Family Offices are facing a new set of decisions around AI investing and adoption. While some are pursuing early opportunities in direct AI ventures, others are prioritizing practical tools that enhance diligence, operations, and portfolio management.
Join Danielle Patterson, CEO of Family Office Access, for a thoughtful and grounded conversation with two highly respected voices in the family office 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 pragmatic perspective on governance, risk, and innovation within modern family offices.
Together, they will explore the rise of smart direct investing in AI and technology, the role of talent and leadership in evaluating early-stage opportunities, and how family offices are approaching AI with both ambition and discipline.