Using AI in Family Office Operations
Summit Venture Studio invites you to attend our June Family Office Webinar.
How can family offices implement AI across due diligence, deal tracking, portfolio tracking, and day-to-day operations?
This invitation-only session is designed for family offices, high-net-worth individuals, angel investors, and family office service providers who want practical ways to apply AI inside their work.
Presenters will be Phil Alves, CTO at Summit Venture Studio, who will share practical ways family offices can implement AI in their workflows. We’ll also be joined by Alex Felman, 2nd Gen FO, who will share real applications from his work with AI in his family office.
Attendees will leave with:
• A short list of AI resources they can implement immediately
• A practical process for applying AI to family office operations
• Use cases across due diligence, deal tracking, portfolio tracking, and operational workflows
• Time for Q&A and discussion with the presenters