Family offices across the Asia-Pacific region are preparing to deepen their local roots, with new data from UBS revealing a clear pivot towards investments in the region and a notable increase in succession planning among the region’s wealthiest families.

According to the UBS Global Family Office Report 2025, over half of Asia-Pacific ( APAC ) family offices plan to increase their investment allocations in the region outside Greater China over the next five years, while 30% are targeting Greater China itself.

This strategic reweighting signals a renewed confidence in local growth markets, especially in India, Taiwan, and mainland China, as regional dynamics shift amidst global volatility.

“More than half of APAC family offices plan to increase their investments in APAC excluding Greater China,” says LH Koh, head of UBS global family and institutional wealth, APAC. “Our role to support family offices in managing risks and identifying opportunities globally becomes even more pivotal.”

Indeed, while the global macroeconomic outlook remains fraught with uncertainty – top risks cited include trade wars ( 70% ) and geopolitical conflicts ( 52% ) – APAC families are holding firm in their convictions.

Nearly half of respondents are aiming to increase exposure to developed market equities, with another 40% eyeing emerging market stocks. Developed market bonds and equities remain favoured asset classes, with family offices deploying long-term, diversified portfolios even amid choppy markets.

Next-gen rising

What sets APAC apart globally is the degree of next-generation involvement: 59% of APAC family offices plan to bring the next generation into board-level roles, while 49% will place them in executive management – well above the 31% global average.

UBS attributes this to a regional emphasis on succession planning and the desire to institutionalize wealth for long-term sustainability.

Globally, the survey, compiled from 317 family offices with an average net worth of US$2.7 billion, points to continued capital concentration in North America and Western Europe. US family offices, in particular, have largely retrenched from international markets, with 86% of their portfolios focused on domestic assets.

By contrast, APAC families are ramping up local exposure, especially in fast-growth pockets within India and Southeast Asia.

As Asia’s ultra-wealthy begin to mobilize capital locally and pass the reins to younger stewards, UBS’s findings suggest a fundamental reshaping of the region’s investment landscape. Long-term resilience, regional conviction, and generational renewal are emerging as defining themes in the future of Asian private wealth.