Simplifying AI for Family Offices | New York
Simplifying AI for Family Offices | New York
Aleta, Simple and SumIt are bringing the Simplifying AI for Family Offices workshop to New York on 28th October 2026.
This closed-door, hands-on workshop is designed for family office principals and senior executives who want to understand how AI can be applied to their operations, with practical examples of what's already possible and how to adopt it securely.
Rather than discussing AI in theory, we'll explore how family offices can connect their existing systems, manage sensitive information and apply AI to everyday workflows.
What to expect:
AI foundations and governance: Understanding data orchestration, system connectivity, security and the controls needed for responsible AI adoption.
Live demonstrations: Real-world examples of AI-enabled workflows, including accounting reconciliation and client reporting, showing how existing systems can work together.
Interactive working groups: Group exercises exploring practical applications across accounting, portfolio and client reporting, and workflow automation.
Practical next steps: Identifying where AI could create value in your office and what it would take to implement it.
The workshop will be followed by informal networking and drinks in the same location.
To encourage open discussion and meaningful participation, attendance is limited and by invitation only.
📅 Date: 28th October 2026
📍 Location: Maxwell Tribeca, 135 Watts St, New York, NY 10013
🕐 Format: 3-hour facilitated workshop (13.00 to 16.00)
Hosts:
Jimmy Otterdijks (FO Advisor at Simple)
Ken Gamskjaer (CEO of Aleta)
Alexandre Lin (CEO of SumIt)
Please note that photos may be taken during the event. By attending, you consent to the use of these images for Simple’s, Aleta's and SumIt's, communication purposes, including potential sharing on social media.