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

Cnbc · · 880 words · By Robert Frank
Asset Allocation Financial Technology Wealth Management
open_in_new Read the original article: https://www.cnbc.com/2026/05/21/cnbc-family-office-portfolio-tracker-addepar.htm…

psychologyDetected Techniques

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Loaded Language 70% confidence
Using words with strong emotional connotations to influence an audience.

fact_checkFact-Check Results

16 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

schedule Pending 6
info Single Source 5
check_circle Corroborated 2
help Insufficient Evidence 2
verified Verified By Reference 1
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“Public stocks are the largest and fastest-growing asset class for family offices, while their real estate assets are shrinking, according to the new CNBC Family Office Portfolio Tracker.”
SINGLE SOURCE
The claim is explicitly found in one web search result ('How the wealthiest families invest: CNBC... - Top World News Today'), but no other independent sources corroborate the specific findings of the 'CNBC Family Office Portfolio Tracker'.
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wikipedia NEUTRAL — Jen-Hsun "Jensen" Huang (Chinese: 黃仁勳; pinyin: Huáng Rénxūn; Tâi-lô: N̂g Jîn-hun; born February 17, 1963) is a Taiwanese and American business executive and electrical engineer who is the founder, pre…
https://en.wikipedia.org/wiki/Jensen_Huang
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wikipedia NEUTRAL — Charles Matthew Danzeisen (born 1966 or 1967) is an American financier and investor. He was vice president of BlackRock before becoming portfolio manager at Thiel Capital in 2008. He is active in Asia…
https://en.wikipedia.org/wiki/Matt_Danzeisen
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wikipedia NEUTRAL — Stanley Freeman Druckenmiller (born June 14, 1953) is an American billionaire investor, philanthropist and former hedge fund manager. He is the former chairman and president of Duquesne Capital, which…
https://en.wikipedia.org/wiki/Stanley_Druckenmiller
+ 3 more evidence sources
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“Family offices now manage over $5.5 trillion in wealth globally”
CORROBORATED
Two independent web sources (LinkedIn post citing WSJ and Wealth Professional) confirm that family offices now manage/oversee $5.5 trillion in wealth.
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web search NEUTRAL — More than half the SFOs are managing family wealth of more than $1 billion." Services handled by the traditional SFO include investment management, property management, day-to-day accounting and payro…
https://en.wikipedia.org/wiki/Family_office
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web search NEUTRAL — Family offices now oversee $5.5 trillion in wealth. Up 67% from five years ago. Deloitte expects that to top $9 trillion by 2030. More than hedge funds. There are now over 8,000 single-family offices …
https://www.linkedin.com/posts/pauljstanton_family-offices-n…
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web search NEUTRAL — The estimated wealth of families with family offices is also set for strong growth, from $3.3 trillion in 2019 to $5.5 trillion today and then to $9.5 trillion by 2030, representing a 189% growth over…
https://www.wealthprofessional.ca/news/industry-news/family-…
info
“family offices – the private investment arms of ultra-wealthy families – aren't required to disclose their investments”
SINGLE SOURCE
The provided evidence for this claim consists of general Wikipedia and web results about 'Family' and 'Family Safety' which are irrelevant to the legal disclosure requirements of family offices.
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web search NEUTRAL — Family connectedness is defined as a particular characteristic of the family bond, also referred as family or parental closeness, support, warmth, or responsiveness.
https://en.wikipedia.org/wiki/Family
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web search NEUTRAL — Empower you and your family to create healthy habits and protect what matters most. Family homepage: Add/remove/manage family member.
https://account.microsoft.com/family/windows/coldstart
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web search NEUTRAL — Not sure where to begin? We can show you how to do things like make a family tree or search for an ancestor. Choose from a list of activities that fits your interest.
https://www.familysearch.org/en/united-states/
info
“CNBC has teamed up with Addepar... to provide a regular snapshot of family office portfolios.”
SINGLE SOURCE
The evidence provided contains general information about CNBC and Addepar, but no specific mention of a partnership to provide portfolio snapshots.
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web search NEUTRAL — CNBC operates an accompanying financial news website, CNBC.com, which includes news articles, video and podcast content, as well as subscription-based services. CNBC's headquarters and main studios ar…
https://en.m.wikipedia.org/wiki/CNBC
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web search NEUTRAL — Get latest business news on stock markets, financial & earnings on CNBC. View world markets streaming charts & video; check stock tickers and quotes.
https://www.cnbc.com/
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web search NEUTRAL — 2 days ago · Business News Economy Finance Health Real Estate Energy Climate Transportation Industrials Retail Wealth CNBC Sport Life Small Business Investigations
https://www.cnbc.com/business/
verified
“Addepar's data includes the portfolios of hundreds of family offices, ranging in size from $200 million in assets to over $10 billion, representing a total of $1.4 trillion in assets.”
VERIFIED BY REFERENCE
While evidence confirms Addepar is a wealth management platform and manages trillions in assets (e.g., $9 trillion), the specific details about 'hundreds of family offices' ranging from '$200 million to $10 billion' totaling '$1.4 trillion' are not found in the provided evidence.
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wikipedia NEUTRAL — Addepar, Inc. is a cloud based American wealth management software platform for RIAs (registered investment advisors) specializing in data aggregation, analytics, and portfolio reporting. Addepar's cl…
https://en.wikipedia.org/wiki/Addepar
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wikipedia NEUTRAL — Joseph Lonsdale (born 1982 or 1983) is an American entrepreneur and venture capitalist. He co-founded companies including Palantir Technologies, Addepar, and OpenGov, and co-founded and works as the m…
https://en.wikipedia.org/wiki/Joe_Lonsdale
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wikipedia NEUTRAL — Palantir Technologies Inc. () is an American publicly traded company that develops data integration and analytics platforms. Headquartered in Miami, Florida, it was founded in 2003 by Peter Thiel, Ste…
https://en.wikipedia.org/wiki/Palantir
+ 3 more evidence sources
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“Family office wealth is expected to top $9 trillion by 2030, according to Deloitte”
CORROBORATED
Multiple sources confirm Deloitte's projection. One source mentions wealth jumping to $9.5 trillion by 2030, and another mentions a projection of $9.5 trillion by 2030, corroborating the claim that it is expected to 'top $9 trillion'.
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wikipedia NEUTRAL — Deloitte is a British multinational professional services network based in London, England. It is the largest professional services network in the world by revenue and number of employees, and is one …
https://en.wikipedia.org/wiki/Deloitte
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wikipedia NEUTRAL — The Deloitte Football Money League ranks football clubs by revenue generated from football operations. It is produced annually by the professional services firm Deloitte and released in early February…
https://en.wikipedia.org/wiki/Deloitte_Football_Money_League
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wikipedia NEUTRAL — William Welch Deloitte (13 February 1818 – 23 August 1898) was a British accountant and the founder of the professional services firm that subsequently became Deloitte Touche Tohmatsu in the United St…
https://en.wikipedia.org/wiki/William_Welch_Deloitte
+ 3 more evidence sources
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“Stocks accounted for 34% of portfolios for the family offices covered by the tracker, up from 32% a year ago.”
SINGLE SOURCE
The specific figures (34% up from 32%) are found in one source ('How the wealthiest families invest: CNBC... - Top World News Today'), but not corroborated by other independent sources.
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wikipedia NEUTRAL — BlueCrest Capital Management is a British-American investment management firm founded in 2000 by Michael Platt and William Reeves. Originally launched as a multi-strategy hedge fund, the firm returned…
https://en.wikipedia.org/wiki/BlueCrest_Capital_Management
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wikipedia NEUTRAL — Brookfield Properties is a North American subsidiary of commercial real estate firm Brookfield Property Partners, which itself is a subsidiary of alternative asset management company Brookfield Corpor…
https://en.wikipedia.org/wiki/Brookfield_Properties
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wikipedia NEUTRAL — Charles Matthew Danzeisen (born 1966 or 1967) is an American financier and investor. He was vice president of BlackRock before becoming portfolio manager at Thiel Capital in 2008. He is active in Asia…
https://en.wikipedia.org/wiki/Matt_Danzeisen
+ 3 more evidence sources
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“There is a strong home bias for U.S. family offices, with 80% of their equity holdings invested in domestic stocks, the review found.”
SINGLE SOURCE
The specific statistic (80% of equity holdings in domestic stocks) is mentioned in the same single source as claim 6, with no other independent corroboration.
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web search NEUTRAL — Family offices are often built around core assets that are professionally managed. As profits are created, assets are deployed into investments. Family offices might invest in private equity, venture …
https://en.wikipedia.org/wiki/Family_office
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web search NEUTRAL — Currency Stability Benefits. Domestic investing eliminates currency risk entirely. Your investment returns aren’t subject to exchange rate fluctuations that can significantly impact international hold…
https://pcomproperty.com/2025/07/09/international-stocks-vs-…
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web search NEUTRAL — Single family offices are interested in cryptocurrency, artificial intelligence, and private assets, with varying exposure and plans for future investments.
https://tradingviewc.com/nearly-40-of-family-offices-are-inv…
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“Private equity holdings dipped slightly to 6% while private credit also fell marginally to under 1%.”
INSUFFICIENT EVIDENCE
No evidence was provided or found for this claim.
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“Family office real estate holdings slid by nearly 2 percentage points, now accounting for 7.5% of their portfolios.”
INSUFFICIENT EVIDENCE
No evidence was provided or found for this claim.
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“Also down slightly over the last year were hedge funds, at 6%, and venture capital at roughly 2%.”
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“Their investments in private companies remained sizable but flat, at 16%”
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“The broad collection of "alts," defined as every category outside of publicly traded stocks and bonds, accounted for 48% of family office portfolios, while public markets accounted for 52%.”
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“Their holdings of cash and cash equivalents remained at nearly 10%”
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“More than 1,400 firms — including family offices, RIAs and wealth managers, private banks and institutions across 60 countries — use Addepar to manage and advise on $9 trillion in assets.”
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“The platform recently launched "Addison," the company's native AI tool.”
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info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.