In-house training · Wealth Management · 5 people max
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.
- 3h sovereignty & fundamentals
- 4h business workshops
- 5 people max
- MiFID II & DORA
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.
- 3h
- Sovereignty & Method
- Understand secure models, eliminate the risk of hallucination and frame legal compliance.
- 4h
- Real Business Workshops
- Hands-on exercises on your real formats: Private Equity, committee memos and wealth reporting.
- 5
- 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
In-house1 800 €excl. VAT / day
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.
Security & Discretion
We build in the strictest confidentiality requirements. Your data is never exposed.
Tailored to Your Business
No generic textbook cases. We work on your real reporting formats, memos and committees.
Operational Practitioners
We deploy AI every day in demanding business environments in Paris, Monaco and Jakarta.
Frequently asked questions.
Request a tailored quote · Response within 24h
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