Human Accountability
AI informs analysis but does not independently determine conclusions. Final responsibility rests with the designated advisor.
Governance and accountability
Responsible AI
We apply generative AI within a disciplined governance framework designed to protect client trust, preserve intellectual integrity, and ensure human accountability.
Generative AI enhances analytical rigor and synthesis. It does not replace professional judgment. Every client recommendation is reviewed, validated, and owned by a Wawona advisor.
Our Commitments
Client Confidentiality
Confidential or proprietary client information is not entered into public AI systems without appropriate safeguards. Enterprise-secured environments are required for sensitive data. Client data is never used to train AI models without prior written consent.
Intellectual Integrity
AI-generated outputs undergo substantive human review and adaptation prior to delivery. We do not present unmodified AI content as proprietary firm thinking.
Accuracy and Bias Controls
AI-assisted work is evaluated for factual accuracy, source validity, hallucinations, and potential bias. High-impact recommendations require explicit human validation.
Governance and Oversight
Our Responsible AI framework includes approved tool governance, centralized logging of material AI use in client engagements, and annual policy review to ensure continued alignment with evolving regulatory and technological standards.
Generative AI may increase analytical velocity. Our standards of care, confidentiality, and accountability remain unchanged.