Family Office Software and Technology Report

Planning for 2025

The global wealth transfer is driving family office digitalization and professionalization. 89% of family offices feel underinvested in technology.

AI is revolutionizing family offices. Advanced analytics, personalized insights, and risk modeling are transforming decision-making.

Security first! Encryption, MFA, and advanced cybersecurity tools are essential for protecting sensitive family data.

ESG is at the core of future investments. Family offices are aligning wealth with sustainability and impact-driven goals.

Next-Gen demands digitisation. Young leaders seek seamless tech for investments, education, and governance.

Alternative investments and private markets lead growth. Specialised software is now tracking private equity, venture capital, and more.

Integrated tech stacks empower success. Seamless automation and data intelligence streamline family office operations.