AI for Family office
Sourced use cases and tools for Family office.
See the map: The family office & wealth AI stack →38 tools
Art authentication
Art data
Art valuation
Collection management
Winston Artory GroupAppraisal, provenance registry and art data (Artory + Winston Art Group)▶ 2 videos
ARTDAIAI collection data management and valuation for family offices
Collector SystemsCloud collections management software▶ 1 video
Artwork ArchiveArt inventory and collection management▶ 2 videos
CoveCollection monitoring, AI Q&A and certified appraisals
Data
Fund admin
LP tools
Meeting notes
Portfolio monitoring
AddeparWealth data and reporting▶ 3 videos
MasttroWealth platform for family offices▶ 3 videos
AsoraFamily office wealth platform
Eton SolutionsFamily office ERP▶ 3 videos
Landytech (Sesame)Investment reporting and consolidation▶ 3 videos
AletaWealth reporting platform with AI document reading and MCP
KuberaNet worth and asset tracking incl. alternatives▶ 3 videos
AltooWealth consolidation platform
RidgelineInvestment management platform▶ 3 videos
OrionWealthtech reporting and portfolio management
Wealth AccessWealth data aggregation and reporting
Asset VantageFamily office accounting and reporting▶ 3 videos
Kristal.aiDigital private wealth platform▶ 2 videos
TamarixFamily office software▶ 3 videos10 use cases
Running a family office on frontier LLMs
Mr. Family Office sketches what an LLM-enabled office looks like in practice: document intake, internal diligence notes and a searchable knowledge ...
Claudemrfamilyoffice.com · Aug 2026Family office dashboard reads hundreds of PDFs with Claude
A builder made a family office dashboard that reads hundreds of fund and brokerage PDFs with Claude. It scans the inbox nightly, classifies eight d...
Claudeworkandwhistle.co · Jun 2026Former FO controller automates the household cash projection report with Claude Cowork
A former single family office controller used Claude Cowork to automate the household cash projection report. Hours of filtering, pivots and lookup...
Claudetheaismartcpa.substack.com · May 2026Citi: 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 em...
Ocorian survey: 86% of family offices use AI in operations
A 16-country study of family offices with $119B in combined wealth found 86% using AI to improve operations and data insights. Only 7% are actively...
A family office CIO migrates 50 years of data with Claude Code
On The Agentic Allocator, Al Hemmingsen describes using Claude Code to migrate five decades of legacy records and automate reporting at a multi-gen...
Claudecastro.fm · 2026Building a $1B family office in public, with AI behind it
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...
Ask Claude/ChatGPT over consolidated wealth data via MCP
Aleta shows 22 copy-ready prompts for asking Claude, ChatGPT, Copilot or Gemini questions over consolidated family office data via MCP: answering q...
Aletaaleta.ioK-1 season pipeline
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 wi...
Capital call notices: extract and preview before posting
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...
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