AI’s Potential to Transform Family Offices

Family offices are still in the early stages of adopting AI, but many are already using it to improve efficiency, automate workflows and support lean teams across reporting, document management and client service. Firms like Briar Hall are also beginning to use AI for investment analysis and legal review while maintaining human oversight and prioritizing data security and client confidentiality.

Foundation? DAF? Both? Something Else? How Family Offices Structure Charitable Giving

Family offices typically structure charitable giving through donor-advised funds, private foundations or a combination of both, depending on factors such as flexibility, governance, family engagement and simplicity.

Deal Round-Up: Single-Family Offices Back AI Infrastructure, Climate Tech and Industrial Growth

Single-family offices targeted AI infrastructure, climate technology, industrial distribution and strategic restructuring opportunities this week, backing businesses tied to power acceleration, wastewater optimization, manufacturing and media expansion.

FAMILY OFFICE + FAMILY BUSINESS

Sign up for FO PRO: The Family Office Professional. FO PRO connects family office leadership with the family.

Foundation? DAF? Both? Something Else? How Family Offices Structure Charitable Giving

Family offices typically structure charitable giving through donor-advised funds, private foundations or a combination of both, depending on factors such as flexibility, governance, family engagement and simplicity.

Deal Round-Up: Single-Family Offices Back AI Infrastructure, Climate Tech and Industrial Growth

Single-family offices targeted AI infrastructure, climate technology, industrial distribution and strategic restructuring opportunities this week, backing businesses tied to power acceleration, wastewater optimization, manufacturing and media expansion.

AI’s Potential to Transform Family Offices

Family offices are still in the early stages of adopting AI, but many are already using it to improve efficiency, automate workflows and support lean teams across reporting, document management and client service. Firms like Briar Hall are also beginning to use AI for investment analysis and legal review while maintaining human oversight and prioritizing data security and client confidentiality.

FAMILY OFFICE + FAMILY BUSINESS

Sign up for FO Pro: The Family Office Professional — the leading information source for family office leaders and the families they serve.

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