NEW EXANTE REPORT URGES FAMILY OFFICES TO RETHINK RISK

Drawing on insights from BCG, UBS, Goldman Sachs, and BlackRock, the report shows that traditional strategies for wealth preservation are under strain, and that family offices must embrace diversification, innovation, and governance reform to safeguard capital. Drawing on insights from BCG, UBS, Goldman Sachs, and BlackRock, the report shows that traditional strategies for wealth preservation are under strain, and that family offices must embrace diversification, innovation, and governance...

Drawing on insights from BCG, UBS, Goldman Sachs, and BlackRock, the report shows that traditional strategies for wealth preservation are under strain, and that family offices must embrace diversification, innovation, and governance reform to safeguard capital.

Key findings from the report include:

"The traditional playbook for family wealth no longer applies," said Dr. Friedman. "Geopolitical volatility, tax shocks, and rapid technological disruption mean family offices must reassess everything from portfolio diversification to succession governance — or risk being left behind."

The report also highlights opportunities for family offices to build resilience by partnering with regulated, globally connected platforms such as EXANTE, enabling efficient access to both traditional and alternative asset classes across multiple jurisdictions.

Lord Mayor of London, Alastair King, said: "Family offices are driving the future of innovation and investment in the UK. They are behind a remarkable amount of venture capital flowing into UK startups—fuelling nearly a third of the entire market.

"We are entering a new chapter—one defined by shifting regulations, global uncertainty, economic turbulence, and rapid tech transformation.

"That is why I launched the UK's first Global Family Office Summit: to spotlight London as a powerhouse for private capital and spark vital conversations about how the UK can stay ahead in a fast-changing financial world."

The full report, Global Family Office Review 2025: Navigating the Future of Private Capital and the Family Office, is available for download here.

About EXANTE

EXANTE is a leading global prime broker offering access to 50+ markets, 8 asset classes, and more than one million instruments from a single multi-currency account. With proprietary technology, advanced trading modules, and a resilient infrastructure, EXANTE provides customised solutions for high-net-worth clients, institutions, and professional partners worldwide.

Media Contact: Julia Chapman[email protected]

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