A practical virtual workshop series for principals and senior executives
AI is everywhere — but family offices need clarity, not hype. This virtual workshop series provides clear, experience-led guidance on how AI can be responsibly applied across family office operations. No sales pitches, no generic AI theory, and no unnecessary technical complexity.
What We’ll Cover
- Real AI use cases already being tested in family offices
- Practical workflows for research, reporting, and oversight
- Data, privacy, and governance considerations unique to UHNW structures
- How to assess vendors claiming “AI-powered” capabilities
How the Workshops Work
- 30 to 60-minute live virtual sessions
- Supported by level-based peer groups
- Expert-led walkthroughs and Q&A
Designed For
- Family office executives and operators
- Technology leads and consultants
- Those seeking clarity beyond AI hype
Past Sessions
Episode #4 — AI Agents: The Hype vs. The Risk (30-Minute Quick Dive)
Details
Following our earlier session on AI agents, this fast-paced 30-minute dive explores what has changed—and why it matters now.
In just a few weeks, agent capabilities have evolved rapidly. What was once complex and developer-heavy is now surprisingly accessible through tools like browser-based agents and extensions. But with this new ease comes a critical question: are these tools ready for real-world use—or are we opening the door to serious risk?
In this session, we will:
- Demonstrate how modern AI agents can autonomously navigate systems, execute tasks, and interact across platforms
- Show just how easy it is to deploy these capabilities—without technical expertise
- Highlight real-world risks, including prompt injection, unintended actions, and security vulnerabilities
- Explain why many organizations are actively restricting these tools despite their power
- Share practical guardrails and policy considerations to help you think about safe adoption
This is a live, practical, and slightly provocative session designed to separate the hype from reality. You’ll leave with a clearer understanding of where agents can add value today—and where caution is absolutely required.
Episode #3 — AI Agents for Family Offices: From Concepts to Practical Builds
Details
Episode 3 builds directly on the first two workshops in the AI for Family Offices series. After a practical walkthrough of Microsoft Copilot (from basic to advanced use cases) and a focused session on AI security and privacy, this exclusive workshop turns to AI agents.
“AI agents” are everywhere right now. But most of what’s being called an agent… isn’t one.
In this session, we’re stripping the buzzword back to reality — what agents actually are today, what they’re not, and where the real leverage sits inside complex environments like family offices.
- Why AI agents are becoming useful now
- Agents vs workflows (they’re not the same)
- Cognitive agents (prompting) vs operational agents (system-to-system execution)
- What agents can realistically do today — and how this changes (or doesn’t) your current stack and team
- A real operational example: extracting key data from trust documents
- How this compares to invoices, bank statements, meeting notes, and tasks
- Build vs buy: how to think clearly without the hype
This isn’t a prompt-training session. And it’s not a vendor demo. It’s a practical, no-nonsense discussion designed to help you ask better questions — before investing time, money, or expectations.
Episode #2 — AI & Security for Decision Makers: Executive Briefing & Q&A
Details
This session continues our AI workshop series, building on the questions raised in Part 1: Microsoft Copilot & AI Assistants for Family Offices. The focus shifts to AI security and how to adopt AI with confidence—addressing key risks and avoiding common security pitfalls.
InfoGrate’s Dr Tania Neild and AI security specialists — trusted by leading family offices — answer your questions live in this clear, no-fluff executive briefing.
What We Cover (60 mins):
- Vendor due diligence — key questions to assess and approve AI tools
- AI tools compared — Claude, ChatGPT, Copilot, Gemini: licensing, pricing, and where each performs best (and worst)
- Using AI safely — prompt hygiene, secure deployment, shadow AI, and device security
- Executive AI security framework — three questions every leader must answer
- AI policy essentials — what to include, plus a ready-to-use template
- InfoGrate’s Dr Tania Neild and AI security specialists — trusted by leading family offices — answer your questions live in this clear, no-fluff executive briefing.
Episode #1 — ExpressDive: MS Copilot & AI Assistants for Family Offices
Details
This expert-led session launches a practical AI series for family offices, based on real-world use cases.
Led by Dr. Tania Neild of InfoGrate, a seasoned technologist and advisor to family offices, the session explores how teams are using Microsoft Copilot in practice, how it compares to other AI tools, and where to start safely and effectively. Expect real examples across email, documents, and presentations, along with early lessons and implementation tips.
What we cover (40 mins):
- Brief comparison: Copilot vs other LLM tools (ChatGPT, Claude, Gemini, etc.)
- Security & data governance: Key concerns with Copilot and alternatives
- A walk-through of the most widely used and high-impact AI use cases—from streamlining internal communications to automating document-related tasks and improving client-facing outputs