Insider

Family offices in 2025 will confront a range of challenges and opportunities driven by factors like the great wealth transfer, NextGen engagement and rapid technological advancements in AI. We asked family office leaders and experts to weigh in.

Every family office is different, and a look at what family offices hope to accomplish in the coming year is a good illustration of this point. We asked a dozen family office leaders about their goals for 2025 — and heard about topics ranging from impact investing to succession planning to AI.

The University of Chicago Booth School of Business is starting a Family Office Initiative that will promote research, education and networking related to family offices. The initiative highlights the University of Chicago’s connection to family office history: The university was founded by John D. Rockefeller, who was also a pioneer in the single family office arena.

Looking to learn more about family office management while on the go? A number of podcasts focus on advice for family office leaders, with topics ranging from investments to family engagement. Here are a few recent podcast episodes to check out.

What does 2024 have in store for family offices? With the new year, many analysts, service providers and other experts are taking the opportunity to offer their insights.