AI in Practice: Enhancing Family Office and Business Operations

​An Exclusive Workshop for New Chapter Community Members

​About This Workshop

​Artificial intelligence is no longer something to bolt onto a family office — it is becoming the operating model. The most forward-thinking firms are using it to free their small, trusted teams from operational work and let them focus on what compounds: sourcing, relationships, and judgment.

​This members-only workshop gives New Chapter Community principals and next-generation leaders a practical, behind-the-scenes look at what an AI-first investment operation actually looks like — anchored in a real engagement where we are rebuilding a multi-division private capital firm around AI. No technical background is required. The focus is entirely on real-world application and immediate value.

​What You Will Learn

• ​How to structure your office so AI actually adds value — data, CRM, and process foundations

• ​How to deploy automated AI tools inside your operation — capturing meetings, drafting research, and surfacing context before every call

• ​Practical use cases for deal sourcing and research — turning hours of work into minutes

• ​How to save time on reporting and administration, including consolidating across custodians and asset classes

​Format

​Online workshop via Zoom

​Duration: approximately 60 minutes

​Featuring a live demonstration and open Q&A with an AI technology expert

​Who This Is For

​This session is exclusively open to New Chapter Community members. Spaces are limited to ensure an intimate and focused experience.

​Hosted by Alexandra Stahl, Founder of New Chapter Community