Family Offices Reported Increased Market Optimism
A new report from RBC and Campden Wealth reveals growing confidence among North American family offices.
Updated on Oct. 2, 2026 in Financial Planning
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RBC and Campden Wealth published the 2026 North America Family Office Report, highlighting a shift toward greater optimism regarding future market performance. The findings are based on a survey of 155 single-family and private multifamily offices.
Why it matters
Family offices are currently balancing the complexities of the Great Wealth Transfer alongside rapid new wealth creation and technology transformation. These strategic adjustments are critical for families attempting to sustain their capital across generations.
The report surveyed participants with an average operating net worth of $2.25 billion. These families possess individual net worths ranging from $100 million to more than $10 billion.
The players
RBC
Royal Bank of Canada is a major multinational financial services institution that provides global banking and wealth management services.
Campden Wealth
Campden Wealth is an independent organization that provides research, intelligence, and networking opportunities for family offices and ultra-high-net-worth investors.
The details
Researchers gathered data from offices across the Americas to understand how these entities manage investment strategies. Families are actively weighing near-term market performance against the requirements of long-term generational succession planning.
Timeline
October 2, 2026: RBC and Campden Wealth published the annual report.
Market Dynamics
This report follows the pattern of strategic adaptation established by the Great Wealth Transfer, which describes the multitrillion-dollar transition of assets between generations. Families are actively adjusting their investment frameworks to navigate the structural challenges inherent in this generational shift.
For the retail or institutional investor, these findings signal a broader increase in risk appetite among the world's wealthiest families. Understanding these shifts can help individuals refine their own long-term portfolio strategies to align with major market players.
The takeaway
Family offices are signaling a renewed confidence in market conditions while juggling the demands of technological change. Implementing long-term succession strategies early can help families better manage the risks associated with volatile market cycles.
Further reading
Learn more about the latest trends in wealth management on our Financial Planning page.
Source note: This article includes information reported by Institutional Real Estate, Inc..
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