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Family Offices Turning to "Purpose of Wealth" to Prepare the Next Generation, New AlTi Tiedemann Global and Campden Wealth Research Finds
NEW YORK, June 29, 2026--AlTi Global, Inc. ("AlTi" or "AlTi Tiedemann Global") (NASDAQ: ALTI), a leading independent global wealth manager with approximately $90 billion in combined assets, today released early findings from the 2026 AlTi Tiedemann Global and Campden Wealth Family Office Operational Excellence Report (the "Report"), showing that more families than ever before are exploring and defining the purpose of their wealth.
About this update from Alti Global, Inc.
Early data from the 2026 AlTi Tiedemann Global and Campden Wealth Family Office Operational Excellence Report shows that defining the purpose of wealth is rapidly becoming a top priority among family offices, largely driven by a desire to guide the next generation. NEW YORK, June 29, 2026--(BUSINESS WIRE)--AlTi Global, Inc. ("AlTi" or "AlTi Tiedemann Global") (NASDAQ: ALTI), a leading independent global wealth manager with approximately $90 billion in combined assets, today released early findings from the 2026 AlTi Tiedemann Global and Campden Wealth Family Office Operational Excellence Report (the "Report"), showing that more families than ever before are exploring and defining the purpose of their wealth. Nearly half of all respondents, 48%, reported that they have begun to formally define the purpose of their wealth and are implementing steps to achieve this, up from 33% in 2025. The findings suggest that many families are moving beyond foundational governance tools, such as Investment Policy Statements, to address a broader question: what is the wealth ultimately intended to support, enable and sustain across generations? Key early findings include: The research points to a significant engagement gap. While many families see purpose as a way to prepare and guide the next generation, 71% have not yet or not fully engaged them in this process. This suggests a clear opportunity for families to involve rising generation members earlier and more meaningfully in discussions about the role, responsibilities and future of family wealth. Jill Shipley, Head of Governance and Education, AlTi Tiedemann Global, commented: "Many family offices are at a pivotal moment as they prepare to transition wealth to the next generation who may have markedly different world views and values. For many families, the conversation is shifting from simply preparing the wealth for the heirs, to preparing the heirs for the wealth."