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October 30, 2025

How AI Is Reshaping Wealth Management

Artificial intelligence isn’t coming — it’s already transforming how wealth is managed.

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Webinar Recording

How AI Is Reshaping Wealth Management

Artificial intelligence isn’t coming — it’s already transforming how wealth is managed.

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How AI Is Reshaping Wealth Management

What you’ll learn in this webinar:

Join Masttro’s co-founder and president of innovation, Domingo Viesca; CEO, Jay McNamara, and Family Business Magazine’s publishing director, David Shaw, to cut through the noise and explore the real applications of AI in family offices — what’s working now, what’s next and how to position your family or firm at the forefront of this technological shift.

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  • AI in Action: How family offices are already applying artificial intelligence to improve efficiency, transparency and foresight.
  • Tech on the Move: The emerging tools and trends transforming how families manage and interact with their wealth.
  • Real Solutions, Real Impact: Where AI is solving everyday challenges — from data consolidation and reporting to risk management and client experience.
  • “Conversing with Your Wealth”: How next-generation AI tools make financial data interactive, intuitive and actionable.