As investment landscapes become increasingly data-driven, family offices are embracing AI both as an investment opportunity and as a tool to enhance decision-making and operational efficiency. According to Bank of America's 2025 Family Office Study, 57% of family offices have already utilized AI for investment research and strategy, while 76% use automation for forecasting and 73% use it for portfolio modeling. Additionally, nearly 90% believe AI has the potential to enhance investment returns, highlighting the growing confidence family offices have in the technology's long-term impact.
From an investment perspective, AI has become one of the most compelling secular growth themes in global markets. A recent J.P. Morgan Global Family Office Report found that 65% of family offices identify AI-related investments as a priority today or in the future, reflecting widespread conviction that AI will reshape industries and create significant new sources of value. Similarly, Goldman Sachs reported that 58% of family offices expect to overweight technology investments over the next 12 months, underscoring the sector's growing importance within family office portfolios.
Despite this enthusiasm, many family offices remain underexposed to some of the most attractive areas of the AI ecosystem. J.P. Morgan's research found that more than half of family offices have no current exposure to venture capital or growth equity investments, where many of the most innovative AI companies remain privately held. Even more notably, 79% report no allocation to infrastructure assets, despite the critical role that data centers, power networks, and digital infrastructure play in supporting AI adoption. This disconnect suggests that while many family offices are bullish on AI's future, portfolio allocations have yet to fully reflect that conviction.
The gap between AI adoption and AI investment is particularly striking. While many family offices are already using AI operationally for reporting, document analysis, meeting preparation, and investment research, relatively few have developed a comprehensive strategy for gaining exposure to the broader AI value chain. As AI continues to drive demand for computing power, energy resources, and digital infrastructure, family offices may find opportunities not only in technology companies themselves but also in the industries enabling the growth of AI at scale.
As family offices evaluate how AI may impact both their operations and investment portfolios, it is important to balance opportunity with risk. Questions surrounding governance, regulatory developments, cybersecurity, data privacy, intellectual property, and investment structuring continue to evolve alongside the technology itself. Nixon Peabody works closely with family offices, investors, and businesses to help navigate these challenges, identify opportunities, and develop strategies that align with their long-term objectives. Whether assessing AI-related investments, implementing AI tools, or addressing emerging legal and business risks, thoughtful planning today can help position families for success in an increasingly AI-driven future.