When Principals Ask AI Instead of Their Advisors

Private Wealth Services attorney Eduardo Arista will speak during the Family Wealth Report's Family Office FinTech Forum 2026 on the growing role of artificial intelligence (AI) within family offices. Mr. Arista will examine how principals, investment teams and next-generation family members are increasingly turning to AI for guidance traditionally provided by advisors. Topics will include the use of AI in investment analysis and family office operations, the legal, tax and governance risks involved, and the implications for confidentiality and advisor relationships.