Are trends in US family offices reshaping their operational processes also applicable to EU family offices?

January 14, 2025

The 2024 RSM Family Office Operational Excellence Report highlights key trends in the U.S. family office landscape, including increased reliance on outsourcing (97% of respondents), growing adoption of cloud-based and automated technologies, and a sharp focus on cybersecurity, with 83% citing it as their top operational risk. Additionally, newer family offices are embracing advanced digital tools more rapidly than those established decades ago.

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At Pretim, we’re curious: do these trends resonate with the European family office community? Are European family offices also prioritizing technology integration, outsourcing strategies, and cybersecurity to the same extent? Or do unique regional factors influence their approach to operational excellence?

With a focus on delivering practical and future-proof solutions for family offices, Pretim is happy to connect with any family office currently seeking a wealth management platform that will set them up for success in the years to come.

Read the full report here: 2024 RSM Family Office Operational Excellence Report