Research
Editorial writing on Research from The Family Office Almanac.
Alternatives now outweigh traditional assets in family office portfolios, BNY Wealth finds
BNY Wealth's 2026 study of 290 family offices, reported on 13 October 2026, finds that less than half of portfolios now sit in public equity and real estate. The definition of 'alternatives' and a larger sample both matter when reading the headline.
69,000 people told HMRC they were leaving. The wealthy mostly use a different form.
P85 departure notices rose 32% to 69,000 in 2025/26, according to HMRC data published by UHY Hacker Young on 29 September 2026. The form is built for employees reclaiming PAYE, which limits what it says about wealthy leavers.
Forbes suspends its adviser rankings: the business of being ranked
Forbes suspended its adviser rankings over an undisclosed $6m payment. How ranking businesses earn, and how much trust wealthy families should place in them.
What we are reading about family offices
No noise, no selling. A measured take on what's moving across family offices and private wealth.