Research & Insights
Short Reads
AI Agents: The Hype vs. The Risk
AI agents can now act across systems with a simple prompt—but control hasn’t caught up. They’re probabilistic, not predictable. Most things work—until one doesn’t. The real question: where do you trust them to act for you? → Watch the clips and decide.
Betting Big on a Small, Complicated Market
Family office technology may be niche, fragmented, and slow-moving—but that’s exactly why some investors see opportunity. This session unpacked who’s backing the space, what they’re betting on, and where scale can realistically be found.
How Three Offices Are Actually Using AI
Three single family offices shared where AI is actually delivering value—and where it isn’t. Instead of hype, the focus was on ROI, security, and automating real workflows, often blending general-purpose AI with targeted point solutions rather than betting on one all-in platform.
Research
6 Patterns Shaping GL Decisions
Most family offices don’t change their GL because the system is failing, but because growth, reporting, and complexity start to break existing ways of working. Moving to a new system improves efficiency and reporting, but doesn’t remove the need for Excel, oversight, or ongoing work. The biggest determinant of success isn’t the software — it’s how well the system is designed and implemented upfront.
AI In Family Offices
Based on anonymised input from 80 family offices, this report captures a cautious but rising push into AI — starting with low-risk use cases like document handling and workflow automation. Security and governance set the pace, favouring private, enterprise-grade tools and human oversight. The real challenge is scaling AI safely as ambitions grow. (May 2025)
Integrated Accounting Systems
A practical guide to when — and when not — family offices should adopt integrated accounting platforms combining portfolio, partnership, and general ledger functions. We cut through the hype to assess benefits, risks, costs, and real-world implementation lessons, helping leaders decide whether an integrated approach truly fits their operating model.
Eton Atlas V: Key User Insights
The FOTechHub meeting shared user experiences from recent and long-term Eton implementations. The discussion reinforced that Eton Atlas V is best suited to large, complex family offices, offering strong integration, AI capabilities, and reporting, but requiring clear goals, significant resources, and active engagement to deliver value. (December 2024)
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