Since our Family Office predictions, the industry has rapidly evolved as wealthy families seek more advanced approaches to managing their wealth, investments, and operations. Building on last year’s trends — such as generational wealth transfer, rising cybersecurity risks, and the push for improved client experiences — family offices are now accelerating strategies that drive greater professionalization across firms.

Notably, we’re seeing a heightened focus on adopting new strategies and technologies to navigate complex financial landscapes, ensure compliance, and secure their clients’ legacy for future generations. AgilLink is at the forefront of supporting these changes, providing innovative solutions that help family offices adapt to industry trends and achieve long-term success.

New Investment Strategies Push Professionalization of Family Office Operations

In 2025, family offices are increasingly moving away from traditional fund investments and focusing on direct investments in private equity, real estate, and startups. Some firms are also aligning their investment strategies to meet the new generation's focus on environmental, social, and governance (ESG) values, seeking to generate positive societal impact alongside financial returns.

These new investment approaches can result in greater control and the potential for higher returns. However, they also require family offices to evolve and become more structured, adopting institutional best practices for governance, compliance, and risk management. To put it simply, the days of using spreadsheets, and relying on waiting for your staff to manually rekey data into disparate systems are over.

How AgilLink Helps:

The need for operational efficiency and data security has driven family offices to adopt purpose-built technology solutions. AgilLink's secure, cloud-based platform integrates client accounting, bill pay, data aggregation, and workflow automation, reducing manual processes and enhancing data accuracy. Built with bank-grade security, AgilLink provides robust protection against rising cybersecurity threats, giving family offices peace of mind.

Our investment data integrations, automated workflows and audit-ready reports help family offices implement professional standards – without increasing administrative burdens. It also ensures your team has timely and accurate insights to help make informed investment decisions.

As the family office industry continues to evolve, embracing technology is essential for staying ahead of industry trends and securing long-term success. AgilLink empowers family offices to navigate this complex environment with confidence by providing secure, scalable, and efficient solutions. AgilLink is the trusted partner for family offices looking to adapt and thrive in a changing world.

This article and the information contained herein is for general information and education only. It is provided as a courtesy to the clients and friends of AgilLink. AgilLink, as a matter of policy, does not give tax, accounting, regulatory or legal advice, and any information provided should not be construed as such. Rules in the areas of law, tax, and accounting are subject to change and open to varying interpretations.  You should consult with your other advisors on the tax, accounting and legal implications of actions you may take based on any strategies presented, taking into account your own particular circumstances.

AgilLink is an RBC company and an affiliate of City National Bank Member FDIC.

City National Bank is a subsidiary of Royal Bank of Canada. Deposit products and services are provided by City National Bank.