New Podcast Episode: Integrating AI into the Family Office: From Curiosity to Capability
In this follow-up to the SFO Circle Clinic in Chicago, host Kristen Oliveri, senior family office advisor at UHNWI, is joined by three leaders in family office technology for a conversation about artificial intelligence in the family office. Tania Neild (Founder and CTO, InfoGrate Wealth), Bill Wyman (President, Family Office Services, Summitas) and Dan Gregerson (Co-Founder and CEO, Summitas) share how AI is beginning to show up in reporting, data work and decision support, and what a thoughtful path forward can look like.
Instead of centering on hype, the discussion turns to where family offices can realistically begin and how to view AI as a mindset, tool, and strategy. From there, they consider why purpose and values need to stay at the center of any adoption effort. The group also looks at safeguards, governance, vendor selection and what AI may mean for the next generation of family office leadership and oversight.
Discussion topics covered:
- Where to begin with AI and how to align projects with mission, culture and clear use cases
- Operational and investment applications, including reporting, data analysis, research and monitoring
- Governance, risk and controls around data, privacy, security and vendor selection
- Building AI literacy across the team while keeping human judgment central
- How AI may shape future governance and decision-making in the family office
Listen to the full episode:
