AI is reshaping the way we live and operate — but for many family offices, it remains misunderstood, underutilised, or approached with unnecessary caution.
Designed for family office principals and advisers, this practical workshop demystifies AI, covering everything from how large language models actually work to the emerging world of autonomous agents that can execute complex tasks independently. Through real-world case studies— portfolio optimisation, due diligence automation, and intergenerational knowledge transfer — participants will see where AI delivers genuine value in a family office context.
The session also tackles the hard questions: governance, human accountability, Australian privacy law, data sovereignty, and regulatory compliance. It closes with a four-step implementation roadmap to help family offices move from AI-curious to AI-enabled, securely and confidently.
This masterclass explores:
- Where AI can deliver immediate value in a family office — from sharper investment insights to faster, more efficient operations
- How AI tools and autonomous agents can enhance decision-making while preserving human judgement and control
- Practical ways to streamline due diligence, reporting, knowledge management, and portfolio monitoring
- How to manage risk through strong governance, privacy safeguards, and compliance with Australian data and regulatory requirements
- A clear, practical roadmap to help your family office adopt AI with confidence and measurable outcomes
Speakers
Andrew Milroy
Andrew Milroy is the Founder of Veqtor8, a technology advisory firm based in Singapore. His work focuses on helping organisations unlock value from emerging technologies, with a particular emphasis on AI, data management, cloud platforms, and cybersecurity.
A recognised thought leader and speaker in the Asia-Pacific region, Andrew has more than two decades of experience advising enterprises and governments across multiple domains, including AI, data strategy, cloud computing, intelligent automation, IoT, cybersecurity, and customer experience. His current work centres on guiding organisations through AI adoption, data-driven transformation, and cybersecurity resilience.
In addition to his advisory practice, Andrew has served as lead cybersecurity analyst for Information Services Group (ISG) in APAC and as APAC analyst for the MIT Technology Review. He is also an adjunct lecturer at ESSEC Business School, Asia Pacific, where he teaches cybersecurity strategy to master's students.
He holds a BSc from Newcastle University (UK), an MA from Middlesex University (UK), and an MBA from MGSM (Australia).
Booking
Visit the Family Office Congress XVII Masterclass website to book your Masterclasses.
