The State of Family Office Estate Security

This report analyzes survey data from over 100 estate managers and Family Office professionals, revealing that security gaps stem less from budget constraints and more from weak governance, fragmentation, and lack of training. Despite increasing risks—especially AI-enabled threats—most families operate reactively, with limited documentation, insufficient staff training, and fragmented systems. The findings highlight that centralization, regular training, and proactive risk assessment significantly improve resilience. Ultimately, the report reframes estate security as a core operational discipline rather than a discretionary expense.