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Family offices pool resources to save money and get better service: Survey

Originally published: ThinkAdvisor, 21 January 2026

  • Seventy-one percent of respondents reported that they share employees.
  • Sixty-nine percent share the ownership or use of expensive items.   
  • Half of respondents reported that they are in a significant growth phase.

Nine in 10 global family offices collaborate or share services with other family offices in some way, according to survey results released Tuesday by Ocorian, a provider of trust, administration and fiduciary services.

This collaboration is a bid to save on costs and to be more environmentally friendly and receive better service, Ocorian said.

“The number of single-family offices has grown significantly and is expected to continue rising,” Ocorian’s managing director, Nina Auchoybur, said in a statement. “Families increasingly recognize the need for more formalised structures and the importance of attracting the right talent.”

Many family offices are exploring collaborative co-operatives to share services and resources, Auchoybur said, effectively enabling them to operate like a private bank at a fraction of the cost.

For the study, Pureprofile, an independent research company, in July interviewed 200 family members, full-time family office employees and specialist intermediaries working for family offices of ultra-high-net-worth family businesses.

The value of wealth managed or owned by the families totaled some $68 billion. Respondents were based in Switzerland, the United Kingdom, Jersey, the Middle East, Singapore, Hong Kong, South Africa, Mauritius, Bermuda, Cayman and the British Virgin Islands.

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