Family Offices Prioritized Inflation Hedging Strategies
Investors are shifting capital into public equities to preserve real wealth amid persistent global inflationary pressure.
Updated on Sept. 30, 2026 in Investing
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Are you changing your personal investment or spending habits due to concerns about persistent inflation?
Executives managing large private family portfolios identified persistent inflation as their top investment risk this year. Nearly nine in ten respondents reported positive portfolio returns year-to-date as they adjust their strategies to protect against rising costs.
Why it matters
Inflationary pressure forces family offices to reconsider how they build portfolios, manage liquidity, and set spending policies to maintain real wealth. These adjustments represent a pivot to prioritize capital preservation alongside nominal returns in a complex global market.
According to the Global Family Office Report, 90% of the 351 executives surveyed reported positive portfolio performance year-to-date. Currently, 41% of these family offices are aiming for annual returns in the 7% to 10% range.
The players
Citi Wealth
A global financial services provider that manages private wealth and produces institutional investment research for high-net-worth households.
The details
To mitigate the impact of persistent inflation, family offices are channeling capital into public equities, favoring assets with high liquidity and valuations. Additionally, these firms are pursuing direct and co-investment opportunities in private markets to diversify their holdings. These moves aim to balance the need for growth with the imperative of preserving the purchasing power of their wealth.
Timeline
2025: Tariff policy served as a defining factor for investment strategies.
2026: Global conflict and interest rates shaped the primary economic landscape.
Year-to-date 2026: Nearly 90% of offices reported positive portfolio performance.
Money Landscape
The findings in the Global Family Office Report reflect a broader trend of private investors moving away from passive allocations to combat inflation. This pivot follows a 2026 defined by global conflicts and interest rate volatility that challenged traditional portfolio construction.
For household decision-makers, this institutional shift highlights the importance of re-evaluating whether your own investment strategy adequately accounts for the long-term impact of inflation on purchasing power. Consider discussing your current asset allocation and liquidity needs with a qualified financial professional to ensure your goals remain protected.
The takeaway
The priority for large private portfolios has shifted toward securing real wealth against the eroding effects of inflation. Review your own long-term financial plan to ensure your asset mix aligns with your personal tolerance for both inflation risk and market volatility.
Further reading
Learn more about the latest shifts in portfolio construction and asset management in our Investing section.
Live Poll
Are you changing your personal investment or spending habits due to concerns about persistent inflation?
