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Browsing: governance

Multi-generational family office investment committee meeting with AI data visualization on boardroom screen, principals reviewing portfolio strategy, dark polished wood table and warm gold interior

Family Offices and the AI Paradox: 65% Target the Theme, 79% Have Zero Infrastructure Exposure

May 28, 2026

J.P. Morgan’s 2026 report: 65% of family offices target AI but 79% have zero infrastructure allocation. Ocorian: 86% use AI internally, only 7% invest in it.

Browsing: governance

Family Offices and the AI Paradox: 65% Target the Theme, 79% Have Zero Infrastructure Exposure

Family Offices and the AI Paradox: 65% Target the Theme, 79% Have Zero Infrastructure Exposure

Interval Funds Cross $277 Billion: Private Credit Is Now a Standard Portfolio Building Block for Advisors

Donor-Advised Funds in the OBBBA Era: Why Charitable Bunching Is Now a Wealth Preservation Priority

Social Security’s 2032 Trust Fund Deadline: Six Planning Moves Advisors Should Make With Clients Now

UBS Posts $3B in Q1 2026 as Wealth Management Pulls In $37.4B and the Credit Suisse Client Migration Closes

Inherited IRA 10-Year Rule: 2026 Is the First Full Enforcement Year and the IRS Is Done Waiving Penalties

Stratos Closes 11 Firms and Corient Acquires a $7.8B Oklahoma RIA: Inside Mid-May’s Succession Sprint

T. Rowe Price Crosses $25 Billion in ETFs: The Active Manager Pivot Is Now Irreversible