INSIGHTS
The Cost of Operating Modern Wealth on Yesterday’s Infrastructure
Family offices often use systems not built to manage the billions they now oversee. For decades, the focus has been on results such as asset growth and investment returns, while the infrastructures supporting those outcomes have not developed at the same pace. The arrival of artificial intelligence (AI) highlights this critical gap in organizational infrastructure. An analysis of family offices managing more than $90 billion in assets reveals ambitious technology goals that are often undermined by outdated operations.
STRATEGY
