Key Takeaways
- • According to a survey by Ocorian, 86 per cent of family offices with total wealth of $119.37 billion are including crypto and digital assets in their investment strategies.
- • Around 70 per cent of family offices considering crypto and digital asset investments struggle to find third-party outsourcing support for associated regulatory and reporting requirements, while 30 per cent say it is not a problem.
- • Only 8 per cent of family offices say they are in a very strong position to meet global regulatory requirements, while 74 per cent consider themselves quite strong in adapting to regulatory change.
- • Bitcoin fell more than 42 per cent over the past 12 months, trading at $64,233 as of 14:00 UK time on the Friday cited, though it rose 91.7 per cent over five years.
Summary
Family offices are increasingly investing in digital assets, but regulatory and reporting burdens are slowing their adoption, according to a survey published by WealthBriefing on 13 July 2026 and conducted by Ocorian, a provider of services to high-net-worth individuals, family offices, financial institutions, asset managers and corporates. The global study, which surveyed family members and senior executives at family offices with total wealth of $119.37 billion, found that 86 per cent are including crypto and digital assets such as tokens in their investment strategies.
Despite that broad interest, regulatory and reporting challenges prevent many of these family offices from fully embracing the asset class. Around 70 per cent of those considering crypto and digital asset investments struggle to find third-party outsourcing support for the associated compliance requirements, while less than a third (30 per cent) say this is not a problem. The difficulty is part of a wider compliance challenge: only one in 12 respondents (8 per cent) say they are in a very strong position to meet global regulatory requirements, although around three in four (74 per cent) describe themselves as quite strong in adapting to changing regulatory demands, and 18 per cent rate their adaptability as average.
The survey comes as bitcoin has become more mainstream in terms of bank and financial institution involvement, though the article notes significant volatility. The price of bitcoin has slumped more than 42 per cent over the past 12 months, fetching $64,233 as of 14:00 UK time on the Friday referenced, while it has risen 91.7 per cent over the past five years.
The research was commissioned by Ocorian in February and conducted by independent research firm PureProfile, which interviewed 200 people in the family office sector across the UK, US, UAE, Singapore, Switzerland, Hong Kong, South Africa, Saudi Arabia, Mauritius and Bahrain.
Despite that broad interest, regulatory and reporting challenges prevent many of these family offices from fully embracing the asset class. Around 70 per cent of those considering crypto and digital asset investments struggle to find third-party outsourcing support for the associated compliance requirements, while less than a third (30 per cent) say this is not a problem. The difficulty is part of a wider compliance challenge: only one in 12 respondents (8 per cent) say they are in a very strong position to meet global regulatory requirements, although around three in four (74 per cent) describe themselves as quite strong in adapting to changing regulatory demands, and 18 per cent rate their adaptability as average.
The survey comes as bitcoin has become more mainstream in terms of bank and financial institution involvement, though the article notes significant volatility. The price of bitcoin has slumped more than 42 per cent over the past 12 months, fetching $64,233 as of 14:00 UK time on the Friday referenced, while it has risen 91.7 per cent over the past five years.
The research was commissioned by Ocorian in February and conducted by independent research firm PureProfile, which interviewed 200 people in the family office sector across the UK, US, UAE, Singapore, Switzerland, Hong Kong, South Africa, Saudi Arabia, Mauritius and Bahrain.
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