Family office·B14Knowledge and internal ops·May 11, 2026

Citi: family offices put AI to work on leanness, not alpha

Citi's interviews with single-family-office CIOs find the winning uses are everyday ones: summarizing documents, transcribing meetings, managing email and automating reports. Privacy is non-negotiable, and 22% now use AI for operations or investment analysis, up from 13% in 2024.

Sources

• S1citigroup.com ↗ · Firm or practitioner

Spot an error? Submit a correction

More use cases like this

• Family office · B14Running a family office on frontier LLMs
• Family office · B14Ocorian survey: 86% of family offices use AI in operations
• Family office · B14Building a $1B family office in public, with AI behind it
• VC · B14A VC picks $120 of AI subscriptions over an intern