Family offices are managing principals who live, work, and invest across multiple jurisdictions, and in globally mobile lives, every day counts. Miscounting or missing days can trigger double taxation, penalties, or reputational risk.
Yet many family offices remain exposed:
~75% are under- or only moderately invested in the operational technology needed to manage compliance risks effectively (Deloitte, 2024).
Penalties on wealthy individuals reached £5.8 million in 2023-24 and the underlying at-risk tax is much higher. (HMRC, 2024)
34% cite regulatory compliance as one of their top three challenges (Campden Wealth, 2023).
Only 18% feel fully prepared to meet the evidentiary standards now demanded by tax authorities (Knight Frank, 2024).
Manual spreadsheets and retrospective record-keeping simply aren’t enough in an age of automatic information exchange and heightened regulatory scrutiny.
Our Family Office Roadmap 2026 is designed to help you evaluate your digital maturity and plan your next steps.
Inside, you’ll find:
Best practices in three core areas: efficiency, evidence and governance
Key insights from the latest research
Practical guidance to help your family office transition from manual processes to digital resilience
Use it as a checklist to measure where your family office stands and identify opportunities to simplify compliance and strengthen oversight.
