Investment Approach & Direct Investing · from Family Offices & Multi-Family Offices in AI Answers — a directional read
“best family office for concentrated stock diversification”
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: morganstanley.com, blackrock.com, advisor.morganstanley.com
Gemini
Named, in the order the answer mentioned them: Pathstone · Cresset · Bessemer Trust · Rockefeller Capital Management · J.P. Morgan Private Bank · Goldman Sachs · AlTi Global · Iconiq Capital
Perplexity
No tracked firm named.
Sources cited: family-office-advisory.com, forbes.com, cressetcapital.com, entrustfamilyoffice.com, financialplanningassociation.org, capitalfounders.io, privatebank.citibank.com, darrowwealthmanagement.com, +11 more
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