Includes private equity, real estate, hedge funds, and private debt — the largest single bucket.

  Source: UBS Global Family Office Report (2024)

• 21% — Average allocation to private equity

  Direct deals plus PE funds — a top growth area for family offices.

  Source: UBS Global Family Office Report (2024)

• 9% — Average allocation to cash

  Higher than historical norms, reflecting elevated short-term yields.

  Source: UBS Global Family Office Report (2024)

Cost

• $3M – $10M+ — Average single family office operating cost

  Annual run cost varies with AUM, complexity, and in-house investment team.

  Source: Campden Wealth / RBC Global Family Office Report (2024)

• 11 employees — Average family office staff size

  Median across global single family offices; larger SFOs may exceed 30 staff.

  Source: UBS Global Family Office Report (2024)

• 0.25% – 1% of AUM — Typical MFO fee

  Tiered by assets; full-service MFOs trend lower for $100M+ relationships.

  Source: Cerulli Associates (2024)

• $250M+ — Practical SFO minimum assets

  Below this level, fixed costs typically erode returns; many advisors recommend $500M+.

  Source: EY Family Office Guide (2023)

Geography

• 31% — Share of family offices in North America

  The largest regional concentration globally.

  Source: Deloitte Family Office Insights (2024)

• 32% — Share of family offices in Europe

  Concentrated in Switzerland, the UK, and Germany.

  Source: Deloitte Family Office Insights (2024)

• 28% — Share of family offices in Asia-Pacific

  Fastest growing region, led by Singapore and Hong Kong.

  Source: Deloitte Family Office Insights (2024)

Market Size

• $5.5 trillion — Global family office assets under management

  Aggregate AUM managed by single and multi-family offices worldwide.

  Source: Deloitte Family Office Insights (2024)

• ~8,000 — Estimated number of family offices globally

  Up from roughly 6,100 in 2019, reflecting rapid creation of new offices.

  Source: Deloitte Family Office Insights (2024)

• ~10,720 — Projected number of family offices by 2030

  Roughly 33% growth in family office count this decade.

  Source: Deloitte Family Office Insights (2024)

Services

• 98% — Family offices offering investment management

  Effectively universal — the core function of every family office.

  Source: EY Family Office Guide (2023)

• 76% — Family offices offering tax planning

  Either in-house or through a tightly coordinated external CPA network.

  Source: EY Family Office Guide (2023)

• 71% — Family offices offering philanthropy advisory

  Foundation governance, grant-making strategy, and impact measurement.

  Source: Campden Wealth / RBC Global Family Office Report (2024)

• 62% — Family offices offering next-generation education

  Formal programs to prepare heirs for stewardship and governance roles.

  Source: UBS Global Family Office Report (2024)

Wealth

• ~426,000 — Global ultra-high-net-worth individuals (>$30M)

  UHNWIs are the primary client base for the family office industry.

  Source: Knight Frank Wealth Report (2024)

• +28% — Projected UHNWI growth (2024–2028)

  Driving structural demand for family office services.

  Source: Knight Frank Wealth Report (2024)

• $84 trillion — Wealth transferring to next generation by 2045

  The largest intergenerational wealth transfer in history, much of it via family office structures.

  Source: Cerulli Associates (2023)

Citations

1. UBS Global Family Office Report (2024)
2. Campden Wealth / RBC Global Family Office Report (2024)
3. Cerulli Associates (2024)
4. EY Family Office Guide (2023)
5. Deloitte Family Office Insights (2024)
6. Knight Frank Wealth Report (2024)
7. Cerulli Associates (2023)