Sample survey — AI adoption in family offices

How many people work in your family office?

25 responses

• 1–59 (36%)
• 6–158 (32%)
• 16–406 (24%)
• More than 402 (8.0%)

Where are you with AI tools today?

25 responses

• In regular use6 (24%)
• Piloting or evaluating9 (36%)
• Considering, nothing started7 (28%)
• No plans3 (12%)

Where are you using or trialling them?

21 responses · 4 skipped · more than one answer allowed, so the shares add up past 100%

• Investment research14 (67%)
• Portfolio and performance reporting11 (52%)
• Back-office and administration9 (43%)
• Risk and compliance6 (29%)
• Drafting and correspondence8 (38%)

How satisfied are you with what you use today?

15 responses · 10 skipped · average 3.07

1: 1 (7%) · 2: 3 (20%) · 3: 6 (40%) · 4: 4 (27%) · 5: 1 (7%)

How likely are you to recommend your current approach to another family office?

23 responses · 2 skipped · average 5.57 · NPS -52

0: 1 (4%) · 1: 0 (0%) · 2: 1 (4%) · 3: 2 (9%) · 4: 3 (13%) · 5: 4 (17%) · 6: 3 (13%) · 7: 4 (17%) · 8: 3 (13%) · 9: 2 (9%) · 10: 0 (0%)

What is holding you back?

25 responses · more than one answer allowed, so the shares add up past 100%

• Cost7 (28%)
• Lack of in-house expertise15 (60%)
• Data quality and consistency11 (44%)
• Regulatory and compliance concerns8 (32%)
• Integration with existing systems9 (36%)
• Confidentiality of family data13 (52%)

Do you expect to spend more on these tools over the next twelve months?

25 responses

• Yes, significantly more4 (16%)
• Yes, somewhat more11 (44%)
• About the same8 (32%)
• Less2 (8.0%)

What would make the biggest difference to you?

18 responses · 7 skipped

18 written answers. Written answers are not published.