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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.

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

Family offices aren’t standing still, and Q2 2025 made that clear. While headlines may focus...

Family offices in Q1 2025: The quiet revolution you might have missed
Family offices in Q1 2025: The quiet revolution you might have missed
News

Family offices may seem quiet from the outside, but Q1 2025 revealed a sector in transformation....