John O'Connell authored this article for Wealth Solutions Report where he discusses the AI governance gap in family offices. Even though most family offices are not RIAs and most do not answer to FINRA, light regulation does not mean light accountability when it comes to the use of AI tools.
In this episode of The WealthTech Podcast, John O’Connell breaks down what’s really happening at the intersection of AI, data, and modern wealth tech infrastructure. From dirty data and disconnected systems to the rise of AI-first platforms, this conversation gets into what advisors and family offices must do now to stay competitive.
The Oasis Group was named a finalist for the 'Family Office Management Consultancy (Non-Tech)' award in the 2026 Family Wealth Report Awards, published by WealthBriefing - a tangible recognition of outstanding performance, innovation, and distinction within the family office and wealth management industries.
