Cross-Border Wealth & Next Gen Investing: Report
- Family offices are not only expanding their global footprint but also sharpening their focus on strategic goals, talent acquisition, and robust structures to prepare for future generational transitions.
- Fifty-seven percent of single-family offices reported at least one family member living outside the primary jurisdiction.
- Next-generation engagement is increasingly driven by purpose.
Uncover the critical shifts in cross-border wealth and next-gen investing strategies, as family offices adapt to a rapidly changing global landscape. News Directory 3 reports on the 2025 Family Office Operational Excellence Report revealing a surge in cross-border wealth, with a majority of families now residing outside their primary jurisdiction. Discover how these offices are prioritizing talent acquisition amidst hiring challenges and why cybersecurity is a top concern despite modest technology spending. We also delve into the rising adoption of artificial intelligence, especially in Asia. Explore the evolving dynamics of family office structures, talent, and technology, all essential for long-term success. Discover what’s next for these dynamic financial entities.
Family Offices Eye Talent, AI Amid Global Growth
Updated June 14, 2025
Family offices are not only expanding their global footprint but also sharpening their focus on strategic goals, talent acquisition, and robust structures to prepare for future generational transitions. This is according to the 2025 Family Office Operational excellence Report by AlTi Global, Inc., in partnership with Campden Wealth.
The report highlights a surge in cross-border wealth. Fifty-seven percent of single-family offices reported at least one family member living outside the primary jurisdiction. This trend is particularly pronounced in Europe, at 76%, and the Asia-Pacific region, at 67%.
Next-generation engagement is increasingly driven by purpose. Younger family members are focused on understanding the broader purpose of family wealth, extending beyond mere capital growth. However, only a third of families have clearly defined plans for utilizing their wealth.
Talent is a critical success factor. Eighty-nine percent of family offices consider experienced investment professionals essential, and 79% outsource some investment management. Access to top alternative asset managers hinges on team size and networks. Talent also represents the largest cost center, with C-suite salaries accounting for 39% to 72% of expenses. Hiring remains a challenge, with 79% of offices struggling to find qualified staff, and over half are concerned about retaining key employees.
Despite escalating cyber threats, technology spending by family offices remains relatively low. Most allocate between $100,000 and $500,000 annually to tech infrastructure, and 42% still rely on spreadsheets. Cybersecurity is a top operational risk for 70% of family offices, up from 59% the previous year. Sixty percent have experienced at least one cyberattack.
artificial intelligence is gaining traction, especially among family offices in Asia, where nearly 50% report using AI across various functions.
Erik Christoffersen, head of family office practice at AlTi Tiedemann Global, said many family offices recognize the benefits of outsourcing as they seek to deliver value for their families. This includes increasing global capabilities,next-generation engagement,and keeping pace with rapidly evolving technology.
The survey, conducted between November 2024 and March 2025, included responses from 146 family offices across North America (82), Europe (42), and Asia Pacific (22). Respondents were categorized by assets under management: small (under $250 million),medium ($250 million to $1 billion),and large (over $1 billion).
What’s next
family offices will likely continue to prioritize talent acquisition,cybersecurity enhancements,and the integration of artificial intelligence to navigate the complexities of global wealth management and ensure long-term success.