ALIGN 2025 Conference: The Family Office of the Future

At our June ALIGN 2025 conference for family offices and the families they serve, family office executives discussed nuts-and-bolts topics such as the growth of outsourcing, as well as technological advances that could both lead to investment opportunities and transform family offices’ internal operations. They also took bigger-picture looks at strategies to help family members stay connected through change.

Protecting Assets By Moving Them Offshore

Moving assets offshore is not simply saying, ‘I want to invest in Japanese yen’ or ‘I want to buy an EFT that’s offered out of London’ that the family office does in its own name.

Family Offices Look to Expand Investment Offerings

What are family offices’ priorities this year? According to BNY Wealth’s recently released “2025 Investment Insights for Single Family Offices,” about one-third say expanding their investment offerings is top of mind. The next most commonly cited top priorities were involving the next generation, technology platforms and acquiring and retaining talent.

FAMILY OFFICE + FAMILY BUSINESS

Sign up for FO PRO: The Family Office Professional. FO PRO connects family office leadership with the family.

Protecting Assets By Moving Them Offshore

Moving assets offshore is not simply saying, ‘I want to invest in Japanese yen’ or ‘I want to buy an EFT that’s offered out of London’ that the family office does in its own name.

Family Offices Look to Expand Investment Offerings

What are family offices’ priorities this year? According to BNY Wealth’s recently released “2025 Investment Insights for Single Family Offices,” about one-third say expanding their investment offerings is top of mind. The next most commonly cited top priorities were involving the next generation, technology platforms and acquiring and retaining talent.

ALIGN 2025 Conference: The Family Office of the Future

At our June ALIGN 2025 conference for family offices and the families they serve, family office executives discussed nuts-and-bolts topics such as the growth of outsourcing, as well as technological advances that could both lead to investment opportunities and transform family offices’ internal operations. They also took bigger-picture looks at strategies to help family members stay connected through change.
The only conference focused exclusively on aligning the family office with the family it serves.

FAMILY OFFICE + FAMILY BUSINESS

Sign up for FO Pro: The Family Office Professional — the new information source for family office leaders and the families they serve.

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