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Key Takeaways
Family offices reached new levels of professionalism last year and the industry evolution is expected to continue rapidly in 2026.
Family offices take a long-term view, and 2025 reports indicated only subtle shifts in their asset allocation, with trade wars along with broader geopolitical uncertainties seen as key risks.
Succession planning and the Great Wealth Transfer continued to dominate many of the headlines, with much focus on how next generation principals increasingly took over leadership roles.
But a new year presents new challenges and opportunities - so what can family offices expect in 2026?
Private Markets Growth
From an investment perspective, private markets already make up to half of family office assets, depending on the region, and reports suggest both secondaries and private credit look set to grow in 2026. Both highlight the need for family offices to operate with tools that can seamlessly manage both public and private market assets.
Technology Innovation
As the industry becomes more professionalized, technology plays an increasingly important role and wealthtech innovation in 2026 will see even further adoption of AI-powered tools to enhance family office productivity.
Last year saw a shift beyond AI software automating manual tasks, notably how Masttro Intelligence provides an embedded AI layer that allows family offices to generate instant insights and deliver boutique services at scale. (Click here to take an interactive tour and discover more)
Operational Excellence
Operational excellence is another area family offices see as critically important. Improving efficiencies and empowering employees are areas where cutting-edge technology will deliver an advantage in the year ahead.
Providing teams a single, interactive view across all assets and entities helps with strategic decision-making. Similarly, having a real-time view on performance and risk exposures across asset classes can be difficult, but is solved with Masttro’s Consolicdated Portfolio Analysis module.
Continued Globalization
The global expansion of family offices will continue this year, with Singapore and Hong Kong notable family office centers experiencing rapid growth. Dubai, where Mastro recently won the Innovative FinTech Solution at The WealthBriefing MENA Awards ceremony, has also become a powerhouse for family offices, highlighting how essential it is for family offices to choose software that delivers a truly global solution, in both technology capability and customer service.
Governance Support
While it doesn’t receive the same news as the investment size, governance is absolutely critical to both ongoing operations and succession planning for family offices. The right frameworks for secure communication, sensitive document management and entity tracking become even more crucial as family offices grow in complexity this year.
Security Comes Standard
With more prominence in the media and increasing scrutiny from bad actors, taking a proactive approach to prevent any cybersecurity incidents and data breaches has never been more important. 2026 will continue to highlight how reliable family office data security is no longer an afterthought, it’s the base level necessary for operations.
Resilience and Adaptability
Like any year, 2026 promises unforeseen challenges and unexpected events that will shape the actions family offices take in their efforts to both preserve and grow existing wealth to support multiple generations to come.
For future-focused family offices looking for the right technology partner to support their efforts to be resilient and adaptive, Masttro delivers the most comprehensive solution.
Speak to us to find out more.
Private Markets Growth
From an investment perspective, private markets already make up to half of family office assets, depending on the region, and reports suggest both secondaries and private credit look set to grow in 2026. Both highlight the need for family offices to operate with tools that can seamlessly manage both public and private market assets.
Technology Innovation
As the industry becomes more professionalized, technology plays an increasingly important role and wealthtech innovation in 2026 will see even further adoption of AI-powered tools to enhance family office productivity.
Last year saw a shift beyond AI software automating manual tasks, notably how Masttro Intelligence provides an embedded AI layer that allows family offices to generate instant insights and deliver boutique services at scale. (Click here to take an interactive tour and discover more)
Operational Excellence
Operational excellence is another area family offices see as critically important. Improving efficiencies and empowering employees are areas where cutting-edge technology will deliver an advantage in the year ahead.
Providing teams a single, interactive view across all assets and entities helps with strategic decision-making. Similarly, having a real-time view on performance and risk exposures across asset classes can be difficult, but is solved with Masttro’s Consolicdated Portfolio Analysis module.
Continued Globalization
The global expansion of family offices will continue this year, with Singapore and Hong Kong notable family office centers experiencing rapid growth. Dubai, where Mastro recently won the Innovative FinTech Solution at The WealthBriefing MENA Awards ceremony, has also become a powerhouse for family offices, highlighting how essential it is for family offices to choose software that delivers a truly global solution, in both technology capability and customer service.
Governance Support
While it doesn’t receive the same news as the investment size, governance is absolutely critical to both ongoing operations and succession planning for family offices. The right frameworks for secure communication, sensitive document management and entity tracking become even more crucial as family offices grow in complexity this year.
Security Comes Standard
With more prominence in the media and increasing scrutiny from bad actors, taking a proactive approach to prevent any cybersecurity incidents and data breaches has never been more important. 2026 will continue to highlight how reliable family office data security is no longer an afterthought, it’s the base level necessary for operations.
Resilience and Adaptability
Like any year, 2026 promises unforeseen challenges and unexpected events that will shape the actions family offices take in their efforts to both preserve and grow existing wealth to support multiple generations to come.
For future-focused family offices looking for the right technology partner to support their efforts to be resilient and adaptive, Masttro delivers the most comprehensive solution.
Speak to us to find out more.
