Investment Approach & Direct Investing · from Family Offices & Multi-Family Offices in AI Answers — a directional read
“best family office for a client with a large single-stock position”
MEASUREDN = 1 sample per engine — a directional read, not a statistical benchmark.
When we asked, 1 of 3 engines named a family office. 4 distinct firms were named in total, never the same across every engine — see the breakdown below.
ChatGPT
No tracked firm named.
Sources cited: fidelity.com
Gemini
Named, in the order the answer mentioned them: Bessemer Trust · Rockefeller Capital Management · Goldman Sachs · Iconiq Capital
Perplexity
No tracked firm named.
Sources cited: dakota.com, swfinstitute.org, dev.swfinstitute.org, unbiased.com, cnbc.com, eagle-private.com, family-office-advisory.com, investingintheweb.com, +9 more
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