Family Office Trends: New Faces and Higher Expectations

Overview

From working with forward-thinking family office leaders for more than two decades, we can see with a bird’s eye view of the family office space and have a keen awareness of the forces and demands that are shaping it. In today’s environment, we see even more change than usual, including meaningful structural transformations. For family offices, the ability to adapt thoughtfully to change is essential. Families that invest intentionally in strengthening governance, focusing on private markets, embracing technology, and fostering engagement across generations today will be better prepared to navigate an increasingly complex world tomorrow.

Advisor Thinking