Family Office Forum

IV. The Evidence

Control. Visibility. Liquidity.

The research supports an agenda centred on control, visibility, liquidity and operational capability.

72%

of family offices underinvested or only moderately invested in operational technology.

Source: Deloitte

60%

plan strategic asset-allocation changes within the next year, with growing attention to currency diversification.

Source: UBS, 2026

↑

Rising operating costs across family offices.

Source: J.P. Morgan, 2026

By invitation

A curated room of family office executives.

In Qatar, in collaboration with Jersey Finance and the Qatar Financial Centre