In a world of geopolitical uncertainty and economic shifts, family offices are rethinking how to build portfolios that endure and perform. Insights from BlackRock’s 2025 Global Family Office Report reveal key themes that asset managers, energy finance policymakers, and utility companies will find especially relevant.

Why Infrastructure Matters More Than Ever

Family offices are increasingly committing capital to infrastructure as an alternative asset class. Nearly 30% plan to increase allocations to infrastructure in 2025–2026. Why? Because infrastructure assets offer remarkable:

• Resilience against market volatility, thanks to their essential service nature

• Stable cash flows, often linked to long-term contracts or regulated returns

• Portfolio diversification, reducing correlation with traditional equities and bonds

This growing confidence is coupled with optimism about infrastructure’s role in powering cutting-edge technologies, including the energy grids and data centers critical to artificial intelligence and digital transformation.

Asset Resiliency and Stable Cash Flows: Essential in Today’s Climate

With 84% of family offices citing geopolitical uncertainty as a top concern, the need for asset resiliency has never been greater. The shift to alternatives, currently 42% of portfolios, is a deliberate flight to assets that provide steady income and mitigate risks associated with public markets.

This strategy is especially attractive in infrastructure investments, where cash flows tend to be more predictable and less sensitive to economic cycles, aligning well with a resilient investment philosophy.

The AI Narrative: Collaboration, Expertise Gaps, and Cautious Adoption

Here’s where things get intriguing. Family offices recognize the transformative power of artificial intelligence but face challenges in embracing it operationally. The BlackRock survey highlights:

• A widespread desire for collaboration with third-party experts due to gaps in internal capabilities around deal sourcing, analytics, and reporting.

• More than half of family offices have acknowledged missing in-house private market expertise.

• About 22% already use or are open to using outsourced Chief Investment Officers (OCIOs).

• Most family offices are enthusiastic about investing in AI (either in tech companies or AI-enabled sectors), yet only about 33% are currently deploying AI internally to streamline investing and risk processes.

• Barriers to adopting AI internally include concerns about data privacy, lack of expertise, and immature technology.

This creates a strategic opportunity for asset managers and technology partners who can offer trusted, tailored AI solutions that bridge the gap between AI investment and AI application.

What This Means for You

If you’re managing assets, crafting energy policies, or developing utility frameworks, these findings underscore the importance of:

• Positioning portfolios toward infrastructure investments for durability and income stability.

• Prioritizing diversification and risk management through alternative assets.

• Recognizing that leveraging AI fully often requires external expertise and technology partnerships.

• Being proactive in building collaborations to manage operational complexities in private markets.

Ready to unlock the potential in infrastructure investing and AI innovation? Visit Penomo.com to explore how.

About Penomo

Penomo is a digital asset infrastructure platform specializing in tokenized energy and AI infrastructure financing. By transforming physical infrastructure into compliant digital securities, we connect private capital markets with institutional-grade renewable energy and AI investments. Through tokenization, Penomo is streamlining capital access, enhancing liquidity, and enabling efficient financing for the global energy transition and AI expansion.

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