Globally, family offices tend to have about 10 percent of their capital invested in real estate, 2 percent in private debt, 1 percent in gold and precious metals, 1 percent in art and antiques, and 1 percent in infrastructure, according to UBS’s 2024 Global Family Office Report.
The infrastructure allocation is up from 0 percent in 2019, while the real estate allocation is down from 14 percent in 2019. That said, in 2024, family offices are planning to