Key Takeaways
- • According to a survey by Ocorian, 86 per cent of family offices surveyed are including crypto and digital assets in their investment strategies, even as regulatory and reporting challenges limit full adoption.
- • Around 70 per cent of family offices considering crypto investments struggle to find third-party outsourcing support for the associated regulatory and reporting requirements, while 30 per cent say this is not a problem.
- • Only 8 per cent of family offices describe themselves as very strong in meeting global regulatory requirements, and 74 per cent consider themselves quite strong in adapting to regulatory change.
- • The survey covered family members and senior executives at family offices with combined wealth of $119.37 billion, with 200 respondents across ten jurisdictions.
Summary
Family offices are increasingly investing in digital assets, but regulatory and reporting requirements are slowing their progress, according to a survey published by Wealth Briefing on 13 July 2026. The research was conducted by Ocorian, a provider of services to high-net-worth individuals, family offices, financial institutions, asset managers and corporates. Ocorian commissioned independent research firm PureProfile to interview 200 people in the family office sector in February, with respondents drawn from the UK, US, UAE, Singapore, Switzerland, Hong Kong, South Africa, Saudi Arabia, Mauritius and Bahrain. The respondents represented family offices with total wealth of $119.37 billion.
The survey found that 86 per cent of respondents are including crypto and digital assets in their investment strategies. However, Ocorian's findings indicate that regulatory and reporting challenges prevent these family offices from fully embracing the asset class. Around 70 per cent of those considering crypto and digital asset investments reported difficulty finding third-party outsourcing support for the regulatory and reporting obligations tied to the sector.
The crypto-specific challenges sit within a broader compliance problem. Only one in 12 respondents (8 per cent) said they were in a very strong position to meet global regulatory requirements. By contrast, around three in four (74 per cent) considered themselves quite strong in their ability to adapt to complexity and changes in global regulatory demands, while 18 per cent described their adaptability as average.
The article notes that bitcoin has become more mainstream in terms of bank and financial institution involvement. Its price, however, has fallen more than 42 per cent over the past 12 months, trading at $64,233 as of 14:00 UK time on the reporting Friday, though it has risen 91.7 per cent over five years.
The survey found that 86 per cent of respondents are including crypto and digital assets in their investment strategies. However, Ocorian's findings indicate that regulatory and reporting challenges prevent these family offices from fully embracing the asset class. Around 70 per cent of those considering crypto and digital asset investments reported difficulty finding third-party outsourcing support for the regulatory and reporting obligations tied to the sector.
The crypto-specific challenges sit within a broader compliance problem. Only one in 12 respondents (8 per cent) said they were in a very strong position to meet global regulatory requirements. By contrast, around three in four (74 per cent) considered themselves quite strong in their ability to adapt to complexity and changes in global regulatory demands, while 18 per cent described their adaptability as average.
The article notes that bitcoin has become more mainstream in terms of bank and financial institution involvement. Its price, however, has fallen more than 42 per cent over the past 12 months, trading at $64,233 as of 14:00 UK time on the reporting Friday, though it has risen 91.7 per cent over five years.
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