AI for Family Offices & Wealth Management,
for real.
One day of hands-on, confidential training for your managers, private bankers and analysts.
Faster due diligence, summaries of investment memos and tailored wealth reporting, with absolute respect for professional secrecy and the GDPR.
A massive document overload,
a demand for absolute discretion.
Your managers and analysts spend 40% of their time going through fund memos, consolidating reports and writing summaries. Yet the uncontrolled use of consumer tools exposes your firm to critical risks of UHNW information leaks.
Sovereignty & Method
Understand secure models, eliminate the risk of hallucination and frame legal compliance.
Real Business Workshops
Hands-on exercises on your real formats: Private Equity, committee memos and wealth reporting.
Maximum Participants
An intimate format guaranteeing direct hands-on practice and the set-up of operational tools.
Morning (3h)
sovereignty, models & regulatory framework.
Laying rigorous foundations suited to the demands of private finance. Understanding secure AI architectures and eliminating algorithmic errors of judgement.
LLMs, Agents & Local Models: Mastering the AI Landscape
What a large language model can do and what an autonomous agent can execute. Understanding the mechanisms to eliminate the risk of financial hallucinations and choose the right architectures for wealth management.
Data Sovereignty, Trade Secrets & GDPR
Risks of UHNW wealth and financial data exfiltration. Private inference solutions, local models with no data retention, essential contract clauses and strict GDPR compliance.
Elite Prompting & Financial Context Engineering
Learning to write foolproof instructions for analysing balance sheets, extracting shareholder agreement clauses and summarising investment fund memos without losing nuance.
Regulatory Framework: MiFID II, DORA & AI Act
Traceability obligations, algorithm explainability and AI governance in advisory and private wealth activities. Establishing a clear, reassuring internal charter for your staff.
Afternoon (4h)
hands-on workshops & business use cases.
Every participant works with tools configured for their role. Together we build workflows that can be reused directly day to day.
Due Diligence & Private Equity Fund Analysis
Instant extraction of key metrics from PPMs (Private Placement Memorandums), analysis of management fees (carry, hurdle), historical benchmarks and generation of summary sheets for investment committees.
Consolidated Wealth Synthesis & Reporting
Building an automated workflow to aggregate multi-account data, generate personalised executive summaries and prepare quarterly reviews for client families.
Regulatory Monitoring & Assisted KYC/AML Checks
Setting up a secure document assistant to analyse complex ownership structures, verify sources of funds and summarise cross-border tax developments.
Private Wealth Writing Assistant
Configuring a tailored AI environment for managers: allocation memos, summaries of confidential wealth meetings and personalised high-end correspondence.
Massive time savings on low-value tasks.
Analysing Private Equity memos
From 4 hours of reading and manual extraction to under 15 minutes to compare the key ratios (IRR, TVPI, carry structure).
Preparing investment committees
Automated synthesis of managers' proposals and formatting of clear, documented allocation files for client families.
Compliance checks and cross-border monitoring
Rapid analysis of tax developments and assisted document checks to anticipate transparency obligations.
One day.
A clear investment.
AI Training for Family Offices & Private Wealth
For one full day, up to 5 people. 20% VAT on top.
- In-house session at your offices (Paris, Monaco, Geneva, Luxembourg) or remotely
- Use cases prepared on your real memos and processes, under NDA
- Financial prompting guide and analysis templates given to every participant
- Framework for data security policy and GDPR compliance
Practitioners at the service
of exceptional finance.
We build in the strictest confidentiality requirements. Your data is never exposed.
No generic textbook cases. We work on your real reporting formats, memos and committees.
We deploy AI every day in demanding business environments in Paris, Monaco and Jakarta.
Frequently asked questions.
How do you guarantee the strict confidentiality of our UHNW clients' data?+
Confidentiality is at the heart of our programme. We train your teams to use APIs with a strict zero-retention policy (your data is never used to train models) and present the options for deploying open-source AI models in a sovereign local or private environment.
Do our managers and analysts need technical or programming skills?+
No technical prerequisites are needed. The training is 100% focused on business use cases. If your teams can use a spreadsheet and email, they will leave immediately operational and self-sufficient.
Can we work on our own document templates and memos?+
Yes, that is actually our recommendation. We prepare the session with you in advance under a non-disclosure agreement (NDA) to adapt the hands-on exercises to your investment memo formats, portfolio reviews and internal processes.
Which AI models and technologies do we cover during the day?+
We cover the leading models suited to complex analysis (Claude 3.7 / 3.5 Sonnet, OpenAI, sovereign models such as Mistral) as well as secure automation and document processing tools.
Does the training cover regulatory compliance (MiFID II, DORA)?+
Absolutely. We detail the European regulatory implications (AI Act, DORA, banking secrecy) so that AI is integrated into your family office or management company in full compliance with the legal framework.
Where does the session take place and how many staff can attend?+
The training is delivered in-house at your offices (Paris, Monaco, Geneva, Luxembourg or elsewhere) or remotely. The group is limited to 5 people to guarantee individual hands-on support.
Let's talk for 20 minutes
about your needs.
To frame your objectives, answer your confidentiality questions and define your priority use cases. No commitment.
welcome@histoires-digitales.fr