Technology
Software, data infrastructure, AI and the tools family offices use — or should use — to run their operations.
3 articles
Editor's pick
Vanguard buys Altruist, and the adviser's custody platform becomes a fund manager's
Vanguard agreed on 26 August to acquire the RIA custody and technology platform it first backed in 2020. Reported prices run from $4bn to $4.6bn against a $1.9bn valuation at Altruist's last funding round.
Technology
Family offices are investing in AI. Most of them are not actually using it.
Two thirds of family offices say AI is a priority investment theme. Fewer than a quarter use it internally. The gap between allocation and adoption is wide.
3 February 2026
Operations
The unglamorous backbone: operations, data and cyber risk
Operations, data and cyber risk are the unglamorous backbone of a family office, and the area wealthy families most often neglect until something breaks.
9 December 2025
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