Hong Kong – 16 June 2025 – A recent Deloitte survey reveals that over 40% of family offices worldwide are actively enhancing their technology strategies amid an accelerating push for digital transformation in wealth management. The report, based on 354 global family offices and interviews with 40 senior executives, highlights that 43% are developing or implementing strategies focused on security and risk control.
Despite overseeing an average of US$2 billion in assets under management, many family offices still operate with lean teams and lack robust institutional infrastructure. The survey indicates that about 70% invest only moderately in operational tech, which impacts scalability and strategic agility. Meanwhile, 55% are turning to data analytics for decision-making, while 12% are leveraging AI to automate tasks and optimize portfolios.
Security remains the top digital priority, with 65% integrating tech for risk and data protection. Cloud services (87%), virtual meeting tools (82%), and mobile apps (71%) also dominate their tech stack. However, challenges persist as many struggle to find tailored, integrated solutions at accessible costs. Experts from Deloitte and Bloomberg stress the importance of a holistic, data-driven approach to technology adoption that aligns with core business goals.
In Hong Kong, the momentum for digital transformation is further supported by the government’s drive to position the city as a global hub for family offices, reinforced by policy incentives and the Capital Investment Entrant Scheme. As competition rises, successful family offices will be those that embed digital tools seamlessly to boost client engagement, risk control, and long-term performance.
For the full Deloitte report, click here.
