AI readiness check for family offices
Ten yes/no questions. Give your office one point for each yes you can back with a document or a test record. The total matters less than the open answers: they are the list of things to settle before AI touches live family email, documents or reporting. Prakshal Jain (PJ), Co-founder and CTO, Private SuperIntelligence (by Mitosis Labs) Alexander Morris, Co-founder and CEO, Private…
Family offices are increasingly turning to artificial intelligence for various tasks, with 22% using it for operational purposes or investment analysis as of 2025, up from 13% in 2024. However, many firms lack a comprehensive AI policy or qualified personnel to oversee these tools. A readiness assessment consisting of ten yes/no questions can help determine if a family office is prepared to implement AI without risking data breaches or operational issues.
Scoring each "yes" answers contributes to a total of 0-10, indicating the level of readiness. Those with scores between 0 and 3 should establish a written policy and define one specific task with an assigned owner, while those scoring 4-7 should address the open answers and conduct testing using sample records.
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