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

multi-family office with an open-architecture custody model

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

When we asked, 1 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

No tracked firm named.

Sources cited: carta.com, wefamilyoffices.com

Gemini

Named, in the order the answer mentioned them: Pathstone · Cresset · Rockefeller Capital Management · Stonehage Fleming · Northern Trust · UBS · AlTi Global

Perplexity

No tracked firm named.

Sources cited: fundcount.com, wefamilyoffices.com, nessfo.ch, vccsingapore.com, altss.com, hub.waveup.com, schryverfamily.com, northlandwealth.com, +9 more

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