Putting AI assistants to work in a family office, without exposing the vault

Our professional network's technology desk reports a clear shift this summer: organizations are moving AI assistants out of pilots and into production workflows, document drafting, meeting summaries and process automation are leading.

For a family office, the productivity case is real, but the boundary questions come first: which documents an assistant may read, where prompts and outputs are stored, and how permissions mirror the entity and trust structure rather than a flat file share.

Our view: adopt assistants for internal drafting and coordination first; keep tax documents, estate instruments and anything privileged inside the permissioned vault until your governance explicitly covers AI access. The productivity is durable, the leaks are too.