For Swiss family offices, 2024 was marked by an intensified focus on collaboration and learning. The Family Office Forum Zurich welcomed more than 100 principals and executives eager to dissect direct-deal pipelines and governance structures in a confidential setting.

Technological transformation set the industry’s tempo. Reports tracking EMEA wealth management flagged generative-AI adoption rates surpassing 70 per cent, underscoring a region-wide push towards data-driven personalisation. Families leveraged these tools to streamline due-diligence workflows, freeing advisers for higher-touch counsel.

Geopolitical volatility reinforced the appeal of defensive assets. Infrastructure allocations rose, particularly in digital and energy-transition projects, as families sought yield uncorrelated to public-market swings. Meanwhile, market-participation rules under Europe’s DLT Pilot Regime spurred exploratory tokenisation pilots for private-equity positions.

Equally notable was the revival of in-person philanthropic summits. Swiss hosts curated gatherings where next-generation heirs exchanged impact-investing case studies, solidifying a cross-border network poised to shape sustainable-finance initiatives in the decade ahead.