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.
Built as both a smartphone app and a secure family office portal, we provide real-time oversight and day counts with built-in tax jurisdiction rules.
Real-time day counting with jurisdiction-specific rules
Secure, automated evidence collection using geo-tagged images.
Sharable audit-ready summary reports.
No spreadsheets. No data gaps.
Just complete confidence in every tax position.
"Poor tax records are one of the biggest handicaps you can have in a tax investigation.
Proving where you were—or were not—can make all the difference when challenged by tax authorities".
Paul Aplin OBE
VP of Chartered Institute of Taxation, Member of HMRC Admin Burdens Advisory Board, Daysium Senior Advisor
Family offices investing in technology initiate strategic advantage.
According to Deloitte’s Digital Transformation of Family Office Operations 2024, those that invest in digital tools report 87% higher operational satisfaction.
At Daysium, we’ve built a platform designed specifically for that transformation.
Our secure app and compliance portal automate the most complex part of global wealth management — day counting and evidence collection — so your team can move from reactive reconciliation to proactive governance.
Start future-proofing your family office today.
