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Beyond Borders: Strategic Travel Solutions for Family Offices in an Era of Global Uncertainty

A Letter from the Founder of Marquis

As 2025 draws to a close, family office principals face an environment dramatically shaped by global instability and shifting priorities. What was once a distant concern has become an active driver of decision-making, affecting everything from succession planning to the everyday rhythms of family life.

Recent studies confirm these realities. Geopolitical upheaval is now the second-largest challenge named by family offices globally, with trade wars leading investment risks for 2026. Meanwhile, the generational wealth transfer an estimated $84 trillion by 2045 accelerates the need to engage next-generation family members in purposeful stewardship, not just administration.

One surprise: the solution isn’t just more portfolio fine-tuning or new advisory hires. It’s catalyzed by how and why families travel.

The Strategic Value of Travel in 2025

The ultra-high-net-worth travel market surged to $89.7 billion this year, and is set to double by 2033. These numbers represent more than luxury, they’re evidence of a growing strategic shift in how affluent families address global uncertainty through intentional mobility.

Affluent travelers now organize an average of eight leisure trips annually, three abroad. These journeys serve essential new functions: scouting alternate residencies, reinforcing family bonds across generations, and investing in wellness as a form of portfolio insurance.

Three Strategic Pillars of Family Office Travel

Global Citizenship & Asset Protection

Modern families pursue optionality, using travel to unlock new jurisdictions and opportunities. Singapore’s premium property market and programs like Portugal’s Golden Visa are now integral to family office succession strategies. “Research trips” blend premium accommodation with intelligence gathering, meetings with local advisors, school tours, and cultural immersion all supporting future planning.

Next-Generation Engagement Through Experience

Luxury travel spending on personal and experiential journeys among UHNWIs has skyrocketed, driven by a desire for meaning, connection, and shared values. Visits to impact investment sites in Africa, cultural events in Europe, and heritage explorations are developing the next generation’s sense of purpose and stewardship.

Wellness & Longevity as Portfolio Insurance

With the wellness industry on track to reach $8.5 trillion by 2027, affluent families prioritize experiences that deliver long-term health and vitality. Private retreats offering advanced diagnostics and personalized protocols are now standard, recognizing that true wealth preservation begins with the well-being of each family member.

Privacy Remains Paramount

Family offices know the cost of exposure: 43% have faced cyberattacks in recent years. Privacy, time, and secure experiences are non-negotiable. Private aviation, exclusive accommodations, and encrypted logistics are not mere conveniences they are essential risk management tools.

The Marquis Difference

For Marquis, travel is never just about the destination. Every itinerary is tailored to serve both strategic and family-centric objectives: confidential meetings, bonding moments, cultural immersion, and optimized wellness—all with seamless discretion.

Our team specializes in bridging business needs with personal aspirations, ensuring every trip furthers resilience, connection, and opportunity.

Holiday Enhancement: $1,500 Membership Credit

This season, Marquis offers an exclusive $1,500 membership credit for new families joining by December 31st, 2025—a refined incentive designed to support your 2026 travel strategy. This isn’t a discount or a generic gift, but a gateway to strategic mobility and peace of mind for the year ahead.

Whether empowering your spouse, an adult child embarking on global discovery, or parents who value meticulous care, the credit equips you to maximize Marquis’ bespoke planning and access.

Why Now?

November and December are optimal for advanced travel planning—securing preferred properties, private air schedules, and organizing multi-generational itineraries before the new year’s demand peaks.

For families of vision, a dedicated travel partner attuned to exacting standards is not a luxury— it’s foundational infrastructure.

Looking Toward 2026

Strategic travel isn’t merely an escape from uncertainty—it’s a way to transform challenges into vantage points. Each journey should fortify family bonds, open new opportunities, enhance privacy, and advance personal wellness.

In the years ahead, families that thrive will do so by diversifying not just their portfolios, but their experiences, global footprint, and options.

Let Marquis make 2026 your most strategic year of travel yet.

Claim Your $1,500 Membership Credit

New members who join by December 31st, 2025 receive an exclusive $1,500 travel credit toward their first Marquis experience.

To discuss your family’s 2026 travel objectives and activate your membership credit:

Email: inquiry@flymarquis.com

Direct Line: +1 800-210-7772

Schedule a Consultation: http://calendly.com/mjs-rad

Or reply directly to this email our family office concierge team will contact you within 24 hours.

Wishing you a meaningful holiday season and a visionary start to the new year.

Ric Davis

P.S. This exclusive offer is available only to SFOG members and their immediate families. The $1,500 credit may be gifted to a family member and never expires once activated. Perfect for adult children planning post-graduate travel, parents deserving white-glove care, or spouses coordinating complex family logistics.