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Family offices are evolving, confident in their investment abilities but still held back by internal habits. The episode breaks down three things: their optimism about returns, the governance gaps that leave them exposed, and the tech paradox where they fear cyber risk but adopt digital tools slowly.
To stay competitive, they’ll need to get more disciplined, structured, and tech-enabled.
By Sabrina WuFamily offices are evolving, confident in their investment abilities but still held back by internal habits. The episode breaks down three things: their optimism about returns, the governance gaps that leave them exposed, and the tech paradox where they fear cyber risk but adopt digital tools slowly.
To stay competitive, they’ll need to get more disciplined, structured, and tech-enabled.