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1、Bank of America Family Office Study Perspectives on the modern family office Contents Executive summary.4 About this research.7 A portrait of the modern family office Built first for oversight,then legacy.8 Family in the office.9 The hidden complexity of managing a family office.10 Family businesses

2、 play a key role.13 Key challenges facing the modern family office.16 Investing,growing and preserving wealth Investment diversification remains a key priority.17 Family offices access alternatives through funds and direct investments.18 Preserving wealth across generations.19 The strategic use of c

3、redit Credit use is limited among family offices today.20 The role of technology Technology infrastructure and automation.22 Family offices are embracing artificial intelligence.23 Cybersecurity is a critical priority.24 Planning for the future Most family offices have some governance structures.26

4、Planning for family office succession.27 Educating the next generation.28 Changes expected with generational transitions.29 Acknowledgment.30 Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value Investment products:2 Table of contents Elizabeth Thiessen Head of Private Bank Family Office Solu

5、tions Bank of America Private Bank Foreword The modern family office stands at a pivotal moment.With a historic$124 trillion wealth transfer underway in the U.S.,1 the next decade will redefine how families manage,preserve,and grow their legacies.Against this backdrop,we set out to explore the needs

6、 of todays family office.The Bank of America Family Office Study captures over 300 family office leaders perspectives into how their organizations are navigating complexity,embracing innovation and preparing for generational change.Surprisingly,87%of family offices have not yet been passed down to t