This article was originally published by the Crain Currency.
Family offices are fundamentally rethinking their staffing models as rising operational costs, generational transitions, and new technology needs drive a shift from traditional full-time teams to fractional and modular talent solutions. This article examines how offices of all sizes are adopting flexible structures — from fractional CFOs and CIOs to AI specialists, digital concierges, wealth psychologists, and education advisers — to manage increasing complexity. Among the key expert perspectives, Boyden Managing Partner Bill Flannery underscores the critical role of a centralized digital concierge who can manage passwords, legal documents, and disparate information streams across family members, helping ensure smoother transitions and stronger organizational continuity.
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