While nearly every wealth firm has an AI pilot, few have agents doing real work in production. This roundtable looks at what separates the two: where agentic AI is ready to take on end-to-end tasks in operations, servicing, and advisor support, how firms are setting up oversight, controls, and human checkpoints, and what the data and integration foundations need to look like first. Participants will compare notes on use cases, governance models, and the organizational changes needed to scale beyond the lab.