Family Wealth Report Summit - Panel Discussion
Автор: Eton Solutions International Pte Ltd
Загружено: 2025-12-04
Просмотров: 29
AI is reshaping how family offices operate, but the real shift lies in how firms build trust, train teams and scale technology responsibly. At the Family Wealth Report Summit, the panel on High-Impact AI Use Cases for Family Offices brought this into focus.
Aaron Olive, Vice President of Sales at Eton Solutions led the session with Jesse George, Managing Partner at Shade Tree Advisors; Dario Sarmiento, Chief Information Officer at NKSFB LLC; and Murali Nadarajah, CIO at Eton Solutions. Together they explored where firms should begin, why integrated data structures matter and how to move from early experimentation to measurable operational outcomes.
Across the broader summit, speakers reinforced the same themes highlighted throughout the agenda: disciplined execution, unified data and long-term resilience as the real differentiators in the next phase of AI adoption.
#FamilyWealthReport #FamilyOffice #WealthManagement #EtonSolutions #EtonAI #AtlasFive #WealthTechnology #AIinFinance
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