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Resources

Make the AI decision with your eyes open.

Five guides for the questions that come after “we should use AI”: where data goes, who gets access, what can go wrong, who keeps it running, and whether enterprise software is enough.

Private AI ArchitecturePrivate AI for Family OfficesHow to choose among enterprise AI, private cloud, on-premises, and isolated systems for sensitive family-office work.Governance FrameworkAI Governance for Family OfficesA plain-English AI governance guide for family offices: who may use what, which data is allowed, who approves actions, and what happens when something goes wrong.Security and PrivacyPrivate-Wealth AI Threat ModelA threat-to-control guide for family offices using AI with confidential financial, legal, governance, and personal information.Decision FrameworkBuild, Buy, or StewardHow family offices can choose between enterprise AI software, a custom build, and a private system maintained with an outside steward.Suitability ComparisonPrivate AI vs. ChatGPT EnterpriseA practical comparison of ChatGPT Enterprise and private AI for family-office data, workflows, permissions, and portability.
Suggested order

Use the guide that matches the decision.

Choosing where data should live? Start with Private AI for Family Offices. If tools are already in use, write the rules with the governance guide, then use the threat model to look for weak points.

Deciding whether to buy software or build something tailored? Read Build, Buy, or Steward. Comparing a specific product? Use the ChatGPT Enterprise comparison.

Have a question the guides do not answer?

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