Inserviss Labs
Reporting, Operations & Custody · from Family Offices & Multi-Family Offices in AI Answers — a directional read

multi-family office for a family that wants to keep its own custodian

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

When we asked, 1 of 3 engines named a family office. 6 distinct firms were named in total, never the same across every engine — see the breakdown below.

ChatGPT

No tracked firm named.

Gemini

Named, in the order the answer mentioned them: Pathstone · Cresset · Ballentine Partners · Stonehage Fleming · UBS · AlTi Global

Perplexity

No tracked firm named.

Sources cited: wefamilyoffices.com, wealthranking.org, rbcis.com, hassium.co.uk, bruellan.ch, prweb.com, boulaygroup.com, bny.com, +11 more

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