The Family Office Sherpa Top 5 Takeaways from Family Office Meetings in 2025
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Dec 22, 2025 Discover the top challenges facing family offices today, from the persistent tech pain points that hinder efficiency to the vital need for high-quality advice. Learn about the shortcomings of survey data and how to recognize useful metrics for better decision-making. Explore the significance of purpose statements for the next generation and the growing focus on investment governance structures. Shaun shares insights into the maturity of the sector, emphasizing the importance of collegial learning and best practices.
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Technology Is Still The Core Bottleneck
- Technology remains a major, unresolved pain point for family offices in 2025.
- Fragmented systems, local custodial and bank feed gaps, and pricing confusion keep reporting hard.
Run Tech Work As Real Projects
- Treat tech implementations as formal projects and allocate time and resources.
- Hire specialists to handle onboarding because internal bandwidth and adoption are common failure points.
Surveys Offer Volume Not Always Signal
- Survey volume has exploded but signal is mixed and often aspirational.
- Responses skew toward well‑resourced offices, creating survivorship bias in conclusions.