Family Offices are facing a new set of decisions around AI investing and adoption. Some see early opportunities in direct AI ventures, while others are focused on practical tools that improve diligence and portfolio management.
Join Danielle Patterson, CEO of Family Office Access, for a clear and grounded conversation with two respected voices in the space.
Jason Ma, Founder and CEO of ThreeEQ, brings decades of experience advising Single Family Office principals, UHNWIs, and next-generation leaders.
Angelo Robles, Founder of Family Office Association, offers a practical view of governance, risk, and innovation within modern Family Offices.
Together they will explore the rise of smart direct investing in AI and tech, the importance of talent and leadership in early-stage evaluation, and the practical decisions Family Offices must consider as they shape their strategy for the years ahead.
January 15th, 2026
Virtual