Investment Approach & Direct Investing · from Family Offices & Multi-Family Offices in AI Answers — a directional read
“best multi-family office for a diversified global portfolio”
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: Citi Private Bank
Sources cited: forbes.com
Gemini
Named, in the order the answer mentioned them: Bessemer Trust · Rockefeller Capital Management · Stonehage Fleming · AlTi Global · Iconiq Capital · Cambridge Associates
Perplexity
Named, in the order the answer mentioned them: AlTi Global
Sources cited: swfinstitute.org, praxisrock.com, fundcomb.com, familyofficehub.io, withintelligence.com, dakota.com, canadianfamilyoffices.com, campdenfb.com, +9 more
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