Gwen Williamson Discusses AI and Investment Considerations for Family Offices With Family Wealth Report

Investment management partner Gwen Williamson spoke with Family Wealth Report about key considerations for family offices as they implement AI tools and navigate the broader investment landscape.

Williamson noted that while family offices are increasingly adopting AI, they should carefully consider privacy, data control, and potential risks before incorporating the technology into their operations. “Putting family information into an AI tool…Who is doing the due diligence? And where is all the information going?”

She emphasized the importance of maintaining human oversight as AI becomes more advanced. “We have to have the human in the loop,” she said. “If you’re a regulated entity that has to keep records, that transcript will go onto the record automatically. A human has to look at it.”

Williamson also shared that while AI stocks have helped boost equities this year, there is “extraordinary uncertainty” in the policymaking realm, including questions about how recent regulatory changes may evolve over time.