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AI in Family Offices

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AI in Family Offices

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Which operational domains are highest priority in 2026?

Investment sourcing & diligence

Accounting & reporting

Trust & estate

Tax planning

Legal

Alternatives processing

Foundations & charitable giving

Security & risk

Which best describes your AI maturity?

None – No AI usage yet

Personal use – Individuals occasionally use tools like ChatGPT or MS copilot

Pilots – Approved tools or defined AI use cases are being tested

Automated workflows – Processes automated using rules or workflows

AI-integrated – AI embedded in operational workflows with governance

Are you interested in:

Learning workshops

Peer exchange discussions

Tool demonstrations

Hands-on workflow sessions

Where do you belong in a peer setting?

Explorers cohort

Advanced operators lab

Both

AI challenges and tools of interest to you

What is your biggest challenge with AI or automation right now? Are there any specific tools, platforms, or use cases you would like to see covered in future sessions?

Which use case could you share in a peer session?

Please describe the use case, tools used (AI and/or automation), any data sources involved, measurable impact (if any), and any lessons learned that may be helpful to others.

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