Succession, Next-Gen & Philanthropy · from Family Offices & Multi-Family Offices in AI Answers — a directional read
“best family office for a family business transition”
MEASUREDN = 1 sample per engine — a directional read, not a statistical benchmark.
When we asked, 3 of 3 engines named a family office. 7 distinct firms were named in total, never the same across every engine — see the breakdown below.
ChatGPT
Named, in the order the answer mentioned them: UBS
Sources cited: pwc.com, ubs.com
Gemini
Named, in the order the answer mentioned them: Cresset · Bessemer Trust · Rockefeller Capital Management · Stonehage Fleming · Northern Trust · AlTi Global
Perplexity
Named, in the order the answer mentioned them: UBS
Sources cited: familywealthandlegacy.com, spearswms.com, ey.com, cowenpartners.com, rsmus.com, praxisgroup.com, deloitte.com, ofgltd.com, +10 more
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