How the wealthiest families invest: CNBC and Addepar launch Family Office Portfolio Tracker

Public stocks are the fastest-growing asset class in family office portfolios, according to the CNBC Family Office Portfolio Tracker, while real estate exposure is shrinking. The piece is a broad allocation trend update rather than a catalyst-driven market event. It points to a relative rotation out of property and toward equities, but contains no specific percentages or time horizon.

Analysis

Public stocks are the fastest-growing asset class in family office portfolios, according to the CNBC Family Office Portfolio Tracker, while real estate exposure is shrinking. The piece is a broad allocation trend update rather than a catalyst-driven market event. It points to a relative rotation out of property and toward equities, but contains no specific percentages or time horizon.