Family Offices Favor Stocks, Private Equity Despite Inflation Fears
A new Citi Wealth survey finds family offices increasing equity and private equity allocations even as inflation surpasses tariffs as their top concern.
Family offices are doubling down on stocks and private equity despite mounting anxiety over inflation, according to a new survey from Citi Wealth released in 2026. The findings suggest that wealthy investment vehicles are prioritizing growth assets even as macroeconomic headwinds intensify.
Inflation emerged as the leading investment concern among family offices surveyed by Citi, displacing tariffs from the top spot they held in prior periods. The shift reflects a broader recalibration in how ultra-high-net-worth investors are weighing risks heading into the latter half of 2026.
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Despite the inflation worries, family offices have not retreated from risk assets. Instead, the survey indicates these institutions are maintaining or expanding their commitments to public equities and private equity, signaling confidence in long-term return potential over near-term caution. This appetite for private markets aligns with a multi-year trend of family offices seeking higher yields outside traditional fixed-income instruments.
The strategic posture revealed in the Citi data underscores a tension familiar to institutional investors: acknowledging macro risks while remaining unwilling to sacrifice potential upside by moving to the sidelines. Family offices, which manage the wealth of single ultra-high-net-worth families, often have longer investment horizons than conventional funds, giving them more flexibility to absorb short-term volatility.
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