Latin American family offices are operating in an increasingly complex environment — one that requires balancing opportunity and risk, returns and values, and growth and continuity, often across borders and generations.

Investment decisions today extend far beyond portfolio construction. Families are contending with economic uncertainty, rising cybersecurity and data‑privacy risks, and the rapid adoption of new technologies such as artificial intelligence. At the same time, many are preparing for leadership transitions, making estate and succession planning more urgent and more nuanced than ever.

To better understand how family offices across the region are responding to these challenges, Northern Trust partnered with The Harris Poll to survey more than 300 investment decision‑makers at single‑family offices in Brazil, Mexico and Chile, each managing at least $150 million in assets.

The research explores how Latin American family offices are approaching:

• Asset allocation and the expanding role of private markets
• Risk management in an uncertain global landscape
• The influence of family values on investment decisions
• Technology adoption, including artificial intelligence
• Estate planning, jurisdictional considerations and family readiness
• Succession planning and next generation involvement

Together, the findings offer a clear view into the priorities shaping the future of single‑family offices in Latin America — and the strategies families are using to position themselves for long‑term resilience and continuity.

Download the full report to gain timely insights into how Latin American single‑family offices are positioning themselves for resilience, continuity and long‑term growth.

How We Help

With deep experience and broad capabilities serving the needs of family offices located across Latin America, Northern Trust Global Family Office provides expertise in asset servicing, investments, estate and succession planning, technology, fiduciary, banking and advisory solutions. With more than 500 family relationships in more than 30 countries, we can help you develop tailored solutions for the unique complexities of your family office.