Family office investment managers globally plan to significantly increase allocations to alternative assets over the next two years, with infrastructure expected to see the largest gains, according to research commissioned by Ocorian.
The study, conducted in June 2025 among 200 family members, senior employees, and advisers representing $68.26 billion in wealth, found that no respondents planned to reduce exposure to any major alternative asset class. Nearly two-thirds (64%) of managers expect to raise infrastructure allocations by 25% to 50%, while 22% anticipate similar increases in real estate, 32% in private debt, and 21% in private equity.
Respondents cited diversification benefits as the main driver, followed by increased transparency and, in the case of some asset types, the potential to generate income. Strong recent performance, broader investment choices, and inflation protection also ranked among the attractions.
The survey covered family offices in 13 jurisdictions including the UK, UAE, Singapore, Switzerland, Hong Kong, South Africa, Saudi Arabia, and the Cayman Islands.
Simona Watkis, Ocorian’s head of private client in Cayman, said the shift is evident in both mature and emerging markets, with families seeking “stability, innovation, and cross-border solutions” alongside global diversification strategies.
Vince Calcagno, Ocorian’s head of US growth, said the sector is adopting more institutional investment practices, with growing demand for “data-driven, operationally efficient” approaches to managing alternative holdings.
Ocorian said the findings reflect a broad trend toward strategic, technology-supported investment planning in family offices, aimed at balancing performance, risk, and multi-generational wealth goals.
