AI Enablement for Family Offices

Enabling the Next-Generation of AI-First Family Offices

Transform your family office operations with strategic AI expertise. We help you implement institution-grade AI solutions while preserving your family office's unique DNA.

Tailored

Foundation Package

4 Week

Foundation Programme

Enterprise

AI Solutions

The Opportunity

The AI Era is Here

Family offices today manage increasing complexity with lean teams. While institutional investors leverage advanced technology, many family offices rely on manual processes and fragmented systems. The AI revolution presents an unprecedented opportunity to amplify capabilities and implement institution-grade operations whilst remaining lean.

85%

Manual Processes

Average family office operations still rely on manual workflows

Excel spreadsheets, legacy platforms, manual data entry

10x+

Efficiency Transformation

Dramatic productivity improvements on key functions with proper AI implementation

4-6 hours of manual research completed in 30 minutes

Enhanced

Decision Intelligence

Advanced AI models provide deeper insights and analytical capabilities

Latest AI models achieve IQ-equivalent of 145+ on quantitative reasoning

50-75%

Admin Reduction

Benefit realisation opportunity based on specific use cases

Investment committee & board reports completed in <1 hour vs 3 hours

Traditional Family Office

Manual data entry and processing

Fragmented systems and spreadsheets

Dabbling with consumer AI tools

Limited analytical capabilities

Time-consuming reporting

Reactive decision making

AI-First Family Office

Automated workflows and intelligence

Unified AI-powered platform

Private, secure and reliable enterprise AI

Advanced analytics and insights

Real-time reporting and dashboards

Proactive recommendations

The Challenge

The Emerging Challenges of Ad Hoc AI

A significant number of family offices are exploring consumer AI tools, which introduces various challenges and risks. This trend mirrors a wider problem within the AI sector, where roughly 80% of projects reportedly fail (Ryseff et al., 2024). Many of these failures can be attributed to inadequate foundational elements, poor data quality, and an insufficient grasp of AI's capabilities, limitations, and associated risks.

Limited AI Expertise

Lack of specialised in-house AI knowledge and skilled personnel to implement and leverage advanced AI solutions effectively.

Missed Potential

Many family offices only scratch the surface of AI's potential, leading to limited adoption and a sense of disillusionment.

Privacy & Security Risk

Misuse creates security risks and leaves sensitive data exposed.

Reliability Gaps

Incorrect model selection and off-the-shelf AI tools produce inconsistent and unreliable outputs, including hallucinations, compromising critical decision-making.

High AI Overhead

Generic AIs demand constant manual effort, lack specific context, and are difficult to scale and maintain, leading to fragmented knowledge and systems.

Without proper strategy, AI adoption becomes a liability rather than an asset

Many family offices adopt basic AI tools but get stuck at surface-level implementation, creating security vulnerabilities and fragmented systems. Meanwhile, those with strategic AI deployment gain exponential advantages, leaving the unprepared far behind.

The Solution

ELab - Your Expert AI Enablement Partner

ELab is your AI enablement partner, offering strategic clarity and technical expertise. We specialise in AI-first investment management, applying expertise, tools and practices from our own investment management operations. We help Family Offices integrate AI, building knowledge, skills, and secure, enterprise-grade AI solutions, while tailoring solutions to their unique DNA.

Deep AI Expertise

Specialist team with proven experience in AI-first investment management

Enterprise Security

Robust security and compliance built into every solution

Tailored Solutions

AI solutions designed and configured for your unique family office DNA and specific processes

Rapid Implementation

From strategy to deployment in weeks, not months through our proven methodical framework

Implementation Approach

Our approach is built on a comprehensive partnership, moving beyond a purely tactical delivery of solutions. We focus on establishing strong AI foundations, developing essential skills within your team, providing thorough training, and crafting a clear strategic roadmap for sustained growth and innovation.

Strategic AI roadmap development

Hands-on team training and enablement

Tailored AI coworker and solution implementation

Continuous optimization and support

Your Success is Our Success

We bring proven expertise from working with family offices and running our own AI-first investment operations. Our battle-tested solutions are specifically designed for the unique needs of family offices and investment management, ensuring you get practical results that deliver real value.

Implementation

Your Journey to AI Excellence

A structured approach to AI transformation, designed to deliver immediate value while building long-term capabilities

Discovery & AI Fundamentals

Week 1

AI fundamentals & understand your needs

Strategy

Week 2

Design your AI roadmap

Implementation

Week 3

Deploy your first AI coworkers

Adoption

Week 4

Team adoption & optimization

Scale & Expand

Ongoing

Future sprints & additional coworkers

Discovery & AI Fundamentals

• Week 1

AI fundamentals & understand your needs

Strategy

• Week 2

Design your AI roadmap

Implementation

• Week 3

Deploy your first AI coworkers

Adoption

• Week 4

Team adoption & optimization

Scale & Expand

• Ongoing

Future sprints & additional coworkers

Foundation Package

4 weeks total implementation

Exploration & Strategy (2 Weeks)

AI fundamentals workshop for your team

Personalised exploration, including workflow analysis and opportunity mapping

Strategic roadmap development

Platform recommendations

Quick win identification

AI prototype

Platform & Initial Deployment (2 Weeks)

AI platform configuration

Operating procedure design

Knowledge base establishment and optimisation

AI coworkers configuration & testing

Team training and adoption support

*Additional coworkers and solutions can be delivered through follow-up development sprints

Pricing

Managed AI Service

Ongoing support and optimization

Continuous optimisation

Latest AI model updates

Technical support

Additional coworker deployment via future sprints

*New AI solutions and coworkers implemented through structured development sprints

Pricing

Custom pricing based on your specific requirements and service level

AI Coworkers

AI Coworkers for Family Offices

We offer a selection of Agentic AI coworkers and solutions that can be implemented iteratively through phases based on your needs and highest bang for buck. Each AI coworker is designed to amplify your team's capabilities in specific areas, delivering immediate value while learning your unique processes and preferences.

Investment Committee

Available Capabilities

Meeting prepMinutes generationAction trackingDocument generation

Capabilities

Administrative support • Correspondence drafting • Research • Scheduling • File management

Value

Institution-grade operations • Seamless coordination • Professional excellence

Success Factors

Maximising Success

Our approach is designed to ensure your AI transformation delivers lasting value and positions your family office at the forefront of the industry

Focus on Long-Term Capability

Building your internal capabilities and champions

Immediate Value

Practical knowledge and solutions from day one

Secure Foundation

Enterprise-grade solutions, secure and reliable

Specialist Expertise

Expert OCIO & AI Advisors for proven solutions and best practices

Scalable Growth

Start with 1-2 coworkers, expand based on success

Proven ROI Through AI Transformation

Our clients typically see positive ROI within the first 3 months through increased efficiency, enhanced decision-making, and reduced operational risk. The combination of immediate quick wins and long-term capability building ensures sustainable value creation for your family office.

Next Steps

Ready to Transform Your Family Office?

Schedule a confidential discussion to explore how AI transformation can deliver the most immediate impact for your family office operations and strategic objectives.

ELab AI Team

Family Office Specialists

hello@elab.co.nz

Enabling the next generation of AI-first family offices