{"podcast":{"title":"The UHNW Institute Podcast","slug":"the-uhnw-institute-podcast-6883548","podcast_index_feed_id":6883548,"rss_url":"https://feeds.captivate.fm/the-uhnw-institute-pod/","website_url":"https://www.uhnwinstitute.org/","image_url":"https://artwork.captivate.fm/bab8bd7e-6928-4462-9e91-4800b3db986d/5Eb2uym2uccENiBv8pRVCOct.jpg","author":"The UHNW Institute","episode_count":29,"summary":"THE UHNW Institute Podcast, a bi-monthly series, explores the wealth management industry that serves the UHNW, providing voice to the firms and families they serve as they seek to build, grow and nurture the wealth from one generation to the next. Looking beyond money, the podcast aligns with the Institute’s mission to incorporate the Ten Domains of Family Wealth, with topics related to the financial, investment, governance, estate planning, philanthropy, risk management, leadership, learning and development, health and wellness and family dynamics of the UHNW.","last_synced_at":"2026-07-06T12:18:26.524376+00:00","page_url":"https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548"},"episode":{"title":"Integrating AI into the Family Office: From Curiosity to Capability","slug":"integrating-ai-into-the-family-office-from-curiosity-to-capability","published_at":"2025-12-15T06:00:00+00:00","page_url":"https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548/integrating-ai-into-the-family-office-from-curiosity-to-capability","show_page_url":"https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548","url":"https://www.uhnwinstitute.org/","audio_url":"https://episodes.captivate.fm/episode/31170e44-892f-4208-9e5b-bc8841b3bec9.mp3","summary":"Episode Overview In this focused follow-up to the SFO Circle Clinic in Chicago, host Kristen Oliveri brings together three leading voices in family office technology to explore how artificial intelligence is being thoughtfully introduced into the family office environment. The discussion cuts through hype and looks at practical, values-aligned adoption. What You’ll Hear • Where family offices can realistically begin when exploring AI • How to frame AI as mindset, tool, and strategy • The importance of defining the purpose before selecting solutions • Practical operational use cases, from reporting to data analysis • Emerging applications in investment research and monitoring • Safeguards, governance, and risk considerations • Building team literacy and internal confidence • Preserving human judgement alongside automation • What to look for when choosing technology partners • How AI may influence the next generation of governance and decision-making This episode offers clear, grounded insight for leaders who want to explore AI without compromising culture, privacy, or family values. Host: Kristen Oliveri, Senior Family Office Advisor Guests: • Tania Neild, Founder and CEO, InfoGrate Wealth • Bill Wyman, President, Family Office Services, Summitas • Dan Gregerson, Co-Founder and CEO, Summitas","meta_description":"Episode Overview In this focused follow-up to the SFO Circle Clinic in Chicago, host Kristen Oliveri brings together three leading voices in family office…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2082,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-uhnw-institute-podcast-6883548/episodes/integrating-ai-into-the-family-office-from-curiosity-to-capability/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-uhnw-institute-podcast-6883548/integrating-ai-into-the-family-office-from-curiosity-to-capability.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}