UBS's Global Family Office Report 2026 surveyed 307 families, 23% of them in Asia Pacific, and found Asia-Pacific families still lean heavily on North America while saying they want more regional exposure. Only 15% of Asia-Pacific families report the next generation as fully involved, according to the report's succession data.

TL;DR

  • UBS surveyed 307 families with an average net worth of US$2.7 billion between 22 January and 30 March 2026; Caproasia reported the findings on 11 June 2026.
  • Asia Pacific excluding Greater China is the top region for planned increases over five years at 35%, ahead of North America at 32% and Greater China at 19%, as summarised by Caproasia.
  • Among Asia-Pacific families, 15% have the next generation fully involved, 21% partly involved and 43% say the next generation is too young.

What is the UBS Global Family Office Report 2026?

UBS is a Swiss bank with a large wealth management arm, and its Global Family Office Report is an annual survey of wealthy families and their offices. The 2026 edition covers 307 families in more than 30 markets, with average net worth of US$2.7 billion, average family office assets of US$1.3 billion and combined family wealth of US$627.4 billion. Asia Pacific was the second-largest respondent group at 23%, behind Europe excluding Switzerland at 30%. That is roughly 71 families by our own calculation, since UBS does not state the count in what we reviewed.

Where do Asia-Pacific family offices invest today?

Caproasia's summary puts Asia-Pacific allocations in 2025 at 66% traditional and 34% alternative assets, against 58% and 42% globally. The Asia-Pacific mix was equities 26%, fixed income 23%, cash 17%, private equity 13%, hedge funds 10%, real estate 5% and private debt 3%. UBS's regional spotlights show a strong North America tilt: North Asia families hold 47% in North America, 25% in Greater China and 16% in Asia Pacific excluding Greater China, while Southeast Asia families hold 58% in North America, 15% in Western Europe and 14% in Greater China. UBS flags the Southeast Asia sample as small.

Do Asia-Pacific families plan to change course?

Many do. UBS reports that 71% of North Asia families and 81% of Southeast Asia families plan strategic asset allocation changes in 2026. The report says Asia-Pacific families currently favour North America and want to increase exposure to Asia Pacific and Western Europe. Artificial intelligence is the leading theme, cited by 74% of North Asia families and 88% of Southeast Asia families.

How prepared are Asia-Pacific families for succession?

UBS reports that 15% of Asia-Pacific families have the next generation fully involved and 21% partly involved. A further 43% say the next generation is too young, 19% say they are old enough but not involved, and 2% do not serve the next generation. For Singapore readers, our explainer on the revised single family office rules covers one deadline that touches succession planning: existing single family offices must act by 15 June 2027 (https://asiafamilyofficehub.com/singapores-revised-single-family-office-rules-what-changed-and-what-existing-sfos-must-do-by-june-2027/).

Why does it matter for family offices in Singapore and Hong Kong?

The report gives a benchmark for how regional peers allocate and what they say they plan, which helps families compare their own positioning. For other surveys with different samples, see our coverage of Citi's 2026 family office survey (https://asiafamilyofficehub.com/citis-2026-family-office-survey-26-of-apac-offices-beat-15-returns-but-the-sample-is-citi-clients-only/) and the Deutsche Bank Singapore poll (https://asiafamilyofficehub.com/deutsche-bank-singapore-poll-73-see-asia-as-most-stable-region-but-54-plan-to-put-new-capital-in-the-us/). This is research context, not financial, legal or tax advice.

What is not confirmed?

The UBS report contains no separate Singapore or Hong Kong figures. Some numbers here come from Caproasia's summary and from dense tables in the report, so they should be checked against the PDF before reuse. The data is self-reported by participating families, and the Southeast Asia results rest on a small sample.

Frequently Asked Questions

How many Asia-Pacific families did UBS survey?

UBS surveyed 307 families globally and Asia Pacific made up 23% of them, roughly 71 families by our calculation.

Which region do family offices plan to increase most?

As summarised by Caproasia, Asia Pacific excluding Greater China at 35%, ahead of North America at 32%.

How involved is the next generation in Asia-Pacific families?

15% are fully involved, 21% partly involved, and 43% say the next generation is too young.

Sources and Method

Written from UBS Global Family Office Report 2026 (https://www.ubs.com/content/dam/assets/wm/static/gfo/global-family-office-report-en-2026.pdf) and Caproasia's report of 11 June 2026 (https://www.caproasia.com/2026/06/11/ubs-global-family-office-report-2026). Figures are attributed to those sources and have not been independently verified by Dachex.