Story perspectives

Family Offices Boost Stock Investments Amid Geopolitical Concerns

9/11/2025

Summary

Story summary

Family offices are increasing stock investments, raising allocations from 28% to 31% in 2023, according to a Goldman Sachs survey.
Private equity allocations fell from 26% to 21%, the largest shift among asset classes.
Despite geopolitical concerns, family offices maintain steady portfolio allocations.
86% invest in AI, with 51% incorporating it into their investment processes.
Private credit investments rose to 74%, while 25% are invested in sports, with another 25% interested.

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Story summary

Family offices are increasing stock investments, raising allocations from 28% to 31% in 2023, according to a Goldman Sachs survey.
Private equity allocations fell from 26% to 21%, the largest shift among asset classes.
Despite geopolitical concerns, family offices maintain steady portfolio allocations.
86% invest in AI, with 51% incorporating it into their investment processes.
Private credit investments rose to 74%, while 25% are invested in sports, with another 25% interested.