AI for Family Offices: How to harness it for return and efficiency
4th November, 2025
An exclusive members brunch in London, continuing our theme of AI in Investment Management with a focus on how family offices are harnessing AI.
On November 4th, we hosted an exclusive members-only brunch in London, continuing our theme of AI in Investment Management with a focus on how family offices are harnessing AI. Guests enjoyed a relaxed brunch setting designed to foster meaningful peer-to-peer connections and candid conversations around the practical applications of AI in the financial world. The event featured a panel discussion exploring how AI is shaping the future of investment management.
Family offices and technology specialists are increasingly exploring AI tools to improve operational efficiency, deal sourcing, and data analysis. The panel emphasised the importance of enterprise-grade AI accounts to ensure security and cautioned against inputting confidential data into public platforms.
Data security and infrastructure were also discussed, with some family offices moving away from cloud storage to local servers to protect sensitive information. Clean, well-structured data was highlighted as essential for effective AI adoption.
AI’s impact on the workforce was noted, particularly its use in research and document review, which is reducing junior analyst roles. Panelists stressed the importance of retaining core human skills even as AI advances.
Quantum computing was explored as both an opportunity and a threat. It has the potential to solve major global challenges, including climate change, but also poses serious risks to encryption and financial security. The implications for wealth preservation and cybersecurity are therefore significant, and family offices must consider these factors in long-term planning.
Finally, the panel discussed the investment outlook and the current AI “bubble.” Caution was urged regarding the AI investment boom, as many startups may experience rapid growth followed by failure. Panelists suggested that safer long-term investments may lie in AI infrastructure rather than the numerous emerging application-layer companies. The conviction and vision of the tech founder were noted as key factors for investors. A shift in wealth from traditional manufacturing or real estate families to tech-based families was also highlighted, with these newer families generally being more open to AI adoption and investment.
A huge thank you to our panelists for bringing your insight and expertise to the discussion.
This event was kindly sponsored by RFA and Landytech.
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