“best family office for a family with assets in multiple jurisdictions”
When we asked, 2 of 3 engines named a family office. 7 distinct firms were named in total, never the same across every engine — see the breakdown below.
Who does ChatGPT name?
Named, in the order the answer mentioned them: Cresset · Bessemer Trust · Stonehage Fleming · Northern Trust · UBS · J.P. Morgan Private Bank
Who does Gemini name?
Named, in the order the answer mentioned them: Stonehage Fleming · UBS · J.P. Morgan Private Bank · AlTi Global
Who does Perplexity name?
No tracked firm named.
Sources cited: l1gw.com, swfinstitute.org, theonefamilyoffice.com, withersworldwide.com, curtis.com, family-office-advisory.com, storage.e.jimdo.com, bernstein.com, +12 more
How was this measured?
We put this exact question to ChatGPT, Gemini, Perplexity as part of the Family Offices & Multi-Family Offices in AI Answers — a directional read study, once per engine, and recorded every firm each answer named and every source it cited. Each engine is reported on its own — never averaged — because engines name different firms for the same question. Only firms tracked in the study are matched, so a firm missing here may still have been mentioned.
What else do buyers ask about tax, trusts & cross-border structuring?
- family office for a family with US and European tax residency · open — nobody named
- best family office for cross-border trust structuring · 4 named
- multi-family office experienced with Swiss lump-sum taxation · 1 named
- family office for a family relocating from the UK to Switzerland · open — nobody named
- best family office for US person accounts and FATCA reporting · 6 named