Private Lunch: How Family Offices Can Adopt AI

​Join Asseta, Addepar, and FileForms for a private lunch conversation in West Palm Beach at the Four Seasons Hotel on how family offices can prepare for AI.

​AI promises less manual work, faster reporting, and sharper insight, but only for offices with a solid foundation: clean data, organized entity records, and clear governance over who sees what. Fragmented data produces fragmented answers, regardless of the model behind it. And because family offices hold some of the industry's most sensitive data, privacy needs to be part of the plan from day one.

​Over lunch, family office executives and their advisors will discuss what "AI-ready" really means: the data and compliance groundwork required, how to balance safety and privacy against AI's promise, and where human judgment still has to lead, along with practical best practices for adoption grounded in real examples from portfolio management, entity compliance, and financial operations.

​This session is open to family office executives and the centers of influence, attorneys, CPAs, and advisors, who work with them.

​Seating is limited for this event.