July 22 | 1:00 PM ET / 10:00 AM PT | Zoom | Limited to 12 participants
This 90-minute virtual session will bring together family office principals and executives to explore how AI is being used—or could be used—across investment, administrative, and operational functions. Whether you’re actively implementing tools or just starting to ask the right questions, this small-group conversation is designed to spark ideas, surface challenges, and share practical insights among peers.