AlTi Global, an independent global wealth manager with approximately $90 billion in combined assets, has released early findings from the 2026 AlTi Tiedemann Global and Campden Wealth Family Office Operational Excellence Report, showing that more families than ever before are exploring and defining the purpose of their wealth.
Nearly half of all respondents, 48 percent, reported that they have begun to formally define the purpose of their wealth and are implementing steps to achieve this, up from 33 percent in 2025. The findings suggest that many families are moving beyond foundational governance tools, such as investment policy statements, to address a broader question: what is the wealth ultimately intended to support, enable and sustain across generations?
Key early findings include:
48 percent of respondents reported that they have begun to formally define the purpose of their wealth and are implementing steps to achieve it, up from 33 percent in 2025.
