Artificial Intelligence

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 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 found that a majority of global respondents expect to use AI in the next five years for several functions, from financial reporting to content creation.

Lacy Diversified Industries family office chief of staff Amelia Patel is all in on AI. She discusses how she is using artificial intelligence for tasks including advancing family education, and explains why AI is an incredibly useful tech tool that still requires a human touch.

Family offices have added artificial intelligence to their investment portfolios at a healthy clip — but they are moving much more slowly when it comes to adopting the technology for their own operations, according to a new Citi Private Bank survey.

AI offers family offices new paths to increased productivity but also unfortunately provides a new avenue for cybercriminals looking to exploit wealthy families.