Family Office AI Foundations

Enrollment Form

Your Details

Name(Required)

First Last

Email(Required)

Family Office Name

Role

Your AI Journey & Program Fit

This programme is for family offices actively implementing or testing AI. Participants should have practical experience and be willing to share openly with peers. This is an active, confidential peer discussion—not a webinar. Everyone joins on camera and contributes.

Which best describes your current AI maturity?

Which AI tools have you tried (if any)?

What would you most like to use AI for in your office?

What's your biggest barrier to using AI in your office right now?

What's the one thing you most want to get from this program?

Preferred session time (Eastern Time)

Confidentiality - Confirmation

Please confirm the following before enrolling. This is a private peer group. What's shared in sessions and on the platform stays within the group. Chatham House Rules apply—you may share general learnings, but not attribute them to a specific person or family office. Please don't record, transcribe or use AI meeting assistants during sessions.

Confirmation - Confidentiality(Required)

I understand this is an active, confidential peer group. I agree to participate on camera and follow the confidentiality principles above.

Confirmation - Fee

I understand the fee is $1500 for the full 3-session pilot

Section 5 — Payment

You will be redirected to a payment link upon submitting the form.

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