Integrating AI into the Family Office: From Curiosity to Capability

Episode Overview

In this focused follow-up to the SFO Circle Clinic in Chicago, host Kristen Oliveri brings together three leading voices in family office technology to explore how artificial intelligence is being thoughtfully introduced into the family office environment. The discussion cuts through hype and looks at practical, values-aligned adoption.

What You’ll Hear

• Where family offices can realistically begin when exploring AI

• How to frame AI as mindset, tool, and strategy

• The importance of defining the purpose before selecting solutions

• Practical operational use cases, from reporting to data analysis

• Emerging applications in investment research and monitoring

• Safeguards, governance, and risk considerations

• Building team literacy and internal confidence

• Preserving human judgement alongside automation

• What to look for when choosing technology partners

• How AI may influence the next generation of governance and decision-making

This episode offers clear, grounded insight for leaders who want to explore AI without compromising culture, privacy, or family values.

Host: Kristen Oliveri, Senior Family Office Advisor

Guests:

• Tania Nield, Founder and CEO, InfoGrate Wealth

• Bill Wyman, President, Family Office Services, Summitas

• Dan Gregerson, Co-Founder and CEO, Summitas