While only 8% of respondents report that AI is “extensively integrated” into their investment decision-making, most report some level of engagement. Forty percent have integrated AI experimentally and are evaluating its effectiveness, while 29% have partially integrated it, focusing on specific asset classes or decision areas.
Family offices that use no technology in investment decision-making are uncommon, but they do exist.
Globally, just 2% of respondents report using no technology in this process, compared with 9% of U.S. respondents. For these offices, the question is not whether to adopt, but how long they can afford to remain on the sidelines as peers pull ahead.
