Technology

As family offices look to harness technology for greater efficiency and impact in 2026, artificial intelligence looms large, across both operations and investing. With AI no longer just a theoretical discussion or future investment theme, family offices are (cautiously) asking not whether AI will affect them, but rather where it should — and should not — play a role.

As family offices explore how artificial intelligence can enhance productivity, they are also weighing the risks that come with AI use, from data security and governance to staffing.

As families expand, so does family office complexity, driven by more members, goals and technologies. Family office leaders and advisors say this evolution requires clear purpose, disciplined processes and new talent. Generational transitions, they note, can catalyze renewal, re-engagement and modernization across family office structures.

Research indicates that family enterprises are forging ahead with the use of artificial intelligence tools — though family office operations teams are more cautious in their adoption.

Family offices are grappling with rising complexity as data from sources, like alternative investments and legacy records, create challenges in reporting, compliance and technology integration. To manage, it will take a mix of frequent audits, updated systems and specialized talent.