--- title: iPaladin — The Family Office Agentic AI Roundtable · Spring 2026 description: Three roundtables for senior family office operators on agentic AI. Fix the architecture before the agents arrive. --- [Skip to main content](https://www.ipaladin.com/webinar-registration#main) [![iPaladin — The Digital Family Office](https://www.ipaladin.com/hubfs/Ipaladin_April2025/images/iPaladin_Logo_Tagline_White.png)](https://www.ipaladin.com/?hsLang=en) [Platform](https://www.ipaladin.com/platform?hsLang=en) [About](https://www.ipaladin.com/about?hsLang=en) [Security](https://www.ipaladin.com/security?hsLang=en) [Resources](https://www.ipaladin.com/resources?hsLang=en) [Resources](https://www.ipaladin.com/resources?hsLang=en) [Videos](https://www.ipaladin.com/videos?hsLang=en) [Log In](https://app.ipaladin.com/) [Schedule a Conversation](https://www.ipaladin.com/contact?hsLang=en) The Family Office Agentic AI Roundtable Spring 2026 # AI is about to make the wrong answer arrive faster. The principal cannot see across the structure. The institutional knowledge lives in someone's head. The custodial feed reports numbers without context. That is fragmentation. The market thinks MCP solves it. It does not. **May 21 · June 4 · June 18**2:00 PM ET · 40 minutes each **Live and recorded**Recordings sent within 24 hours ## Reserve your seat. One registration. All three sessions. First Name This field is required Last Name This field is required Work Email Please enter a valid email address Role Select your role Family Principal SFO Executive (CEO, COO, CIO) SFO Operator MFO / RIA Principal Outside Advisor Other Please select your role Firm This field is required Company Fax Reserve My Seat Calendar invitations sent for all three sessions. ### You're registered. Calendar invitations for all three sessions have been sent to your email. Recordings will follow within 24 hours of each session. Why this matters now ## Humans can navigate fragmentation. Agents cannot. Senior operators have held offices together across fragmented systems for years. They know which spreadsheet is current. They remember what the trustee said in February. They call the CPA when something does not reconcile. **Agents do none of that.** An agent pulling from fragmented systems will give you an answer that sounds confident — without the context that tells you whether it's right. 11 million views **Bill Ackman's X post on April 4 went public with the architecture problem this roundtable addresses.** Every operator who read it saw their own office in the story — and the consequences. Protracted litigation. Staff turnover. Three Roundtables ## Three roundtables. From diagnosis to demonstration. Thursday, May 21 2:00 PM ET · 40 minutes ### Operating in the Dark. Where family offices are right now — the principal who cannot see across the structure, the institutional knowledge in someone's head, the custodial feed reporting numbers without context. Where AI is right now — agentic, fast, accelerating. The gap between the two, and what closes it. [▶ Watch the replay](https://vimeo.com/1197501735?fl=tl&fe=ec) Thursday, June 4 2:00 PM ET · 40 minutes ### The Architecture Test. Every reporting platform in this market now claims agentic AI. The question stopped being whether vendors are claiming it. The question is which ones are real. Ten questions every family office should ask every vendor in their stack — and the same ten questions are the ten things you can explain to a principal or family member who asks what AI in our office means. Two audiences. Same architecture. [↓ Download: Eleven Questions for Every Family Office AI Vendor](https://www.ipaladin.com/hubfs/Eleven_Questions_for_Every_Family_Office_AI_Vendor.pdf?utm_campaign=27316544-Project%20Archimedes&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_Ymxh0QAc9J8pwtqYbNpUDHMwARNUS9JAqYWuQxrV2u3cbAQ4Xo_Ni4EVvny-5iQDmAt_F&hsLang=en) [▶ Watch the replay](https://vimeo.com/1198526517?fl=tl&fe=ec) Thursday, June 18 2:00 PM ET · 40 minutes Featuring Richard Reese Former CEO & Chairman, Iron Mountain ### The Bottleneck Test. A live demonstration on a real family office structure. Three trusts and one LLC. A capital call comes in, the trustee approves it on the principal's phone, and you watch the whole loop run from end to end. Richard Reese, who runs his office on iPaladin, joins to translate what you're watching. [▶ Watch the replay](https://vimeo.com/1202642769?share=copy&fl=sv&fe=ci) **Jill Creager** Founder & CEO, iPaladin Thirty-two years as a fiduciary expert serving generational families with complex private wealth. Founded iPaladin to give those families the platform she wished she could have given them as their attorney. **Gene Diveglia** Chief AI Officer, iPaladin Architect of AARK™, the AI layer running inside iPaladin. Co-inventor on iPaladin's pending AI patent. ## Fix the architecture before the agents arrive. Three Thursdays, starting May 21st. [Register for the Trilogy](https://www.ipaladin.com/webinar-registration#register-form-top) Or read the resources we'll be working from: [The Architecture Test](https://www.ipaladin.com/ten-questions?hsLang=en) · [Why the work is still done by hand.](https://www.ipaladin.com/ghost-transaction?hsLang=en) ![iPaladin — The Digital Family Office](https://www.ipaladin.com/hubfs/Ipaladin_April2025/images/iPaladin_Logo_Tagline_White.png) iPaladin Holdings, Corp · © 2026 · Built for single family offices, embedded and virtual offices, multi-family offices, and the RIA, legal, and accounting firms that deliver family office services. U.S. Patent Nos. 10,789,572 · 11,631,051 · 12,314,903 · AWS · Zero customer data breaches since 2010