The Family Office Stack/Outlook

Forward-looking · What to build now

Outlook

Forward-looking commentary on what’s changing across the family-office stack — and what to build for it now.

4entries filed

Horizon 2026 Outlook · Investment & Portfolio

The embedded OCIO and your reporting stack

Outsourcing the investment office is increasingly common. What it does to your data, your independence, and your book of record is less understood. Read the outlook →

Regulation is catching up with the family office

The private, lightly regulated family office is under slow but steady pressure. The operational answer is the same one good governance always required. → 2026Horizon

The coming shake-out in family-office software

The category has never been more crowded. Consolidation is coming — and the firms that survive will be the ones that own the book of record. → 2026Horizon

Family Offices in the United States: About 3,000 and Rising

Recent estimates put family offices in the United States near 3,000, but the total shifts by year, source, and whether multi-family firms are included. →