Family Wealth Report

At this week’s Family Office Investment Summit in New York City, three clear themes stood out for family offices: private markets, artificial intelligence and off-the-radar opportunities. Private markets – Family offices can move faster, tap their networks and commit to the long term in ways larger, more bureaucratic investors cannot. But access, sourcing and rigorous due-diligence remain critical. Artificial intelligence – Beyond chat-bots and content automation, family office practitioners are embracing AI tools for legal work, accounting and true hyper-personalisation. Yet the key is mindset shift, not just technology adoption. Offbeat opportunities – From cultural assets (music royalties, literary rights), to rare-disease biotech and private placement life insurance, the summit explored how mission-driven investing and niche strategies are gaining traction. For family-office leaders, wealth-owners and trusted advisers: the takeaway is clear: efficient direct investing + strategic use of AI + creative niche allocations = positioning for the next phase of wealth stewardship. #FamilyOffice #PrivateMarkets #ArtificialIntelligence #AlternativeAssets #WealthManagement https://lnkd.in/en3j9bPw Tom Burroughes Charles Paikert Amanda Cheesley Stephen Harris Iliana Efthymiadi Theodora Viney Rachel Fokes Philip Harris

PD Bixler Kristin Christine and Lauren Phillips from PwC will be discussing AI in the Family Office at the 11th Family Wealth Report Family Office Investment Summit on Nov 17 in New York. Register here to attend the summit: https://lnkd.in/eHmsastE #familyoffices #ai #wealthmanagement #investments #assets Tom Burroughes Philip Harris Jackie Bosman Iliana Efthymiadi Theodora Viney Rachel Fokes Tom Burroughes Amanda Cheesley Paul Freeland

Bibhash Mukhopadhyay, PhD, Casey McPherson and Rob Freishtat, MD, MPH will be speaking at the 11th Family Wealth Report Family Office Investment Summit on Nov 17 about "Doing Well Through Doing Good: Investing In Rare Disease Drugs". Register here to join: https://lnkd.in/eHmsastE #familyoffices #wealthmanagers #assetallocation #investments Tom Burroughes Amanda Cheesley Stephen Harris Philip Harris Iliana Efthymiadi Jackie Bosman Theodora Viney Rachel Fokes

Dax Atkinson, CFA from Rockport Companies will be presenting "Oil and Gas as a Dependable Real Assets Investment Strategy" at the 11th Family Wealth Report Family Office Investment Summit 2025 on Nov 17. Register here to join this in-person summit: https://lnkd.in/eHmsastE #familyoffices #wealthmanagement #assetallocation #investments Tom Burroughes Amanda Cheesley Stephen Harris Philip Harris Iliana Efthymiadi Jackie Bosman Theodora Viney

At the 11th Family Wealth Report Family Office Investment Summit on November 17, Andrea Dykes CFP®from Howard Insurance will be speaking with Samuel Jacobs from Gallagher about Private Placement Life Insurance - A Strategic Tool for the Modern Family Office The adoption of Private Placement Life Insurance (PPLI) is rapidly increasing among family offices, UHNW investors, and institutions seeking to enhance long-term investment performance while minimizing tax inefficiencies. This discussion will unpack: Strategies for structuring and implementing PPLI Transparency, mechanics, and product considerations The evolving role of PPLI in advanced family office strategies Register to attend : https://lnkd.in/eHmsastE #FamilyOffice #PPLI #WealthManagement #EstatePlanning #PrivateWealth #InvestmentStrategy Stephen Harris Philip Harris Tom Burroughes Amanda Cheesley Iliana Efthymiadi Jackie Bosman Theodora Viney Rachel Fokes

Numbers Don’t Lie: Family Offices Focus Less On Cybersecurity – And Risk More A new report from Omega Systems, reveals a stark truth: while cyber threats multiply, many family offices are still under-prepared. Few have incident response plans or comprehensive frameworks, leaving wealth, data, and reputation at risk. Cybersecurity is no longer a tech issue; it’s a governance imperative. A single breach can undo years of trust and legacy-building. The message is clear: family offices must elevate cyber resilience, assessing vulnerabilities, training staff, and holding vendors accountable. In wealth management, protecting assets now means protecting information too. #FamilyOffice #Cybersecurity #RiskManagement #WealthPreservation #DigitalResilience https://lnkd.in/eg9tsqbK Warren Finkel Kaleigh Alessandro Tom Burroughes Amanda Cheesley Philip Harris Stephen Harris Theodora Viney Rachel Fokes

Arinder Mahal and Terry Thib from Capri Harbor Marina will present how to unlock value in America's coastal infrastructure at the 11th Family Wealth Report Family Office Investment Summit on November 17. Join the discussion: https://lnkd.in/eHmsastE Harpal Bhullar Stephen Harris Philip Harris Tom Burroughes Amanda Cheesley Iliana Efthymiadi Theodora Viney Jackie Bosman Rachel Fokes #familyoffices #wealthmanagers #investments #assetallocation

Presentation Spotlight: AI Technology Meets Humanity in Next-Generation Wealth Stewardship While 86% of families view “life lessons and values” as essential to inheritance, many still struggle to communicate these effectively across generations. In this session, Lisa McCurdy I., Founder and Managing Partner of The Wealth Counselor LLC, LLC, explores how AI can help bridge that gap, not by replacing human connection, but by deepening it. Lisa will share how families can use AI as a catalyst for meaningful, values-driven conversations, helping them articulate shared principles, prepare the next generation for responsible wealth stewardship, and move from anxiety-driven planning to purpose-driven dialogue. Join us at the 11th Family Wealth Report Family Office Investment Summit for a forward-looking discussion on how cutting-edge technology can amplify timeless human wisdom: https://lnkd.in/eHmsastE #WealthStewardship #AIinWealth #FamilyGovernance #NextGenWealth #WealthManagement #PurposeDrivenPlanning Rachel Bonds Tom Burroughes Stephen Harris Philip Harris Jackie Bosman Iliana Efthymiadi Theodora Viney Amanda Cheesley Rachel Fokes

What began as a compliance exercise overseen by humans has become a core business challenge that demands technology-driven solutions. As organizations deploy AI at unprecedented scale, a lack of trust has become the greatest barrier to adoption, and the risk of reputational damage can unfold in minutes. In this fireside chat, Anna Garcia, CFA, GP at Altari Ventures and Tamara (Zubatiy) Nelson, PhD Nelson, Forbes 30 Under 30 and CEO of Barometer, discuss how purpose-built AI governance infrastructure empowers confident innovation, safeguards brand value, and unlocks a $25B investment opportunity by 2030. Register for the 11th Family Wealth Report Family Office Investment Summit on Nov 17: https://lnkd.in/eHmsastE #familyoffices #wealthmanagers #investments #AI Tom Burroughes Amanda Cheesley Philip Harris Stephen Harris Theodora Viney Iliana Efthymiadi Rachel Fokes Jackie Bosman

Ida Liu will be providing the opening keynote at the 11th Family Wealth Report Family Office Investment Summit 2025 on November 17 at PwC in New York : "The New Dynasty: How Family Offices Are Defining Power, Purpose, and Private Capital" Register today to take part in the discussion: https://lnkd.in/eHmsastE #familyoffices #wealthmanagement #privatecapital #investment Tom Burroughes Amanda Cheesley Stephen Harris Philip Harris Rachel Fokes Jackie Bosman Iliana Efthymiadi Theodora Viney