Is Your Family Office Ready for AI?
Most family offices meet AI through one unvetted chatbot prompt, not a strategy. In Citi Wealth's 2026 survey of 351 family offices, 40% were still in early adoption and only 12% described their use as advanced. What separates the offices seeing results is the data the model has to work with.
This guide, with perspectives from Asseta, Northern Trust and Family Office Exchange, shows how to get the foundation right first, then put AI to work on it without putting the family's data at risk.
This eBook dives into:
A 10-question self-assessment that shows whether your data is ready for AI, or whether the foundation needs work first.
Why the investment record and the accounting record each have to be right on their own before AI can work across both.
Five AI workflows family offices run today, from capital call intake to accounting exceptions and deal screening.
Ten questions to ask any vendor before you share the family's data, and what a good answer looks like.
AI models change every few months. The record underneath them should not. Use this guide to find out where your office stands, then work through five practical steps this quarter.
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