Ten-Question AI Readiness Check Helps Family Offices Prepare for AI Use

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A self-assessment of ten yes/no questions aims to help family offices judge whether they are ready to use AI on sensitive family information such as email, documents and reporting. Each yes answer earns a point only when backed by a current document or test record, and the open issues are meant to be the main output. Citi's 2025 survey reports AI adoption among family offices rose from 13% to 22%, while 57% cite lack of internal expertise as the top barrier. IBM's 2025 breach study found 63% of breached organizations lacked an AI governance policy or were still developing one, and one in five reported breaches involving unapproved shadow AI. The guidance stresses starting with one everyday task with a named owner, and clearly distinguishing between a provider not training on data and not retaining it, including in abuse-monitoring logs.

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