Family Office Services: Insights from Chief Investment Officer on AI Adoption in Family Offices

Chief Investment Officer recently published an article featuring Jennifer Quent, discussing how family offices are weighing artificial intelligence tools for operational tasks while keeping human advisers central to client relationships.

“You will never be able to automate the human connection and anticipation an intuitive adviser can create with a client,” says Jennifer Quent, director of family office services at accounting firm Kaufman Rossin. “At the end of the day, our clients want to be heard and cared for. You can program a robot to react in a certain way based off specific parameters, but in the end, it’s still a robot. We have all interacted with AI customer service bots on the phone and experienced frustrations and wasted time. Our clients still want to pick up the phone and talk to a real human or occasionally meet in person.” Quent’s comments reflect a broader trend the article identifies: family offices are increasingly adopting AI for research, reporting and risk analysis, but reserving key decisions and client relationships for humans.

As family offices weigh AI vendors and tools, the real differentiator isn’t the technology itself but how it’s paired with genuine advisory relationships. Firms that treat AI as a way to free up staff time for deeper client engagement, rather than a replacement for it, are best positioned to build lasting trust with UHNW families.

Read the full article in Chief Investment Officer.