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How to vet family office software vendors in the age of AI

We’ve created a no-nonsense guide on what to look for (and what to run from) to help you vet high-promise vendors in the AI era.

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From Spreadsheets to Strategy: How Consolidation Frees Family Offices to Focus on What Matters

Family offices are drowning in manual reconciliations. Discover how true consolidation reduces stress, ensures accuracy, and builds generational trust.

Oct 21, 2025

Family offices

Trends and Future Outlook for Family Offices in 2025 and Beyond

Explore the key trends shaping family offices in 2025, including tech adoption, investment shifts, and succession planning. See what the future holds for global wealth management.

Oct 17, 2025

Family offices,

Consolidation vs. Aggregation: Why Family Offices Need More Than Just Data Collection

Discover why aggregation isn’t enough for family offices – and how consolidation delivers accuracy, trust, and clarity for multi-generational wealth.

Oct 13, 2025

Family offices

Mobile-First vs. Mobile-Friendly: Why Family Offices Must Bridge the Gap for Next-Gen Wealth

Family offices can’t afford “mobile-friendly.” Learn why mobile-first apps like Aleta are essential to engage Millennials and Gen Z in wealth management.

Oct 07, 2025

Family offices,

NextGen

Regulation and Compliance in Family Offices

Explore how family offices can navigate complex regulations across jurisdictions with clear governance, coordinated reporting, and resilient compliance frameworks.

Oct 02, 2025

Family offices

What Is the Best Wealth Management App for Family Offices?

Discover the best wealth management app for family offices. Learn what features matter most – from mobile-first access to full asset consolidation.

Oct 01, 2025

Family offices,

NextGen

Understanding Family Office Services in a New Era of Wealth Management

Explore what modern family office services offer – from investment and tax strategy to legacy planning, governance, and next-gen leadership.

Aug 28, 2025

Family offices

AI is the key to winning the wealth clients of the future

The next generation of wealth owners is placing new demands on their wealth managers, and they expect AI to be part of the client experience.

Aug 26, 2025

AI,

NextGen

Governance and Succession Planning in Family Offices: How to Future-Proof Leadership and Legacy Across Generations

Learn how family offices can structure governance and succession planning to ensure continuity, reduce risk, and prepare next-gen leadership across generations.

Aug 19, 2025

Family offices

Family offices love investing in AI – but are they using it?

Family offices are laser-focused on AI as an investment theme but hesitant to use it in their own operations. We unpack this disconnect and what it means for family offices and vendors.

Jul 23, 2025

AI,

Family offices