Investment considerations for single family offices 2026
The current landscape has been replaced by a more intricate and fragmented environment, necessitating greater discernment, adaptability, and a renewed focus on the cost of capital.
Our 2026 Themes and Opportunities: Post-Consensus report examines long-term structural economic shifts, highlighting an investment climate shaped by conflicting forces of change. It anticipates a decade where investors must derive growth from specialized, skill-based opportunities across various asset classes rather than relying on uniform market beta.
This evolution holds particular significance for family offices. Given their capacity to handle illiquidity and allocate capital with agility, these offices are well-positioned to utilize hedge funds as a bridge between risk management and return generation. elevated borrowing costs reveal weaknesses in fragile capital structures. Macro and volatility-focused approaches, previously sidelined, are re-emerging as essential tools for navigating geopolitical realignment, policy divergence, and cross-asset asymmetry.
In the coming year, the focus will shift toward managing uncertainty within an era of divergence across regions, policies, and opportunities, where long-term success will be defined by active judgment rather than passive exposure. We believe hedge funds represent this philosophy. When utilized through rigorous manager selection and careful portfolio design, they can assist in pursuing growth, capitalizing on market dislocations, and managing liquidity with greater flexibility.
The primary considerations for family offices in this climate center on four specific areas:
Hedge Funds: Strategic tools in a higher-for-longer world
Equity Hedging: Practical applications for challenging markets
Seeking to capture growth through impact
Four potential benefits of adding secondaries
Top considerations for single family offices in 2026
Our paper examines four essential strategies for achieving long-term resilience.
