Substantive writing on the technology challenges facing family offices — cybersecurity governance, vendor independence, AI adoption, and the governance gap that defines this market.
North American family offices experienced a 57% cyberattack rate in the past 24 months — but the headline number hides the real story. A closer look at what the data says, what it doesn't, and what family offices should actually do about it.
Read the Article Technology GovernanceMost family offices have an MSP. Few have a CTO. The confusion between these two roles is the source of more family office technology problems than any other single factor. Here's the distinction that matters — and how to tell which you actually need.
Read the Article Vendor ManagementMost technology advisors hold partnerships, reseller agreements, or referral arrangements with the vendors they recommend. For family offices, that structural conflict of interest is disqualifying. An argument for why independence is the bar — not a preference.
Read the Article AI & AutomationAI adoption in family offices is accelerating without a governance layer underneath it. The risks — data exposure, hallucination in decision inputs, vendor lock-in at the model layer — are manageable with the right framework. Here is ours.
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