{"id":80425,"date":"2025-09-25T11:48:26","date_gmt":"2025-09-25T08:48:26","guid":{"rendered":"https:\/\/gulftech-news.com\/en\/?p=80425"},"modified":"2025-09-25T11:48:27","modified_gmt":"2025-09-25T08:48:27","slug":"citi-wealth-releases-2025-global-family-office-report-2","status":"publish","type":"post","link":"https:\/\/gulftech-news.com\/en\/2025\/09\/25\/citi-wealth-releases-2025-global-family-office-report-2\/","title":{"rendered":"Citi Wealth Releases 2025 Global Family Office Report"},"content":{"rendered":"\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"799\" height=\"799\" src=\"https:\/\/gulftech-news.com\/en\/wp-content\/uploads\/2025\/09\/\u0647\u0627\u0646\u064a\u0633-\u0647\u0648\u0641\u0645\u0627\u0646\u060c-\u0631\u0626\u064a\u0633-\u0645\u062c\u0645\u0648\u0639\u0629-\u0645\u0643\u0627\u062a\u0628-\u0627\u0644\u0639\u0627\u0626\u0644\u0627\u062a-\u0627\u0644\u0639\u0627\u0644\u0645\u064a\u0629-\u0644\u062f\u0649-\u0633\u064a\u062a\u064a-\u0648\u064a\u0644\u062b-2.jpg\" alt=\"\" class=\"wp-image-80426\" srcset=\"https:\/\/gulftech-news.com\/en\/wp-content\/uploads\/2025\/09\/\u0647\u0627\u0646\u064a\u0633-\u0647\u0648\u0641\u0645\u0627\u0646\u060c-\u0631\u0626\u064a\u0633-\u0645\u062c\u0645\u0648\u0639\u0629-\u0645\u0643\u0627\u062a\u0628-\u0627\u0644\u0639\u0627\u0626\u0644\u0627\u062a-\u0627\u0644\u0639\u0627\u0644\u0645\u064a\u0629-\u0644\u062f\u0649-\u0633\u064a\u062a\u064a-\u0648\u064a\u0644\u062b-2.jpg?v=1758789867 799w, https:\/\/gulftech-news.com\/en\/wp-content\/uploads\/2025\/09\/\u0647\u0627\u0646\u064a\u0633-\u0647\u0648\u0641\u0645\u0627\u0646\u060c-\u0631\u0626\u064a\u0633-\u0645\u062c\u0645\u0648\u0639\u0629-\u0645\u0643\u0627\u062a\u0628-\u0627\u0644\u0639\u0627\u0626\u0644\u0627\u062a-\u0627\u0644\u0639\u0627\u0644\u0645\u064a\u0629-\u0644\u062f\u0649-\u0633\u064a\u062a\u064a-\u0648\u064a\u0644\u062b-2-300x300.jpg?v=1758789867 300w, https:\/\/gulftech-news.com\/en\/wp-content\/uploads\/2025\/09\/\u0647\u0627\u0646\u064a\u0633-\u0647\u0648\u0641\u0645\u0627\u0646\u060c-\u0631\u0626\u064a\u0633-\u0645\u062c\u0645\u0648\u0639\u0629-\u0645\u0643\u0627\u062a\u0628-\u0627\u0644\u0639\u0627\u0626\u0644\u0627\u062a-\u0627\u0644\u0639\u0627\u0644\u0645\u064a\u0629-\u0644\u062f\u0649-\u0633\u064a\u062a\u064a-\u0648\u064a\u0644\u062b-2-150x150.jpg?v=1758789867 150w, https:\/\/gulftech-news.com\/en\/wp-content\/uploads\/2025\/09\/\u0647\u0627\u0646\u064a\u0633-\u0647\u0648\u0641\u0645\u0627\u0646\u060c-\u0631\u0626\u064a\u0633-\u0645\u062c\u0645\u0648\u0639\u0629-\u0645\u0643\u0627\u062a\u0628-\u0627\u0644\u0639\u0627\u0626\u0644\u0627\u062a-\u0627\u0644\u0639\u0627\u0644\u0645\u064a\u0629-\u0644\u062f\u0649-\u0633\u064a\u062a\u064a-\u0648\u064a\u0644\u062b-2-768x768.jpg?v=1758789867 768w\" sizes=\"auto, (max-width: 799px) 100vw, 799px\" \/><figcaption class=\"wp-element-caption\">Hannes Hofmann, Head of Citi Wealth\u2019s Global Family Office Group. \u00a0<\/figcaption><\/figure>\n\n\n\n<p><strong>Top Priorities: Portfolio Resilience, Navigating Global Trade Disputes and Addressing Family Needs<\/strong><\/p>\n\n\n\n<p>The region with the highest proportion of first-generation families controlling wealth was Europe, the Middle East and Africa (56%), reflecting a resurgence of wealth creation.<\/p>\n\n\n\n<p><strong><a href=\"https:\/\/www.citigroup.com\/global\/news\/press-release\/2025\/citi-wealth-2025-global-family-office-report\">Citi Wealth released<\/a><\/strong> its <a href=\"https:\/\/www.privatebank.citibank.com\/insights\/the-family-office-survey\">2025 Global Family Office Report<\/a>, offering a rare glimpse into the thinking and behaviors of some of the world\u2019s most sophisticated investors. The report was compiled by Citi Wealth\u2019s Global Family Office Group, which works with over 1,800 family offices worldwide.<\/p>\n\n\n\n<p>Amid trade policy uncertainty, geopolitical tensions and technological transformation, this flagship publication explores issues such as investment sentiment, portfolio actions and operational best practices. <\/p>\n\n\n\n<p>Its findings are drawn from an annual survey, in which a record 346 family office respondents from 45 countries participated. Conducted in June and July 2025, the survey sheds light on how expectations and strategies have changed since\u00a0the U.S. tariff announcements earlier this year.<\/p>\n\n\n\n<p>\u201cThese are exciting times for family offices worldwide\u2014especially in the Middle East. A high proportion of first-generation families continue to control wealth, reflecting a resurgence of wealth creation in the region. At the same time, the UAE is experiencing a significant inflow of wealthy individuals relocating from abroad, further reinforcing its position as a global hub for family offices.&#8221;\u00a0comments Hannes Hofmann, Head of Citi Wealth\u2019s Global Family Office Group. \u00a0<\/p>\n\n\n\n<p>These sophisticated clients are finding new ways to address their families\u2019 ever-increasing expectations. We are proud to partner with them, drawing upon Citi\u2019s global reach and deep resources to help them seize potential opportunities and achieve their ambitious goals.&#8221;<\/p>\n\n\n\n<p><br>Key themes to emerge include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Generations in control of the wealth:<\/strong>\u00a0The region with the highest proportion of first-generation families controlling wealth was Europe, the Middle East and Africa (56%), reflecting a resurgence of wealth creation. Asia Pacific led the way with second-generation control (43%), indicating a maturing market.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Geopolitical Concerns: <\/strong>Global trade disputes emerged as a top concern (60%) for family offices, followed by U.S.-China relations (43%) and a resurgence of inflation (37%). Geopolitical tensions and government initiatives to attract capital are fueling interest in asset location and a re-evaluation of jurisdictions.<\/li>\n<\/ul>\n\n\n\n<p><strong>Staying Resolute: <\/strong>Asset allocations were largely held steady, with family offices making fewer shifts than last year, pending greater clarity on trade policy. Among those implementing changes, bullish moves predominated. Private equity saw the most positive activity.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Optimistic Outlook: <\/strong>Family offices expressed optimism about 12-month portfolio returns, despite limited consensus about which asset classes might drive performance. Potential U.S. deregulation, interest rate cuts and advances in artificial intelligence may explain positive sentiment.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Active Response to Market Volatility: <\/strong>U.S. tariff announcements triggered swift, calculated adjustments to bolster portfolio resilience, with 39% of family offices favoring active management. They also pivoted toward perceived defensive asset classes and geographies as well as hedging strategies.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Strong Commitment to Direct Investments: <\/strong>Seventy percent of respondents said they were engaged with direct investments. Of those, four out of ten said they had increased or significantly increased their activity in the last year, suggesting confidence in their ability to select deals that drive returns.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Professionalization Gaps: <\/strong>While family offices have made progress in professionalizing their investment function, more improvement is needed in operational risk management, cybersecurity and leadership succession planning.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Outsourcing Services: <\/strong>To manage their growing responsibilities in a cost-efficient manner, many family offices are considering external suppliers, but with decision-making authority largely remaining in-house.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Advancing AI Deployment: <\/strong>The proportion of respondents mentioning they had deployed AI has doubled since last year, particularly in the automation of operational tasks and investment analytics. However, full integration will take time.<\/li>\n<\/ul>\n\n\n\n<p>Almost all respondents said that they anticipated portfolio upside over the year ahead \u2013 with nearly four out of ten family offices expecting returns of 10% or more. That said, sentiment toward many individual asset classes was somewhat less positive than it was in 2024\u2019s survey.<\/p>\n\n\n\n<p>&#8220;Family offices globally remain highly focused on direct investing, as they seek exposure to the key transformative technologies of tomorrow and attractively valued companies across sectors,&#8221; says <strong>Dawn Nordberg, Head of Integrated Client Engagement for Citi Wealth<\/strong>. &#8220;We have a specialist team that works alongside colleagues from Citi\u2019s world-class investment bank. <\/p>\n\n\n\n<p>Our mission is to enable our sophisticated family office clients to access proprietary private capital raises, asset divestitures and thought leadership across industries and geographies to support their direct investing.&#8221;<\/p>\n\n\n\n<p>When it comes to risks faced, 70% of respondents cited those related to investments, followed by operational (37%) and family-related risks (33%). <\/p>\n\n\n\n<p>But while many family offices reported strengthening risk management, approximately half of respondents acknowledged being underprepared to address cybersecurity, personal security and geopolitical risks. Resource constraints remain a significant challenge here.<\/p>\n\n\n\n<p>&#8220;Our survey reveals ongoing professionalization among family offices, particularly in the investment function,&#8221;explains<strong>&nbsp;Alexandre Monnier, Head of Global Family Office Advisory for Citi Wealth<\/strong>. &#8220;It also identifies areas where further development is crucial, such as risk management and talent acquisition for non-investment services. Our findings can help frame the discussion for those seeking to formalize their operations, prepare their family\u2019s future leaders and preserve and grow generational wealth.&#8221;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Hannes Hofmann, Head of Citi Wealth\u2019s Global Family Office Group. \u00a0 Top Priorities: Portfolio Resilience, Navigating Global Trade Disputes and Addressing Family Needs The region with the highest proportion of first-generation families controlling wealth was Europe, the Middle East and Africa (56%), reflecting a resurgence of wealth creation. Citi Wealth released its 2025 Global Family &hellip;<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[622],"tags":[],"class_list":["post-80425","post","type-post","status-publish","format-standard","hentry","category-economy"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Citi Wealth Releases 2025 Global Family Office Report - Gulf Tech News<\/title>\n<meta name=\"description\" content=\"Citi Wealth Releases 2025 Global Family Office Report\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/gulftech-news.com\/en\/2025\/09\/25\/citi-wealth-releases-2025-global-family-office-report-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Citi Wealth Releases 2025 Global Family Office Report - Gulf Tech News\" \/>\n<meta property=\"og:description\" content=\"Citi Wealth Releases 2025 Global Family Office Report\" \/>\n<meta property=\"og:url\" content=\"https:\/\/gulftech-news.com\/en\/2025\/09\/25\/citi-wealth-releases-2025-global-family-office-report-2\/\" \/>\n<meta property=\"og:site_name\" content=\"Gulf Tech News\" \/>\n<meta property=\"article:published_time\" content=\"2025-09-25T08:48:26+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-09-25T08:48:27+00:00\" \/>\n<meta name=\"author\" content=\"bessan helmi\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"bessan helmi\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/gulftech-news.com\/en\/2025\/09\/25\/citi-wealth-releases-2025-global-family-office-report-2\/\",\"url\":\"https:\/\/gulftech-news.com\/en\/2025\/09\/25\/citi-wealth-releases-2025-global-family-office-report-2\/\",\"name\":\"Citi Wealth Releases 2025 Global Family Office Report - Gulf Tech News\",\"isPartOf\":{\"@id\":\"https:\/\/gulftech-news.com\/en\/#website\"},\"datePublished\":\"2025-09-25T08:48:26+00:00\",\"dateModified\":\"2025-09-25T08:48:27+00:00\",\"author\":{\"@id\":\"https:\/\/gulftech-news.com\/en\/#\/schema\/person\/c033626e357b2f7e127eac0570ddc05c\"},\"description\":\"Citi Wealth Releases 2025 Global Family Office Report\",\"breadcrumb\":{\"@id\":\"https:\/\/gulftech-news.com\/en\/2025\/09\/25\/citi-wealth-releases-2025-global-family-office-report-2\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/gulftech-news.com\/en\/2025\/09\/25\/citi-wealth-releases-2025-global-family-office-report-2\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/gulftech-news.com\/en\/2025\/09\/25\/citi-wealth-releases-2025-global-family-office-report-2\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/gulftech-news.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Citi Wealth Releases 2025 Global Family Office Report\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/gulftech-news.com\/en\/#website\",\"url\":\"https:\/\/gulftech-news.com\/en\/\",\"name\":\"Gulf Tech News\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/gulftech-news.com\/en\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/gulftech-news.com\/en\/#\/schema\/person\/c033626e357b2f7e127eac0570ddc05c\",\"name\":\"bessan helmi\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/gulftech-news.com\/en\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/bb1e09a6f094e0fa605073926f8ad9eb228a8b0aacd381fda782c562612428cf?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/bb1e09a6f094e0fa605073926f8ad9eb228a8b0aacd381fda782c562612428cf?s=96&d=mm&r=g\",\"caption\":\"bessan helmi\"},\"url\":\"https:\/\/gulftech-news.com\/en\/author\/bessan-helmi\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Citi Wealth Releases 2025 Global Family Office Report - Gulf Tech News","description":"Citi Wealth Releases 2025 Global Family Office Report","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/gulftech-news.com\/en\/2025\/09\/25\/citi-wealth-releases-2025-global-family-office-report-2\/","og_locale":"en_US","og_type":"article","og_title":"Citi Wealth Releases 2025 Global Family Office Report - Gulf Tech News","og_description":"Citi Wealth Releases 2025 Global Family Office Report","og_url":"https:\/\/gulftech-news.com\/en\/2025\/09\/25\/citi-wealth-releases-2025-global-family-office-report-2\/","og_site_name":"Gulf Tech News","article_published_time":"2025-09-25T08:48:26+00:00","article_modified_time":"2025-09-25T08:48:27+00:00","author":"bessan helmi","twitter_card":"summary_large_image","twitter_misc":{"Written by":"bessan helmi","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/gulftech-news.com\/en\/2025\/09\/25\/citi-wealth-releases-2025-global-family-office-report-2\/","url":"https:\/\/gulftech-news.com\/en\/2025\/09\/25\/citi-wealth-releases-2025-global-family-office-report-2\/","name":"Citi Wealth Releases 2025 Global Family Office Report - Gulf Tech News","isPartOf":{"@id":"https:\/\/gulftech-news.com\/en\/#website"},"datePublished":"2025-09-25T08:48:26+00:00","dateModified":"2025-09-25T08:48:27+00:00","author":{"@id":"https:\/\/gulftech-news.com\/en\/#\/schema\/person\/c033626e357b2f7e127eac0570ddc05c"},"description":"Citi Wealth Releases 2025 Global Family Office Report","breadcrumb":{"@id":"https:\/\/gulftech-news.com\/en\/2025\/09\/25\/citi-wealth-releases-2025-global-family-office-report-2\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/gulftech-news.com\/en\/2025\/09\/25\/citi-wealth-releases-2025-global-family-office-report-2\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/gulftech-news.com\/en\/2025\/09\/25\/citi-wealth-releases-2025-global-family-office-report-2\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/gulftech-news.com\/en\/"},{"@type":"ListItem","position":2,"name":"Citi Wealth Releases 2025 Global Family Office Report"}]},{"@type":"WebSite","@id":"https:\/\/gulftech-news.com\/en\/#website","url":"https:\/\/gulftech-news.com\/en\/","name":"Gulf Tech News","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/gulftech-news.com\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/gulftech-news.com\/en\/#\/schema\/person\/c033626e357b2f7e127eac0570ddc05c","name":"bessan helmi","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/gulftech-news.com\/en\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/bb1e09a6f094e0fa605073926f8ad9eb228a8b0aacd381fda782c562612428cf?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/bb1e09a6f094e0fa605073926f8ad9eb228a8b0aacd381fda782c562612428cf?s=96&d=mm&r=g","caption":"bessan helmi"},"url":"https:\/\/gulftech-news.com\/en\/author\/bessan-helmi\/"}]}},"_links":{"self":[{"href":"https:\/\/gulftech-news.com\/en\/wp-json\/wp\/v2\/posts\/80425","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/gulftech-news.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/gulftech-news.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/gulftech-news.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/gulftech-news.com\/en\/wp-json\/wp\/v2\/comments?post=80425"}],"version-history":[{"count":1,"href":"https:\/\/gulftech-news.com\/en\/wp-json\/wp\/v2\/posts\/80425\/revisions"}],"predecessor-version":[{"id":80427,"href":"https:\/\/gulftech-news.com\/en\/wp-json\/wp\/v2\/posts\/80425\/revisions\/80427"}],"wp:attachment":[{"href":"https:\/\/gulftech-news.com\/en\/wp-json\/wp\/v2\/media?parent=80425"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/gulftech-news.com\/en\/wp-json\/wp\/v2\/categories?post=80425"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/gulftech-news.com\/en\/wp-json\/wp\/v2\/tags?post=80425"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}