Family Offices Turn Defensive Amid Rising Policy Uncertainty and Market Volatility

Schroders' July 2025 Global Investor Insights Survey captures how family offices are adjusting portfolio strategies in response to intensified policy risks, market concentration, and geopolitical tension.

• 90% of family offices cite U.S. policy unpredictability—especially trade and tariffs—as their primary geopolitical concern, surpassing inflation and rates.

• Portfolio resilience has overtaken decarbonization as a strategic priority, with 56% ranking it as their top goal over the next 12–18 months.

• Confidence in active management is rising, with 86% planning to increase exposure, especially in sector-specialist private equity and private debt.

How are leading family offices redefining risk and opportunity in a fragmented world? Discover the full analysis for strategy insights.