BNY Wealth, the wealth management division of New York Mellon Bank (BNY Mellon), specializes in providing customized investment and wealth planning services for high-net-worth individuals, family offices, and institutional clients. According to their latest report, family office investors are particularly focused on alternative asset allocations this year, including private equity and digital assets, while reducing exposure to traditional stock markets.
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ToggleFamily Offices Increasing Private Equity Fund Allocation
According to a Bloomberg report citing BNY Wealth's "2025 Single Family Office Investment Insights" report, the survey included investment professionals from 282 family offices globally, managing assets ranging from $250 million to over $5 billion.
Among family offices managing over $1 billion in assets, two-thirds plan to increase their allocation to private equity funds this year, a growth of nearly 70% compared to 2024. Public stocks now account for about 19% of these companies' investable assets, a 28% decrease from last year. Private equity investments are seeking to increase digital assets as their portfolio dependence on stocks is lower.
Recently, several cryptocurrency reserve companies like Tether-invested Twenty One Capital and SharpLink have been using private equity fundraising to buy Bit and ETH as strategic reserves.
(Tether's Ambitions and Blueprint in Directly Investing Bit into Twenty One)
Regulatory Clarity Helps Digital Asset Investment
The report, conducted in early 2025, also found a shift in attitudes towards cryptocurrencies, with 74% of surveyed investors stating they have or are exploring investing in digital assets following the launch of the first Bit ETF and Trump's election after accepting cryptocurrencies during his campaign.
Sinead Colton Grant, Chief Investment Officer of BNY Wealth, stated:
Most importantly, regulatory clarity—I believe this helps increase comfort with cryptocurrency allocation.
Real Estate and AI Also Become Key Investment Themes
Investors are concerned about geopolitical risks and inflation, with US companies particularly worried about price increases. In this context, over 60% of companies managing more than $1 billion in funds are considering increasing real estate investments this year. The report also unsurprisingly found that artificial intelligence is expected to be a key investment theme in the coming years.
Risk Warning
Cryptocurrency investments carry high risks, with potentially volatile prices, and you may lose your entire principal. Please carefully assess the risks.
