David Sawyer
CEO & Co-Founder
Why your family office’s institutional knowledge has become an institutional risk.
Every legacy SaaS company is rushing to bolt AI onto their platform. It's easy to see why — the demos look good, the press releases write themselves, and the word "AI" commands a premium in every renewal conversation.
A static system of record with AI bolted on is still a static system of record. Their marketing changes. Their underlying limitation doesn’t.
In the last few years, family office demand for software solutions has dramatically increased. Why?
According to JP Morgan’s 2026 Global Family Office Report, the average family office is allocated almost 40% to private investments.
Until recently, private markets reporting data remained complex, opaque, and mostly processed manually.
But the industry has hit an inflection point. AI advancements have dramatically enhanced capabilities and family offices are taking notice.
The gap between before and after is not incremental. It's categorical. As one of our family office clients shared with us, “This is like going from a bicycle to a Ferrari.”
Before you saw static data on a screen, inputted manually by a human. Documents were stored in inboxes and disparate folders. A spreadsheet here for one thing, another stored somewhere else for another workflow. Siloed, static, and silent.
Today, AI agents orchestrate the core workflows with ease: sourcing data and documents from portals, extracting, reasoning with, and visualizing your data in seconds.
But an AI-native solution’s most important enhancement is context, a glaring omission in any family office portfolio still on legacy platforms built in the pre-AI era.
Every family office is singular, its operating practices unique to its own DNA.
Read the rest of the article over at Mr.Family Office
