Family offices are interested in artificial intelligence for two main reasons: as an investment (or something that may affect their current investments), and as a tool for their own operations.
The recently released “Global Family Office Report 2025” from UBS included a question about how family office survey respondents thought they would use AI internally. A majority of global respondents expect to use AI in the next five years for several functions:
- Financial reporting and data visualization: 69%
- Text analysis: 64%
- Portfolio analysis: 62%
- Content creation: 54%
A significant percentage also expect to use it for managing risk (41%) and predictive analytics (39%).
Only 6% of respondents said they are not likely to use AI in the next five years.
