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On-Demand Webinar Recording
Beyond the Hype: How AI Is Reshaping Wealth Management
Artificial intelligence isn’t coming — it’s already transforming how wealth is managed. But separating hype from reality is key. In this webinar, we reveal how forward-thinking family offices and wealth owners are using AI today — not just to automate routine tasks, but to unlock new insights, sharpen decision-making and gain a strategic edge.
What You'll Learn in This Webinar
- 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.
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.