Family Offices in Q2 2025: A Crossroads of Policy, Tech, and Global Strategy

Family offices aren’t standing still, and Q2 2025 made that clear. While headlines may focus elsewhere, beneath the surface, these firms are navigating major shifts in regulation, digital infrastructure, generational leadership, and global strategy. From AI tools moving into core workflows to wealth migration accelerating ahead of policy changes, the second quarter revealed a sector quietly but decisively repositioning itself. In this piece, we explore what’s changing, what it signals, and what forward-thinking offices are doing about it.