The nine archetypes of ultra-high-net-worth personalities ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

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Family offices are confident in markets, but succession worries loom: Citi Wealth report

Family offices around the world are becoming more deliberate and resilient in their investing, risk management and long-term strategies amid the current uncertainty, a new report has found.

Citi Wealth’s 2026 Global Family Office Report reveals that public equities have re-emerged as the primary destination for incremental capital, although private markets remain a strategic pillar of family office portfolios. Meanwhile, artificial intelligence is moving from experimentation to implementation, cross-border complexity in family offices is rising, and leadership succession and next-generation preparedness have become a priority.

“Succession emerged as one of the defining themes of Citi Wealth’s survey this year,” says Ajay Kamath, North America head of the family office advisory for Citi Wealth. Kamath notes that some one-third of family offices expect a leadership transition in the family, family office or family business within the next five years. “At the same time, preparedness remains uneven. Only 17 per cent of respondents describe themselves as well prepared for leadership succession.”

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Spirited panel explores opportunities and challenges of working in a multi-family office

For those in the financial services industry, the remarkable global growth in the number and footprint of multi-family offices is both an opportunity and a challenge. For investment professionals, particularly in Canada, MFOs are increasingly seen as a rewarding and potentially lucrative career path. On the other hand, supporting families of wealth comes with its own difficulties, and the level of service, customization and adaptability it requires may be unfamiliar territory for advisors whose background and training are often highly specialized and technical.

Earlier this year, PBY Capital and CFA Society Toronto tackled the opportunities and the challenges of working in an MFO head-on, in an engaging and spirited panel discussion titled “Demystifying Multi-Family Offices.” Moderated by Frank Balazic, vice-president at PBY, the panel featured three leaders in the Canadian industry: Susan Bell, president and CEO of Bell Kearns and Associates; Athas Kouvaras, partner and portfolio manager at Richter Family Office; and Neil Nisker, co-founder, chairman emeritus and board director of Our Family Office. Highlights from the conversation can be found here.

This article is Member Content, provided by PBY Capital.

The nine archetypes of ultra-high-net-worth personalities

‘In the family office space, an awareness of these personality types can help family members and advisors alike have more constructive conversations’

The cost of a frictionless life for HNW families

‘Populations enjoying the highest degree of frictionlessness report the highest rates of loneliness, anxiety and burnout’

Last chance to register: Real Estate online panel

As part of our Real Estate Special Report, sponsored by CMI Financial Group, Canadian Family Offices will feature a panel discussion on Thursday, October 1 at 1pm ET. It'll be centred on the key real estate sectors and opportunities to watch in the year ahead. We’ll explore investment opportunities, current trends and developments shaping the real estate landscape, as well as their potential impact on family offices and their portfolio strategies.

Every family has an operating system. Most just don’t design it

In her monthly column, Elke Rubach, discusses ‘continuity questions’ and outlines why they are as valuable as estate-planning questions

Does your family office need to register as a portfolio manager? The answer isn’t always clear-cut

‘The family office label alone doesn’t answer the registration question. Much depends on whom the office serves and what it is actually doing'

FROM OUR SPECIAL REPORT ON REAL ESTATE

Where Canadians are buying luxury property abroad

A pied-à-terre in Paris? A villa in Sorrento? Or maybe a whole castle? For wealthy Canadians