Sourced examples from real firms, sorted by the job they do. Every card shows where the claim came from and who made it. Every use case was reviewed by an editor before it went up; vendor claim means the source is the vendor itself.
Mr. Family Office sketches what an LLM-enabled office looks like in practice: document intake, internal diligence notes and a searchable knowledge base, with governance and privacy as the gating questions.
A builder made a family office dashboard that reads hundreds of fund and brokerage PDFs with Claude.
A former single family office controller used Claude Cowork to automate the household cash projection report.
Citi's interviews with single-family-office CIOs find the winning uses are everyday ones: summarizing documents, transcribing meetings, managing email and automating reports.
A 16-country study of family offices with $119B in combined wealth found 86% using AI to improve operations and data insights.
On The Agentic Allocator, Al Hemmingsen describes using Claude Code to migrate five decades of legacy records and automate reporting at a multi-generational single family office, saving about $10,000 a year and building internal apps the team reuses.
Anmol Goel on how a lean family office uses AI for diligence, knowledge management and agent workflows so a small team can operate at institutional scale.
Aleta shows 22 copy-ready prompts for asking Claude, ChatGPT, Copilot or Gemini questions over consolidated family office data via MCP: answering questions, modeling scenarios and automating document work.
A pattern for K-1 season: extract all 200+ fields from each K-1, cross-check against partnership returns, and post journal entries to the ledger with a link back to the source PDF.
Hand an assistant several capital call notices, have it extract amounts, dates and wire details, and show what it would post to the wealth platform before anything is booked.
Wealth reporting platform with AI document reading and MCP.
Wealth data and reporting.
AI authentication of artworks.
Alternative investment software.
AI collection data management and valuation for family offices.
Art market research, auction analytics and Art & Finance reports.
