For years, the conversation was about moving away from paper and spreadsheets. That phase is over.
Family offices are now focused on building systems that talk to each other, creating a single source of truth. The report notes that emerging hubs like the UAE and Singapore are leading the way with cloud-native setups and compliance built in from day one.
It’s a sign that digital maturity isn’t just about adopting tools: it’s about making them work together.
Despite progress, integration remains the biggest challenge.
Offices want platforms that connect seamlessly with custodians, fund administrators, and accounting systems. The days of juggling Excel sheets are numbered, but the transition isn’t easy. Procurement decisions now hinge on interoperability and onboarding speed rather than flashy features.
In short: family offices want technology that fits, not technology that fights.
Artificial intelligence has moved past the hype stage. The report shows AI being used for practical tasks like natural-language onboarding and voice-driven workflows.
But it’s not just about automation: governance is key. Explainability, privacy, and auditability are now non-negotiable. Trust has become the ultimate KPI, and data confidence matters more than speed or feature lists.
The report highlights five priorities shaping technology decisions:
These aren’t just technical requirements, they’re strategic imperatives for family offices navigating global complexity.
Interestingly, vendors are changing their game too. Instead of piling on new features, they’re investing in better onboarding, governance, and modularity. Buyers, meanwhile, are looking for reliability and interoperability above all else.
Trust and data confidence now dominate procurement conversations: a trend that will only grow stronger.
The next chapter isn’t about more tools; it’s about smarter systems.
Interoperability will define success, and AI maturity will separate leaders from laggards.
The report predicts segmentation before consolidation, meaning the market will get more specialized before it gets simpler.
