The Citi Institute's AI in the Family Office report (May 2026) maps the fintech landscape for single family offices working through vendor evaluation, with Landytech included among the providers in the performance reporting and intelligence space.
The findings are worth reading in full. Only 22% of family offices are currently using AI for operational tasks or investment analysis - up from 13% in 2024, but still well behind institutional investors. The barrier isn't access to tools, it's data readiness.
The report identifies three areas where family offices are focusing AI efforts right now: reporting automation, account reconciliation, and investment intelligence. Practical, high-value, low-risk applications are winning - document summarisation, meeting transcription, automated reporting. More ambitious use cases, portfolio construction and risk management, remain in early stages for most.
On the build vs buy question, the report is candid. Most family offices lack the internal development capacity to build their own solutions, and the fintech market still offers no single perfect answer. Vendors are being evaluated on software maturity, data readiness, and the ability to integrate cleanly.
Data privacy runs through every finding. Solutions that cannot guarantee security are unlikely to be adopted, regardless of capability.
The foundation hasn't changed: data infrastructure quality determines everything downstream.