Inserviss Labs
Choosing a Family Office or MFO · from Family Offices & Multi-Family Offices in AI Answers — a directional read

best family office for a family with 500 million in assets

MEASUREDN = 1 sample per engine — a directional read, not a statistical benchmark.

When we asked, 1 of 3 engines named a family office. 8 distinct firms were named in total, never the same across every engine — see the breakdown below.

ChatGPT

No tracked firm named.

Sources cited: forbes.com

Gemini

Named, in the order the answer mentioned them: Ballentine Partners · Bessemer Trust · Rockefeller Capital Management · Stonehage Fleming · Northern Trust · UBS · J.P. Morgan Private Bank · AlTi Global

Perplexity

No tracked firm named.

Sources cited: swfinstitute.org, fortune.com, anthonyeffinger.com, dev.swfinstitute.org, praxisrock.com, storage.e.jimdo.com, unbiased.com, allfamilyoffices.com, +11 more

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