Webinar

AI is here—is your family office prepared?

Build readiness with strategy, governance and data integrity

November 04, 2025
Event details
Date and time

Recorded, watch on demand anytime

Intended audience

Family office executives, family members, accounting, tax and technology leaders within a family office, consultants and wealth advisors to family offices

Duration

60 minutes

Event overview

Preparing for AI with confidence

Artificial intelligence is already reshaping how family offices operate—from accounting and bill pay to investment reporting and document management. This webinar will help you assess your readiness, understand governance implications and build a strategy for responsible AI adoption that aligns with your family’s values.


Presenters
Event details
Date and time

Recorded, watch on demand anytime

Intended audience

Family office executives, family members, accounting, tax and technology leaders within a family office, consultants and wealth advisors to family offices

Duration

60 minutes

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