Family Offices Shift 60% to Markets, Cut U.S. Exposure
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- UBS reports that 60% of family offices plan to adjust their investment allocations within the next year, double the proportion from the previous five years.
- Family Offices are trimming U.S. holdings and adding to emerging markets, with North America the only region slated for a cut and Latin America and Africa slated for growth.
- John Mathews says concerns have shifted from trade tariffs to broader geopolitical tensions, global debt, and interest rates, shaping longer‑term strategies.
- Swiss Franc is a preferred currency for diversification as more than a quarter of family offices aim to lower U.S. dollar‑denominated assets.
- Geopolitical Uncertainty is the top risk for the next 12 months according to family offices, outranking a potential global trade war.
Why it matters: Family offices will shift over a quarter of their dollar‑denominated assets away from the U.S., cutting demand for the reserve currency while funneling capital into emerging markets such as Latin America and Africa.
