Session 2: Decoding AI Without the Hype

1. AI Unleashed for Trustees & Family Offices™ — Frédéric Sanz (2024)

The Strategic Weapon for Mastering Compliance, Expanding Revenue, and Fortifying Resilience in the AI Era.
A definitive playbook for fiduciary leaders to understand AI as infrastructure, not hype. Explains implementation models, compliance automation, and client engagement strategies.
🔗 Read on Fiduciacorp

2. FIDUCIACORP Market Intelligence Report — July 2025

Exclusive intelligence on AI adoption trends in trust companies and family offices. Covers CRS 2.0 readiness, regulatory timelines, digital-first heirs, and the rise of agentic AI in fiduciary operations.
🔗 Read on Fiduciacorp

3. Designing Fiduciary Artificial Intelligence — Benthall & Shekman (2023, arXiv)

Introduces the concept of “Fiduciary AI”, where systems are designed to act with duties of loyalty and care. A rigorous academic framework bridging fiduciary law and AI governance.
🔗 Read on arXiv

4. Closing the AI Accountability Gap: Internal Algorithmic Auditing — Raji et al. (2020, arXiv)

Defines an end-to-end framework for internal algorithmic audits. Shows boards how to embed accountability throughout the AI lifecycle instead of outsourcing oversight.
🔗 Read on arXiv

5. Artificial Intelligence: Use and Oversight in Financial Services — U.S. GAO (2025)

A U.S. government review of AI use in finance, mapping benefits, risks, and regulatory gaps. Highlights issues of model risk management, data privacy, and third-party oversight.
🔗 Read the GAO Report

6. How AI Skews Our Sense of Responsibility — MIT Sloan Management Review (2024)

Analyzes how AI can erode human accountability and responsibility. Essential reading for boards to ensure fiduciary responsibility is not diluted by automation.
🔗 Read on MIT Sloan

7. Who Audits the Auditors? The Algorithmic Auditing Ecosystem — Costanza-Chock et al. (2023, arXiv)

Explores the emerging ecosystem of AI auditing, recommending independent audits, harm reporting, and standards to maintain trust in automated systems.
🔗 Read on arXiv

AI Governance Simplified: From Zero to Pro
A masterclass in turning AI complexity into clear governance frameworks. Essential for fiduciary leaders who must steer AI with authority, not hype.
🔗 Watch on YouTube

MIT Sloan — The Business of AI: What Every Company Needs to Know
MIT faculty outline what boards and executives must understand about AI’s impact on strategy, risk, and long-term competitiveness.
🔗 Watch on YouTube

Oxford — Governing AI: The Future of Trust and Accountability
Oxford experts explore the critical question: how can AI be governed to protect trust, accountability, and fiduciary responsibility?
🔗 Watch on YouTube

The Promise of AI Governance — CSIS
Vilas Dhar, President of the Patrick J. McGovern Foundation, discusses AI governance, public trust, and the global frameworks shaping fiduciary responsibility.
🔗 Listen on CSIS

The Road to Accountable AI — Kevin Werbach
A leading voice in digital governance, Kevin Werbach brings experts together to chart a path for responsible, accountable AI across industries.
🔗 Listen on Apple Podcasts