{"id":14908,"date":"2025-10-30T09:28:03","date_gmt":"2025-10-30T13:28:03","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-asia\/?page_id=14908"},"modified":"2025-10-30T09:28:04","modified_gmt":"2025-10-30T13:28:04","slug":"the-north-america-family-office-report","status":"publish","type":"page","link":"https:\/\/www.rbcwealthmanagement.com\/en-asia\/campaign\/the-north-america-family-office-report","title":{"rendered":"The North America Family Office Report 2026"},"content":{"rendered":"\n<div class=\"wp-block-rbcwm-hero-block rbc-hero-wm rbc-hero-has-image-bleed rbc-hero-overlap rbc-hero-overlap-mobile rbc-hero-kxrc5h5x7 hide-mobile-energy-lines is-style-cta-text\"><style>\n\t\t.rbc-hero-kxrc5h5x7.is-style-rbc-hero-gradient::before {\n\t\t\tbackground: linear-gradient(90deg, #023169 20%, rgba(94, 120, 131, 0) 60%);\n\t\t}\n\n\t\t.rbc-hero-kxrc5h5x7.is-style-rbc-hero-gradient.rbc-hero-has-image-bleed::before {\n\t\t\tbackground: linear-gradient(90deg, #023169 20%, rgba(94, 120, 131, 0) 60%);\n\t\t}\n\n\t\t.rbc-hero-kxrc5h5x7.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom::before {\n\t\t\tbackground: linear-gradient(180deg, #023169 20%, rgba(94, 120, 131, 0) 60%);\n\t\t}\n\n\t\t.rbc-hero-kxrc5h5x7 .rbc-hero-energy-lines.rbc-hero-energy-lines-left {\n\t\t\ttransform: scaleX(-1);\n\t\t}\n\n\t\t@media (max-width: 991px) {\n\t\t\t.rbc-hero-kxrc5h5x7.is-style-rbc-hero-gradient::before,\n\t\t\t.rbc-hero-kxrc5h5x7.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom::before,\n\t\t\t.rbc-hero-kxrc5h5x7.is-style-rbc-hero-gradient.rbc-hero-has-image-bleed::before {\n\t\t\t\tbackground: none;\n\t\t\t}\n\n\t\t\t.rbc-hero-kxrc5h5x7.rbc-hero-has-image-full.hide-mobile-energy-lines .rbc-hero-energy-lines {\n\t\t\t\tdisplay: none;\n\t\t\t}\n\n\t\t\t.wp-block-rbcwm-hero-block.rbc-hero-kxrc5h5x7.is-style-rbc-hero-gradient .rbc-hero-img-wrap::after {\n\t\t\t\tbackground: linear-gradient( 0deg, #023169 0%, rgba(94, 120, 131, 0) 25% );\n\t\t\t}\n\t\t\t\n\t\t\t.wp-block-rbcwm-hero-block.rbc-hero-kxrc5h5x7.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom .rbc-hero-img-wrap::before,\n            .wp-block-rbcwm-hero-block.rbc-hero-kxrc5h5x7.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom .container .rbc-hero-img-wrap::before {\n\t\t\t\tbackground: linear-gradient( 180deg, #023169 0%, rgba( 94, 120, 131, 0 ) 25% );\n\t\t\t}\n\t\t\t\n\t\t\t.wp-block-rbcwm-hero-block.rbc-hero-kxrc5h5x7.is-style-rbc-hero-gradient .rbc-hero-card {\n\t\t\t\tbackground: #023169;\n\t\t\t}\n\t\t}\n\t<\/style><div class=\"container\"><div class=\"row no-gutters\"><div class=\"col-lg-7 rbc-hero-card-content\"><div class=\"rbc-card rbc-hero-card rbc-hero has-content \"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"rbc-hero-body-content\"><h1 class=\"rbc-hero-title\"><span>The North America Family Office Report 2026<\/span><\/h1><\/div><\/div><\/div><\/div><\/div><div class=\"rbc-hero-img-wrap col-lg-5 order-2 order-lg-1\"><div class=\"rbc-hero-img bleed-img-right  \" style=\"background-image:url(https:\/\/www.rbcwealthmanagement.com\/en-asia\/wp-content\/uploads\/sites\/8\/2026\/09\/northern-lights-Jasper-Alberta-3210x2140-1.jpg?w=1600)\"><\/div><\/div><div class=\"align-self-end order-lg-3 col-lg-7 cta-text\"><div class=\"rbc-button-block row no-gutters align-items-end rbc-hero-button-overlap overlap-top\"><div class=\"col-lg\"><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/campaign\/the-north-america-family-office-report-2026.pdf\" class=\"rbc-button  rbc-button-large rbc-button-primary rbc-button-block rbc-button-block-cta\" target=\"_blank\" rel=\"noopener\"><div class=\"rbc-icon rbc-button-icon-right\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fa-angle-right fal\"><\/i><\/div>Read the 2026 report<\/a><\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-grey has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<div class=\"row wrap blockId-3eb76c40-6017-4c86-8a89-68ef662960d9\">\n<div class=\"wp-block-rbcwm-column col-lg-6\">\n<h2 id=\"h-family-offices-are-balancing-priorities-in-an-evolving-landscape\" class=\"wp-block-heading\"><strong>Family offices are balancing priorities in an evolving landscape<\/strong><\/h2>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-6 mt-3 my-lg-auto\">\n<p class=\"wp-block-paragraph\">Strong investment performance is contributing to renewed optimism, while changing family wealth dynamics are bringing longer-term questions about liquidity, values and succession into focus. The 2026 North America Family Office Report draws on insights from 155 family offices located primarily across Canada and the United States, with comparisons to global peers.<\/p>\n<\/div>\n<\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-image-block rbc-block rbc-block-image rbc-block-image-bleed rbc-block-image-mobile-top\"><div class=\"container rbc-block-image-container\"><div class=\"row justify-content-between h-100 no-gutters\">\n<div class=\"wp-block-rbcwm-blockimage-image col-lg-5 order-0 rbc-block-image-bleed-col order-lg-0 flex-lg-row-reverse\"><div class=\"rbc-block-image-bleed-img-wrap  d-flex flex-lg-row-reverse\"><div class=\"rbc-block-image-img rbc-block-image-bleed-img bleed-img-left rbc-image-with-focalpoint-desktop rbc-image-with-focalpoint-mobile\" style=\"--bg-position-x-desktop:33%;--bg-position-y-desktop:73%;--bg-position-x-mobile:33%;--bg-position-y-mobile:76%\" data-src=\"https:\/\/www.rbcwealthmanagement.com\/en-asia\/wp-content\/uploads\/sites\/8\/2026\/09\/sea-to-sky-highway.jpg\" data-lazy=\"true\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity&quot;,&quot;remove&quot;:&quot;ani-opacity-from&quot;}\"><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-block-image-content rbc-block-image-content rbc-block-image-content-center col-lg-6 order-2 order-lg-1\"><div class=\"rbc-block-image-bleed-body wrap\">\n<h2 id=\"h-the-north-america-family-office-report-202-6\" class=\"wp-block-heading\"><strong>The North America Family Office Report 202<\/strong>6<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Learn more about trends affecting the 155 family offices surveyed, representing families worth US$100 million to more than US$10 billion, including the forces reshaping family wealth, changing expectations for investment performance, the role of access to capital and how families are preparing for the future.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/campaign\/the-north-america-family-office-report-2026.pdf\" data-type=\"link\" data-id=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/campaign\/the-north-america-family-office-report-2025.pdf\" class=\"link-cta\" target=\"_blank\" rel=\"noreferrer noopener\">Download the full report<\/a><\/p>\n<\/div><\/div>\n<\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block b-primary rbc-block-circles has-white-color has-primary-background-color has-text-color has-background b-primary\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<div class=\"row justify-content-center blockId-74c4085b-fe40-42a2-ac7e-2267daf29083\">\n<div class=\"wp-block-rbcwm-column col-lg-6\"><div class=\"wrap\">\n<h2 id=\"h-the-family-office-mindsets-and-trends\" class=\"wp-block-heading h1 c-white\">The family office mindsets and trends<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">North American family offices are reassessing how they invest, plan and prepare as market conditions and family circumstances shift. The 2026 report highlights changing sentiment and priorities shaping decisions across family wealth.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-6 rbc-block-spacer-t-sm mb-lg-0 text-center\">\n\t\t<div class=\"wp-block-rbcwm-wheel-slider wheel-slider-tabbed_large \"\n\t\t\t data-slider-type=\"tabbed_large\"\n\t\t\t data-rotation_degree=\"72\"\n\t\t\t \t\t\t id=\"3e81118b-3b28-423c-82d3-3f4497fa2189\"\n\t\t>\n\t\t\t\t\t\t\t\t\t\t<div class=\"position-relative d-inline-block\">\n\t\t\t\t\t<svg style=\"opacity: 0; transition: opacity 1s ease-in-out;\" aria-hidden=\"true\" class=\"rbc-circle-dash\"><circle cx=\"200\" cy=\"200\" r=\"200\" class=\"rbc-circle-dash-stroke rbc-circle-dash-stroke-1\" style=\"transform: scale(1.046);\"><\/circle><circle cx=\"200\" cy=\"200\" r=\"400\" class=\"rbc-circle-dash-stroke rbc-circle-dash-stroke-2\" style=\"transform: scale(1.092);\"><\/circle><circle cx=\"200\" cy=\"200\" r=\"770\" class=\"rbc-circle-dash-stroke rbc-circle-dash-stroke-3\" style=\"transform: scale(1.138);\"><\/circle><\/svg>\n\t\t\t\t\t<span class=\"wheel-content position-absolute h-100 w-100 d-flex align-items-center justify-content-center text-center h3 c-white mb-0\" style=\"pointer-events: none;\">\n\t\t\t\t\t\tKey\t\t\t\t\t\t<br \/>\n\t\t\t\t\t\tthemes\t\t\t\t\t<\/span>\n\t\t\t\t\t<svg id=\"approachWheel\" data-tab_ids=\"[&quot;newandlegacywealth&quot;,&quot;renewedoptimism&quot;,&quot;liquiditypriority&quot;,&quot;incorporatingvalues&quot;,&quot;successionreadiness&quot;]\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 268 268\" aria-labelledby=\"wheelTitle\" role=\"img\" class=\"wheel-svg rbc-display rbcwm-tabbed-wheel position-relative zi-5 overflow-visible\">\n\t\t\t\t\t\t<title id=\"wheelTitle\">\n\t\t\t\t\t\t\tKey themes\t\t\t\t\t\t<\/title>\n\t\t\t\t\t\t<defs><path id=\"wheelTextPath-tabbed-large\" d=\"M22.8,135A112.2,112.2,0,1,1,135,247.2,112.2,112.2,0,0,1,22.8,135\"><\/path><\/defs>\n\t\t\t\t\t\t<g role=\"tablist\" class=\"wheel-wrap\" style=\"transform: rotate(0deg);\">\n\t\t\t\t\t\t\t<g transform=\"rotate(0, 134, 134)\" class=\"wheel-group active\">\n\t\t\t\t\t\t\t\t<path d=\"M134.81,35.5a98.46,98.46,0,0,1,57.83,19.38l20.85-28.16C166-8.41,104.4-8.94,56.31,25.38L76.68,53.89A98.35,98.35,0,0,1,134.81,35.5Z\" class=\"wheel-slice\"><\/path>\n\t\t\t\t\t\t\t\t<text class=\"wheel-slice-text wheel-text\"><textPath xlink:href=\"#wheelTextPath-tabbed-large\" startOffset=\"175\">New and legacy wealth<\/textPath><\/text>\n\t\t\t\t\t\t\t<\/g>\n\t\t\t\t\t\t\t<g transform=\"rotate(72, 134, 134)\" class=\"wheel-group\">\n\t\t\t\t\t\t\t\t<path d=\"M134.81,35.5a98.46,98.46,0,0,1,57.83,19.38l20.85-28.16C166-8.41,104.4-8.94,56.31,25.38L76.68,53.89A98.35,98.35,0,0,1,134.81,35.5Z\" class=\"wheel-slice\"><\/path>\n\t\t\t\t\t\t\t\t<text class=\"wheel-slice-text wheel-text\"><textPath xlink:href=\"#wheelTextPath-tabbed-large\" startOffset=\"175\">Renewed optimism<\/textPath><\/text>\n\t\t\t\t\t\t\t<\/g>\n\t\t\t\t\t\t\t<g transform=\"rotate(144, 134, 134)\" class=\"wheel-group\">\n\t\t\t\t\t\t\t\t<path d=\"M134.81,35.5a98.46,98.46,0,0,1,57.83,19.38l20.85-28.16C166-8.41,104.4-8.94,56.31,25.38L76.68,53.89A98.35,98.35,0,0,1,134.81,35.5Z\" class=\"wheel-slice\"><\/path>\n\t\t\t\t\t\t\t\t<text class=\"wheel-slice-text wheel-text\"><textPath xlink:href=\"#wheelTextPath-tabbed-large\" startOffset=\"175\">Liquidity priority<\/textPath><\/text>\n\t\t\t\t\t\t\t<\/g>\n\t\t\t\t\t\t\t<g transform=\"rotate(216, 134, 134)\" class=\"wheel-group\">\n\t\t\t\t\t\t\t\t<path d=\"M134.81,35.5a98.46,98.46,0,0,1,57.83,19.38l20.85-28.16C166-8.41,104.4-8.94,56.31,25.38L76.68,53.89A98.35,98.35,0,0,1,134.81,35.5Z\" class=\"wheel-slice\"><\/path>\n\t\t\t\t\t\t\t\t<text class=\"wheel-slice-text wheel-text\"><textPath xlink:href=\"#wheelTextPath-tabbed-large\" startOffset=\"175\">Incorporating values<\/textPath><\/text>\n\t\t\t\t\t\t\t<\/g>\n\t\t\t\t\t\t\t<g transform=\"rotate(288, 134, 134)\" class=\"wheel-group\">\n\t\t\t\t\t\t\t\t<path d=\"M134.81,35.5a98.46,98.46,0,0,1,57.83,19.38l20.85-28.16C166-8.41,104.4-8.94,56.31,25.38L76.68,53.89A98.35,98.35,0,0,1,134.81,35.5Z\" class=\"wheel-slice\"><\/path>\n\t\t\t\t\t\t\t\t<text class=\"wheel-slice-text wheel-text\"><textPath xlink:href=\"#wheelTextPath-tabbed-large\" startOffset=\"175\">Succession readiness<\/textPath><\/text>\n\t\t\t\t\t\t\t<\/g>\n\t\t\t\t\t\t<\/g>\n\t\t\t\t\t<\/svg>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\t<\/div>\n<\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n<div class=\"wp-block-tk-tabs rbc-tab-expandable rbc-tab-medium rbc-tab-nav-between overlap-top overlap-bottom rbc-tab-flush rbc-block-grey\"><nav class=\"rbc-tab-nav\"><button class=\"rbc-tab-scroll-button rbc-tab-scroll-button-left rbc-d-none\"><div class=\"rbc-icon rbc-tab-scroll-button-icon\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fas fa-angle-left\"><\/i><\/div><span class=\"sr-only\">Move left<\/span><\/button><div class=\"rbc-tab-scroll-wrap\"><ul role=\"tablist\" class=\"rbc-tab-items\"><li role=\"none\" class=\"rbc-tab-item\"><button aria-controls=\"newandlegacywealth\" aria-selected=\"false\" role=\"tab\" class=\"single-item rbc-tab-link\"><span class=\"rbc-tab-link-text\"><span data-id=\"0\">New and legacy wealth<\/span><\/span><\/button><\/li><li role=\"none\" class=\"rbc-tab-item\"><button aria-controls=\"renewedoptimism\" aria-selected=\"false\" role=\"tab\" class=\"single-item rbc-tab-link\"><span class=\"rbc-tab-link-text\"><span data-id=\"1\">Renewed optimism<\/span><\/span><\/button><\/li><li role=\"none\" class=\"rbc-tab-item\"><button aria-controls=\"liquiditypriority\" aria-selected=\"false\" role=\"tab\" class=\"single-item rbc-tab-link\"><span class=\"rbc-tab-link-text\"><span data-id=\"2\">Liquidity priority<\/span><\/span><\/button><\/li><li role=\"none\" class=\"rbc-tab-item\"><button aria-controls=\"incorporatingvalues\" aria-selected=\"false\" role=\"tab\" class=\"single-item rbc-tab-link\"><span class=\"rbc-tab-link-text\"><span data-id=\"3\">Incorporating values<\/span><\/span><\/button><\/li><li role=\"none\" class=\"rbc-tab-item\"><button aria-controls=\"successionreadiness\" aria-selected=\"false\" role=\"tab\" class=\"single-item rbc-tab-link\"><span class=\"rbc-tab-link-text\"><span data-id=\"4\">Succession readiness<\/span><\/span><\/button><\/li><\/ul><\/div><button class=\"rbc-tab-scroll-button rbc-tab-scroll-button-right rbc-d-none\"><div class=\"rbc-icon rbc-tab-scroll-button-icon\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fas fa-angle-right\"><\/i><\/div><span class=\"sr-only\">Move right<\/span><\/button><\/nav><section class=\"wp-block-tk-blocks-tabs\">\n<div data-tab-id=\"0\" class=\"wp-block-tk-tab-content active\"><section class=\"rbc-tab-content-wrap\"><div id=\"newandlegacywealth\" role=\"tabpanel\" class=\"rbc-tab-expandable-content rbc-tab-content\"><div class=\"rbc-tab-content-body\">\n<section class=\"wp-block-rbcwm-image-block rbc-block rbc-block-image rbc-block-flush rbc-block-image-bleed rbc-block-image-mobile-top\"><div class=\"container rbc-block-image-container\"><div class=\"row justify-content-between h-100 no-gutters\">\n<div class=\"wp-block-rbcwm-block-image-content rbc-block-image-content rbc-block-image-content-center col-lg-6 order-2 order-lg-1\"><div class=\"rbc-block-image-bleed-body wrap\">\n<h2 id=\"h-family-wealth-is-moving-on-different-timelines\" class=\"wp-block-heading\"><strong>Family wealth is moving on different timelines<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The family office landscape isn\u2019t being driven by generational wealth transfer alone. New wealth is contributing to the formation of family offices as established families move through successive generations. One in five offices surveyed was formed within the past six years, while the share controlled by third-generation-or-later families has risen from 22 percent in 2025 to more than 26 percent this year.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The timing of succession varies just as widely. Twenty-three percent of offices have experienced a generational transition within the past five years, yet 52 percent of those still awaiting one don\u2019t expect it for at least another decade. The findings reflect how differently family offices are preparing for and managing generational change.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Meanwhile, families themselves are growing. Over the next five years, respondents expect the median number of family members to increase by 25 percent, from eight to 10. More family members can mean greater demands on investment performance and the operational capabilities of the office \u2013 regardless of when the next transfer of control takes place.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-blockimage-image col-lg-5 order-0 rbc-block-image-bleed-col order-lg-2\"><div class=\"rbc-block-image-bleed-img-wrap \"><div class=\"rbc-block-image-img rbc-block-image-bleed-img bleed-img-right rbc-image-with-focalpoint-desktop rbc-image-with-focalpoint-mobile\" style=\"--bg-position-x-desktop:68%;--bg-position-y-desktop:74%;--bg-position-x-mobile:69%;--bg-position-y-mobile:73%\" data-src=\"https:\/\/www.rbcwealthmanagement.com\/en-asia\/wp-content\/uploads\/sites\/8\/2023\/02\/couple-sitting-on-couch-while-playing-with-toddler-01.png\" data-lazy=\"true\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity&quot;,&quot;remove&quot;:&quot;ani-opacity-from&quot;}\"><\/div><\/div><\/div>\n<\/div><\/div><\/section>\n<\/div><\/div><\/section><\/div>\n\n\n\n<div data-tab-id=\"1\" class=\"wp-block-tk-tab-content\"><section class=\"rbc-tab-content-wrap\"><div id=\"renewedoptimism\" role=\"tabpanel\" class=\"rbc-tab-expandable-content rbc-tab-content\"><div class=\"rbc-tab-content-body\">\n<section class=\"wp-block-rbcwm-image-block rbc-block rbc-block-image rbc-block-grey rbc-block-flush rbc-block-image-bleed rbc-block-image-mobile-top has-block-grey-background-color has-background\"><div class=\"container rbc-block-image-container\"><div class=\"row justify-content-between h-100 no-gutters\">\n<div class=\"wp-block-rbcwm-block-image-content rbc-block-image-content rbc-block-image-content-center col-lg-6 order-2 order-lg-1\"><div class=\"rbc-block-image-bleed-body wrap\">\n<h2 id=\"h-stronger-results-reset-expectations\" class=\"wp-block-heading\"><strong>Stronger results reset expectations<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Family offices considerably underestimated investment performance in 2025. They entered the year expecting an average return of five percent, but applying reported median returns to the average portfolio suggests a return closer to 13 percent. Every asset class measured delivered a positive median return.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Expectations have moved higher in response. Roughly half of respondents expect developed-market equities to match or exceed their 2025 performance over the next two to five years. The outlook is even more optimistic for developing-market equities and private markets.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-blockimage-image col-lg-5 order-0 rbc-block-image-bleed-col order-lg-2\"><div class=\"rbc-block-image-bleed-img-wrap \"><div class=\"rbc-block-image-img rbc-block-image-bleed-img bleed-img-right rbc-image-with-focalpoint-desktop rbc-image-with-focalpoint-mobile\" style=\"--bg-position-x-desktop:46%;--bg-position-y-desktop:45%;--bg-position-x-mobile:48%;--bg-position-y-mobile:54%\" data-src=\"https:\/\/www.rbcwealthmanagement.com\/en-asia\/wp-content\/uploads\/sites\/8\/2023\/02\/a-redheaded-client-smiling-on-a-couch-04.png\" data-lazy=\"true\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity&quot;,&quot;remove&quot;:&quot;ani-opacity-from&quot;}\"><\/div><\/div><\/div>\n<\/div><\/div><\/section>\n<\/div><\/div><\/section><\/div>\n\n\n\n<div data-tab-id=\"2\" class=\"wp-block-tk-tab-content\"><section class=\"rbc-tab-content-wrap\"><div id=\"liquiditypriority\" role=\"tabpanel\" class=\"rbc-tab-expandable-content rbc-tab-content\"><div class=\"rbc-tab-content-body\">\n<section class=\"wp-block-rbcwm-image-block rbc-block rbc-block-image rbc-block-flush rbc-block-image-bleed rbc-block-image-mobile-top\"><div class=\"container rbc-block-image-container\"><div class=\"row justify-content-between h-100 no-gutters\">\n<div class=\"wp-block-rbcwm-block-image-content rbc-block-image-content rbc-block-image-content-center col-lg-6 order-2 order-lg-1\"><div class=\"rbc-block-image-bleed-body wrap\">\n<h2 id=\"h-liquidity-moves-beyond-the-balance-sheet\" class=\"wp-block-heading\"><strong>Liquidity moves beyond the balance sheet<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Liquidity is influencing how family offices think about their investments and their broader financial position. In private markets, nearly one in five investors surveyed attempted to exit a fund position this year. Among the 15 offices that did, 47 percent were unable to complete the exit as expected, putting the liquidity constraints of private-market holdings into sharper focus.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At the same time, offices are considering how much liquidity they need to support family cash flow and pursue investment opportunities without raising funds. Borrowing provides another source of flexibility: 28 percent borrow against securities and 21 percent against real estate to fund new investments.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-blockimage-image col-lg-5 order-0 rbc-block-image-bleed-col order-lg-2\"><div class=\"rbc-block-image-bleed-img-wrap \"><div class=\"rbc-block-image-img rbc-block-image-bleed-img bleed-img-right rbc-image-with-focalpoint-desktop rbc-image-with-focalpoint-mobile\" style=\"--bg-position-x-desktop:65%;--bg-position-y-desktop:79%;--bg-position-x-mobile:49%;--bg-position-y-mobile:66%\" data-src=\"https:\/\/www.rbcwealthmanagement.com\/en-asia\/wp-content\/uploads\/sites\/8\/2023\/02\/a-team-of-advisors-in-a-boardroom-meeting-05.png\" data-lazy=\"true\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity&quot;,&quot;remove&quot;:&quot;ani-opacity-from&quot;}\"><\/div><\/div><\/div>\n<\/div><\/div><\/section>\n<\/div><\/div><\/section><\/div>\n\n\n\n<div data-tab-id=\"3\" class=\"wp-block-tk-tab-content\"><section class=\"rbc-tab-content-wrap\"><div id=\"incorporatingvalues\" role=\"tabpanel\" class=\"rbc-tab-expandable-content rbc-tab-content\"><div class=\"rbc-tab-content-body\">\n<section class=\"wp-block-rbcwm-image-block rbc-block rbc-block-image rbc-block-flush rbc-block-image-bleed rbc-block-image-mobile-top\"><div class=\"container rbc-block-image-container\"><div class=\"row justify-content-between h-100 no-gutters\">\n<div class=\"wp-block-rbcwm-block-image-content rbc-block-image-content rbc-block-image-content-center col-lg-6 order-2 order-lg-1\"><div class=\"rbc-block-image-bleed-body wrap\">\n<h2 id=\"h-values-remain-influential-even-as-approaches-change\" class=\"wp-block-heading\"><strong>Values remain influential, even as approaches change<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">For many families, values continue to influence decisions about both giving and investing. Philanthropy remains widespread, with 65 percent of family offices participating, while continuing the family mission, legacy and values now ranks as the leading motivation, replacing giving back to society, which held the top spot in 2025.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The investment picture is less straightforward. Formal participation in responsible investing has fallen from 25 percent to 19 percent, but interviews reveal a more nuanced shift. Some families continue to consider their values when making investment decisions without identifying those investments \u2013 or themselves \u2013 under the responsible investing label.<br><br>Those formally pursuing responsible investing remain committed to it. On average, they allocate 28 percent of their portfolios to responsible investments and expect that share to reach 36 percent by 2030. Philanthropy also remains substantial among some families: of those reporting the value of their gifts, 38 percent gave more than US$5 million in 2025.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-blockimage-image col-lg-5 order-0 rbc-block-image-bleed-col order-lg-2\"><div class=\"rbc-block-image-bleed-img-wrap \"><div class=\"rbc-block-image-img rbc-block-image-bleed-img bleed-img-right rbc-image-with-focalpoint-desktop rbc-image-with-focalpoint-mobile\" style=\"--bg-position-x-desktop:41%;--bg-position-y-desktop:48%;--bg-position-x-mobile:42%;--bg-position-y-mobile:46%\" data-src=\"https:\/\/www.rbcwealthmanagement.com\/en-asia\/wp-content\/uploads\/sites\/8\/2023\/02\/a-female-advisor-and-client-reviewing-documents-on-a-laptop-02.png\" data-lazy=\"true\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity&quot;,&quot;remove&quot;:&quot;ani-opacity-from&quot;}\"><\/div><\/div><\/div>\n<\/div><\/div><\/section>\n<\/div><\/div><\/section><\/div>\n\n\n\n<div data-tab-id=\"4\" class=\"wp-block-tk-tab-content\"><section class=\"rbc-tab-content-wrap\"><div id=\"successionreadiness\" role=\"tabpanel\" class=\"rbc-tab-expandable-content rbc-tab-content\"><div class=\"rbc-tab-content-body\">\n<section class=\"wp-block-rbcwm-image-block rbc-block rbc-block-image rbc-block-flush rbc-block-image-bleed rbc-block-image-mobile-top\"><div class=\"container rbc-block-image-container\"><div class=\"row justify-content-between h-100 no-gutters\">\n<div class=\"wp-block-rbcwm-block-image-content rbc-block-image-content rbc-block-image-content-center col-lg-6 order-2 order-lg-1\"><div class=\"rbc-block-image-bleed-body wrap\">\n<h2 id=\"h-preparing-people-as-well-as-plans\" class=\"wp-block-heading\"><strong>Preparing people as well as plans<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Succession readiness involves more than deciding how wealth will transfer between generations. Twenty-three percent of family offices have no succession plan, while 52 percent have an informal plan that hasn\u2019t been documented. The findings also reveal gaps in preparing the people involved in future transitions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Nearly a third of respondents are concerned about the retirement of key family leaders and staff, making leadership continuity and knowledge transfer important considerations. Preparation among younger family members is another consideration: only 26 percent of offices help them understand their role after succession. Looking further ahead, just seven surveyed offices provide structured financial or investment management education.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-blockimage-image col-lg-5 order-0 rbc-block-image-bleed-col order-lg-2\"><div class=\"rbc-block-image-bleed-img-wrap \"><div class=\"rbc-block-image-img rbc-block-image-bleed-img bleed-img-right rbc-image-with-focalpoint-desktop rbc-image-with-focalpoint-mobile\" style=\"--bg-position-x-desktop:42%;--bg-position-y-desktop:50%;--bg-position-x-mobile:42%;--bg-position-y-mobile:55%\" data-src=\"https:\/\/www.rbcwealthmanagement.com\/en-asia\/wp-content\/uploads\/sites\/8\/2023\/02\/an-advisor-shaking-hands-with-a-client-03.png\" data-lazy=\"true\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity&quot;,&quot;remove&quot;:&quot;ani-opacity-from&quot;}\"><\/div><\/div><\/div>\n<\/div><\/div><\/section>\n<\/div><\/div><\/section><\/div>\n<\/section><\/div>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-grey has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<header class=\"wp-block-rbcwm-block-header row rbc-block-header\"><div class=\"col-lg-12\">\n<div class=\"row\">\n\n<h2 id=\"h-related-articles\" class=\"wp-block-heading rbc-block-header-title col-lg-12\">Related articles<\/h2>\n\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-block-header-description rbc-block-header-description\">\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n<\/div><\/header>\n\n\n\n\t\t<div class=\"row\">\n\t\t\t<div class=\"col-lg-12\">\n\t\t\t\t<div class=\"row overlap-bottom\">\n\t\t\t\t\t\n<div class=\"rbc-media-card-col rbc-card-col-my col-lg-4 col-md-6\">\n\t<div class=\"rbc-card rbc-media-card rbc-card-hover rbc-media-card-stacked-vertical\">\n\t\t<div draggable=\"false\" class=\"rbc-card-wrap\">\n\t\t\t<div class=\"rbc-card-body rbc-hero-img-background-position\">\n\t\t\t\t\t\t\t\t<div class=\"rbc-media-card-image\" style=\"background-image: url('https:\/\/www.rbcwealthmanagement.com\/en-asia\/wp-content\/uploads\/sites\/8\/2025\/10\/coworkers-walking-and-talking-3210x2140-1.jpg?w=1024');\"><\/div>\n\t\t\t\t\t\t\t<h3 class=\"rbc-media-card-title rbc-media-card-title-wrap\"><span class=\"rbc-media-card-title-link\"><span>Family offices reset following volatility in early 2025<\/span><\/span><\/h3>\t\t\t\t<span class=\"category rbc-media-card-category\">\n\t\t\t\t\tWealth planning\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-asia\/insights\/family-offices-reset-following-volatility-in-early-2025\" class=\"rbc-media-card-footer-link align-self-end link-chev rbc-card-link-full\">\n\t\t\t\t\t\t<span class=\"rbc-media-card-cta-link\">\n\t\t\t\t\t\t\t7 minute read\t\t\t\t\t\t\t<div class=\"rbc-icon\">\n\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<span class=\"sr-only\">&#8211; Family offices reset following volatility in early 2025<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n<div class=\"rbc-media-card-col rbc-card-col-my col-lg-4 col-md-6\">\n\t<div class=\"rbc-card rbc-media-card rbc-card-hover rbc-media-card-stacked-vertical\">\n\t\t<div draggable=\"false\" class=\"rbc-card-wrap\">\n\t\t\t<div class=\"rbc-card-body rbc-hero-img-background-position\">\n\t\t\t\t\t\t\t\t<div class=\"rbc-media-card-image\" style=\"background-image: url('https:\/\/www.rbcwealthmanagement.com\/en-asia\/wp-content\/uploads\/sites\/8\/2026\/07\/multi-generational-asain-family-in-living-room-3210x2140-2.jpg?w=1024');\"><\/div>\n\t\t\t\t\t\t\t<h3 class=\"rbc-media-card-title rbc-media-card-title-wrap\"><span class=\"rbc-media-card-title-link\"><span>Why family-centric wealth management is the future for high-net-worth families in Asia<\/span><\/span><\/h3>\t\t\t\t<span class=\"category rbc-media-card-category\">\n\t\t\t\t\tWealth planning\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-asia\/insights\/why-family-centric-wealth-management-is-the-future-for-high-net-worth-families-in-asia\" class=\"rbc-media-card-footer-link align-self-end link-chev rbc-card-link-full\">\n\t\t\t\t\t\t<span class=\"rbc-media-card-cta-link\">\n\t\t\t\t\t\t\t6 minute read\t\t\t\t\t\t\t<div class=\"rbc-icon\">\n\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<span class=\"sr-only\">&#8211; Why family-centric wealth management is the future for high-net-worth families in Asia<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n<div class=\"rbc-media-card-col rbc-card-col-my col-lg-4 col-md-6\">\n\t<div class=\"rbc-card rbc-media-card rbc-card-hover rbc-media-card-stacked-vertical\">\n\t\t<div draggable=\"false\" class=\"rbc-card-wrap\">\n\t\t\t<div class=\"rbc-card-body rbc-hero-img-background-position\">\n\t\t\t\t\t\t\t\t<div class=\"rbc-media-card-image\" style=\"background-image: url('https:\/\/www.rbcwealthmanagement.com\/en-asia\/wp-content\/uploads\/sites\/8\/2023\/03\/business-team-work-brainstroming-meeting.jpg');\"><\/div>\n\t\t\t\t\t\t\t<h3 class=\"rbc-media-card-title rbc-media-card-title-wrap\"><span class=\"rbc-media-card-title-link\"><span>How to set up a family office: What to consider when choosing an advisor<\/span><\/span><\/h3>\t\t\t\t<span class=\"category rbc-media-card-category\">\n\t\t\t\t\tGlobal wealth\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.rbcwealthmanagement.com\/en-asia\/insights\/how-to-set-up-a-family-office-what-to-consider-when-choosing-an-advisor\" class=\"rbc-media-card-footer-link align-self-end link-chev rbc-card-link-full\">\n\t\t\t\t\t\t<span class=\"rbc-media-card-cta-link\">\n\t\t\t\t\t\t\t5 minute read\t\t\t\t\t\t\t<div class=\"rbc-icon\">\n\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right\"><\/i>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<span class=\"sr-only\">&#8211; How to set up a family office: What to consider when choosing an advisor<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\n\t\t<\/div><\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block alignfull rbc-block rbc-block-flush-bottom rbc-block-grey rbc-block-has-overlap rbc-block-small has-theme-color has-block-grey-background-color has-text-color has-background\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<div class=\"wp-block-rbcwm-rbc-button rbc-button-block row no-gutters align-items-end b-white blockId-047f078f-184e-4990-b442-b834f92c43cf blockId-2be2cebf-97f1-4cb4-b03f-14ef07f07121 blockId-c39f3d39-2994-457b-b959-27f8eb161a14 blockId-a84a305b-c01b-4a5d-8f86-e2fb992e4c5b blockId-a675a1a6-a66d-458c-bd5b-5216ecec25c6 blockId-a8780c55-96b7-4c2c-8d3b-08111c56cc52 blockId-63994a0d-c39d-4373-af83-695bf30c1791 blockId-66e91a56-80f3-4a3e-b773-38dc2000c357 blockId-f0d3a654-dc90-4c79-9319-ad6ffc6170d0 blockId-75d185d3-a66b-46d5-b16d-ca13fa8cbb03 blockId-88f4c4ca-4cb4-4788-9236-9db1d9b48ad8 blockId-5814edca-8f53-44e9-83be-e1df12b100d7 blockId-c5e3fe30-97e5-4262-a980-1b1b91ff6db6 blockId-e2c8aab2-d9d1-4a6a-bd23-208888a12fa4 blockId-0a7bae71-0478-47f2-938f-d7d3659700aa blockId-c99161aa-879d-403e-88b6-0149c14250c9 blockId-46ae9c37-3205-47d9-83b1-bafa4ab3b16d blockId-69be5f6a-2ac1-431c-88e8-e77bcd02bd95 blockId-d16b7a5d-5255-496d-b04e-c430eeb0868c blockId-5560e294-5ccb-4496-9253-1f9dea40c022 blockId-56254f6b-3538-4bc4-af56-40daea246c77 blockId-d4419c66-5123-49d2-9015-1fbadecd9ed0 blockId-2d556f65-502e-484b-904c-898aa4d95ec4 blockId-0e79fa8a-8c68-4391-a997-cca80cfdbb00 blockId-4709b8ea-3a98-4aa8-9e7f-e2efd9c8ad7b blockId-b2f2b1e5-2dfb-4f5a-b437-0020834d7677 blockId-548a1f6c-5690-48e5-acbc-09577fbd3cd9 blockId-460a119e-4354-44a9-94e4-c2a786d64845 blockId-ad2999a3-e557-42a1-97d8-bdfe61ab0889 blockId-c66ddcf3-7dbc-490b-b731-1e95f0caf663 rbc-block-has-overlap overlap-bottom\"><div class=\"rbc-card\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"row\"><div class=\"col-lg-8\"><h3 class=\"mb-0 rbc-button-block-title\"><span>Let\u2019s connect<\/span><\/h3><hr class=\"hr-mini my-1-half bdr-warm-grey\"\/>\n<p class=\"paragraph-intro wp-block-paragraph\">We want to talk about your family strategy.<\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"col-lg-7\"><a href=\"https:\/\/www.rbcwealthmanagement.com\/en-asia\/contact\" target=\"_self\" class=\"rbc-button rbc-button-block-cta rbc-button-large rbc-button-warm-grey rbc-button-block\" rel=\"noopener\"><div class=\"rbc-icon rbc-button-icon-right\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-fal fa-angle-right \"><\/i><\/div><span>Let us contact you<\/span><\/a><\/div><\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-image-block rbc-block rbc-block-image rbc-block-image-bleed rbc-block-image-mobile-top\"><div class=\"container rbc-block-image-container\"><div class=\"row justify-content-between h-100 no-gutters\">\n<div class=\"wp-block-rbcwm-block-image-content rbc-block-image-content rbc-block-image-content-center col-lg-6 order-2 order-lg-1\"><div class=\"rbc-block-image-bleed-body wrap\">\n<h2 id=\"h-explore-past-reports\" class=\"wp-block-heading\">Explore past reports<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Review the trends that impacted North American family offices in recent years.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/campaign\/the-north-america-family-office-report-2025.pdf\" data-type=\"link\" data-id=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/campaign\/the-north-america-family-office-report-2023.pdf\" class=\"link-cta\" target=\"_blank\" rel=\"noreferrer noopener\">Read our 2025 report<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/campaign\/the-north-america-family-office-report-2024.pdf\" data-type=\"link\" data-id=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/campaign\/the-north-america-family-office-report-2023.pdf\" class=\"link-cta\" target=\"_blank\" rel=\"noreferrer noopener\">Read our 2024 report<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/campaign\/the-north-america-family-office-report-2023.pdf\" data-type=\"link\" data-id=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/documents\/campaign\/the-north-america-family-office-report-2023.pdf\" class=\"link-cta\" target=\"_blank\" rel=\"noreferrer noopener\">Read our 2023 report<\/a><\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-blockimage-image col-lg-5 order-0 rbc-block-image-bleed-col order-lg-0 flex-lg-row-reverse\"><div class=\"rbc-block-image-bleed-img-wrap  d-flex flex-lg-row-reverse\"><div class=\"rbc-block-image-img rbc-block-image-bleed-img bleed-img-left\" data-src=\"https:\/\/www.rbcwealthmanagement.com\/en-asia\/wp-content\/uploads\/sites\/8\/2025\/10\/aerial-image-Fraser-River-headwaters-in-winter-in-page.jpg\" data-lazy=\"true\" data-observe=\"{&quot;add&quot;:&quot;ani-opacity&quot;,&quot;remove&quot;:&quot;ani-opacity-from&quot;}\"><\/div><\/div><\/div>\n<\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-grey  rbc-footer-footnotes rbc-block-small has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<div class=\"wp-block-group caption is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"row justify-content-between wrap blockId-95661bc5-9d1a-41d4-8d54-428b031ba194\">\n<div class=\"wp-block-rbcwm-column col-lg-12\">\n<p class=\"is-style-disclaimer wp-block-paragraph\">\u00a9 Royal Bank of Canada 2026. All rights reserved. All other trademarks are property of their respective owner(s) and are used under licence, if applicable. The material herein is for informational purposes only and is not directed at, nor intended for distribution to or use by, any person or entity in any country where such distribution or use would be contrary to law or regulation or which would subject Royal Bank of Canada or its subsidiaries or constituent business units to any licensing or registration requirement within such country. This is not intended to be either a specific offer by any Royal Bank of Canada entity to sell or provide, or a specific invitation to apply for, any particular financial account, product or service. Royal Bank of Canada does not offer accounts, products or services in jurisdictions where it is not permitted to do so, and therefore is not available in all countries or markets.<\/p>\n\n\n\n<p class=\"is-style-disclaimer wp-block-paragraph\">RBC&nbsp;Wealth Management is a business segment of Royal Bank of Canada. Please click the \u201cLegal\u201d link at the bottom of this page for further information on the entities that are member companies of RBC Wealth Management. RBC Wealth Management member companies, RBC Dominion Securities Inc.*, RBC Phillips, Hager &amp; North Investment Counsel Inc., RBC Global Asset Management Inc., Royal Trust Corporation of Canada and The Royal Trust Company (collectively, the \u201cCompanies\u201d) and their affiliate, Royal Mutual Funds Inc. (RMFI). *Member \u2013 Canada Investor Protection Fund. 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Royal Bank of Canada disclaims any and all warranties of any kind concerning any information provided in this report.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"<p>This report explores the evolving family office landscape with insights from 155 single and multifamily offices, primarily in North America.   <\/p>\n","protected":false},"author":15,"featured_media":16275,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"editor_notices":[],"rbc_url_alias":"campaign\/the-north-america-family-office-report","footnotes":""},"rbcwm_content_owner":[391],"class_list":["post-14908","page","type-page","status-publish","has-post-thumbnail","hentry","rbcwm_content_owner-family-office-services"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v28.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>The North America Family Office Report 2026 - 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