AI Workshop

Friday, September 11 | 9:00am - 5:00pm

MEMBERS/NON-MEMBERS
Early Bird: $1,400/$1,800 |  $1,600/$2,000 After Aug. 21

From AI Fluency to Action: The Family Office AI Playbook

Everything you need to make confident AI decisions and begin implementing them. A practical, hands-on day for leaders who need to govern AI, protect the family, & identify high value AI opportunities.

Key Takeaways:

  • Family office AI action plan
  • AI governance checklist
  • AI vendor evaluation framework
  • Practical AI workflows ready for immediate use
  • Monday morning executive action plan

WORKSHOP AGENDA

Friday, September 11

Morning Sessions
  • 8:30 AM
    Registration Opens and Breakfast
  • 9:00 AM
    Welcome, Objectives and Survey of Attendees
  • 9:30 AM
    The AI Landscape: What's Real, What's Hype
    Everyone is talking about AI, but what can it actually do today? This session explores the reality behind the headlines, covering where AI consistently delivers results, where it struggles, and what's likely coming next. Through live demonstrations using real Family Office AI use cases, you'll gain practical insights to separate vendor promises from operational reality.
  • 10:15 AM
    Confidentiality, the Family Office Version
    Family offices face confidentiality risks that don't show up in a typical corporate risk assessment: physical security and everyday data, the family itself as the boundary to protect, and advisors who may already be running your documents through AI tools. You'll complete an AI Data Readiness assessment and a data classification exercise, then tackle the day's central exercise: deciding what data can safely touch these tools.
  • 11:00 AM
    Break
  • 11:15 AM
    The Three Decisions Every Office Now Faces
    Cut through the noise and focus on the three decisions every family office needs to make about AI: how much control you need over your data, what actually happens to a document once it enters an AI tool, and how to put AI to work on your files without giving them away. This session pairs a practical decision framework with interactive case studies.
  • 12:15 PM
    Luncheon
Afternoon Sessions
  • 1:15 PM
    The Internal Tiered Decision-Rights Matrix
    Before any AI tool goes live in your office, three questions need clear answers. What is the tool allowed to do on its own? Who reviews what it produces? And who owns the output if it's ever challenged? This session walks through building a decision-rights matrix that answers all three.
  • 1:45 PM
    Governance Questions to Ask Any Provider
    Someone in your office needs to own the "is this safe to use" decision, and this session helps you figure out who that should be. You'll leave with a one-page set of governance questions to bring to any AI provider, including this one, and including your law firm and your accountants.
  • 2:15 PM
    From Risk to Opportunity: Practical AI for Family Offices
    Your office will meet AI in two different roles: as an operator running its own business, and as an allocator evaluating investments. This session works through realistic scenarios so you can identify the ones most relevant to your office and see what similar offices are actually doing. It closes with a hands on AI Workflow Lab, where you'll build practical workflows you can put to use as soon as you're back at your desk.
  • 3:15 PM
    Break
  • 3:30 PM
    Breakout Groups
    This is where the day turns into commitment. In small groups, you'll identify your first three moves: specific steps, each with a named owner, sorted into what to start right away and what deserves a closer look first.
  • 4:30 PM
    Wrap Up
    The note you'll send your team Monday morning, and the three moves that need to be in it.

WORKSHOP FAQS

I would like to sponsor the workshop, who do I contact?

Please email Kent Lawson, Chief Operations Officer, at klawson@familyoffice.com.

Is the AI Workshop included with attendance to the Technology and Risk Management Showcase?

No, an additional fee is required to participate in the workshop.

MEMBERS
Early Bird: $1,400 |  $1,600 After Aug. 21

NON-MEMBERS
Early Bird: $1,800 |  $2,000 After Aug. 21

Can I attend  just the AI Workshop?

Yes, you can register for the Workshop without registering for the Showcase.

What is the dress code?

Casual attire is recommended.

What is your refund policy?

To provide flexibility to our members and guests, refunds of forum credits or registration fees will be granted up through the event, so long as you notify us of your cancellation via email at events@familyoffice.com.