Artificial Intelligence

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.

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.