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Family officeKnowledge and internal opsRun the firmReported use caseApprovedEditorial, unpaid

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.

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