This report offers a curated overview of the Family Wealth Report Family Office Forum, held on April 24, 2025, in New York. The event brought together leaders from family offices, technology providers, and industry advisors for a day of in-depth discussions centered on the transformative role of artificial intelligence (AI) in the family office landscape. The forum was made possible through the support of valued sponsors. Truewind served as the headline sponsor, Citco as the venue sponsor, and technology sponsors included Bill, Bridge, ETON Solutions, First Rate, KnowLedger, and Omega Systems. Content sponsors were Deviate Consulting, Sumit, Sage, and Leafplanner.
With AI as the dominant theme, the forum explored how family offices can transition from traditional operating models to data-driven, technology-forward enterprises. The keynote, “The AI-First Family Office: A Blueprint for 2030,” presented a compelling vision of the future, where AI underpins strategic decision-making, operational efficiency, and intergenerational planning. Panel discussions followed, delving into topics such as real-world AI implementation, evolving family office models for the next generation, and the use of AI in managing risk – distinguishing between what is currently possible, emerging, or unlikely.
In addition to thought leadership panels, the agenda featured seven live technology demonstrations. These demos provided practical insight into cutting-edge solutions designed to streamline processes, enhance data utilization, and future-proof family office operations.
This report does not serve as a full transcript of the day’s events but rather captures key insights from selected discussions, profiles of sponsoring organizations, and photo highlights from the forum. The content reflects the forum’s commitment to thought leadership and innovation, providing family offices with actionable intelligence on integrating AI into their strategies and structures.
By spotlighting forward-looking ideas and real-world applications, this recap aims to inform and inspire continued dialogue around the evolving role of technology in wealth management and governance. The 2025 forum confirmed that AI is not just a future consideration. It is an active force shaping the family office of today.
