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Family offices may be falling behind in adopting AI-driven efficiencies

How suited is AI for use by family offices? While all eyes are on its potential to offer infallible investment advice, family offices and advisors are more likely to leverage its ability to organize records, produce portfolio reports and identify investment opportunities within narrow criteria.

While the overall adoption rate may be low, some Canadian family offices and advisors who have embraced AI technology are enthusiastic about its impact on their operations. 

Bell Kearns, for instance, is working with Toronto's Vector Institute for Artificial Intelligence to develop tools to handle what CEO Helen Kearns calls "the Niagara Falls of quarterly reporting."

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Investing in Canada’s vital mining exploration industry

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This story is brought to you by PearTree Canada. 

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