Bank of America Family Office Study: Next Generation Set to Reshape Family Offices
Bank of America released its 2026 Family Office Study, based on a survey of 355 family office decision makers conducted by Escalent in January and February 2026. Key findings include 79% of offices with a next-generation principal expecting alternatives to grow in portfolios, four in 10 holding sports investments, and 77% believing the next generation will use credit more strategically for wealth building.
Key figures
- Survey aum range
- $25M to more than $5B
- Survey respondents
- 355
- Next gen expect alternatives larger
- 79%
- Family offices holding sports investments
- Four in 10
AI analysis
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.