Overview
  • Fully 60% of family offices plan to make strategic changes to their investment allocation in the next year – about twice the level of the past five years, according to the UBS Global Family Office Report.
  • North America is the only region where family offices plan to reduce their allocation in the next 12 months.
  • America’s highly concentrated stock market and fears of an AI bubble, tariffs, a falling dollar, volatile economic policies and rising debt and bond yields have caused many family offices to dial back their U.S. exposure.

Source: https://www.cnbc.com/2026/05/28/wealthiest-investors-de-dollarization-trade.html