• Bank of America's Oct. 20, 2026, study found 79% of family offices with potential next-generation principals expect larger alternative investment allocations.
• Private equity represents 27% of family office alternative portfolios; 59% plan to increase exposure over the next three years.
• While 27% consistently use leverage for long-term wealth strategies, 77% expect the next generation to show greater interest in wealth-building credit.
• Successors have been identified at 83% of family offices, but only 40% have formal family education programs.
• AI could improve investment returns, according to 80% of family offices; that figure rises to 88% among offices with next-generation involvement.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Bank of America Corporation published the original content used to generate this news brief via PR Newswire (Ref. ID: 202610200900PR_NEWS_USPR_____NY76520) on October 20, 2026, and is solely responsible for the information contained therein.