Family Offices Reported Increased Market Optimism
Large wealth managers cited growing confidence as they balance generational wealth goals with long-term strategy.
Updated on Oct. 2, 2026 in Financial Planning
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The 2026 North America Family Office Report revealed that private wealth managers are increasingly optimistic about market expectations. This outlook comes as these offices oversee massive portfolios, with participants holding net worths ranging from $100 million to over $10 billion.
Why it matters
Family offices are currently managing the complexities of the Great Wealth Transfer alongside rapid new wealth creation and broad technology transformations. Balancing these shifts against near-term performance is central to their current strategy for generational success.
The study captures data from 155 family offices representing wealth tiers between $100 million and $10 billion. These households maintain an average operating net worth of $2.25 billion.
The players
RBC
A global financial institution that provides banking, wealth management, and investment services to individuals and family offices.
Campden Wealth
A private membership network that provides research and analysis on the family office and private wealth management industry.
The details
Family offices operating across the Americas are recalibrating their investment strategies to serve both immediate performance goals and long-term generational succession plans. The report highlights that these firms are actively navigating the transition of wealth to new generations while integrating new technological frameworks into their management structures. This dual focus allows families to maintain legacy goals while reacting to contemporary market shifts.
Timeline
2026: RBC and Campden Wealth published their annual report.
Money Landscape
This report highlights a period of strategic recalibration among high-net-worth households during the Great Wealth Transfer. These findings align with a broader trend of private offices shifting focus toward long-term generational planning amidst current market optimism.
While these findings reflect institutional-level optimism, households of all sizes should review their own generational wealth goals and succession plans. Discussing long-term estate objectives with a qualified financial or tax professional can help ensure your strategy aligns with your goals.
The takeaway
The report underscores that major wealth managers are balancing current market gains with the technical and human challenges of generational succession. Readers should consider reviewing their own long-term wealth transfer documents to ensure they reflect their current priorities and goals.
Further reading
For more on managing long-term assets and generational wealth, see our guide to Financial Planning.
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