Private AI Advisory
Use AI.
Keep your edge.
Protect your time.
Private AI workflow design and implementation for executives and high-net-worth individuals who value outcomes over tutorials.
Limited to 12 active engagements per quarter
Active engagements per quarter, never more
Returned to you weekly, on average
Response time to every inquiry
Confidential, governed by strict privacy protocols
The Gap
The AI credibility crisis.
Most AI coaching is built for enterprise HR departments — teaching prompt engineering to 500 employees at once. Most concierge firms book your travel and dinner reservations. Neither solves the problem of making better decisions faster with AI you can actually trust.
of C-suite leaders use AI for tasks they’ve never been trained on
have made AI-informed decisions based on inaccurate data
of staff trust their leadership’s AI understanding
The result? Leaders who know AI matters but lack the time, framework, or trusted partner to implement it well. That is the gap we close.
Who We Serve
Built for leaders who value time over tutorials.
C-Suite Executives & Board Members
You need AI governance literacy, vendor evaluation frameworks, and workflow integration that saves 10+ hours per week — without the learning curve or the risk of looking uninformed.
02High-Net-Worth Individuals
Personal AI infrastructure: email triage, calendar intelligence, travel automation, family office document management — designed and maintained by a human advisor you trust.
03Family Offices & Private Wealth Advisors
Train your CIOs, EAs, and advisors on AI workflows that create leverage for the principals you protect. The gatekeepers become the enablers.
What We Do
Advisory. Implementation. Ongoing support.
Every engagement starts with a private briefing to understand your workflows, constraints, and goals. From there, we design a scope that fits your operating reality — not a template.
AI Workflow Architecture
Map your current tools, handoffs, and bottlenecks. Design AI-enhanced workflows with human approval gates, clear outputs, and measurable time savings. You review and approve before anything is built.
05Personal AI Infrastructure
Build and maintain your private AI stack: email intelligence, calendar automation, research synthesis, document triage, and family office operations — integrated with your existing tools and security requirements.
06Executive AI Literacy & Governance
One-on-one or small-group sessions on AI vendor evaluation, data security, EU AI Act compliance, and building internal credibility around AI-informed decisions.
07Team & Family Office Enablement
Train your EAs, chiefs of staff, and family office teams on AI tools that create leverage — so your inner circle operates at the speed you need.
We do not sell software subscriptions. We design, build, and maintain systems that work for you.
How We Work
From briefing to sustained advantage.
Private Briefing
A 60-minute confidential session to review your current workflows, tools, and friction points. No pitch deck. No generic assessment. Just your reality, mapped.
Architecture & Design
We design your AI workflow architecture — tool selection, integration plan, security protocols, and human approval checkpoints. You review and approve before anything is built.
Build & Implement
We build, integrate, and test. Your team is trained on the new workflows. Documentation is provided. Nothing is deployed without your sign-off.
Sustain & Optimize
Monthly or quarterly check-ins to refine, upgrade, and adapt as your needs and the AI landscape evolve.
Trust & Discretion
“In two weeks, we went from drowning in email and manual calendar scheduling to a fully automated triage system that saves our principal roughly 12 hours a week. The discretion and care throughout the process was as valuable as the technology itself.”
Family office client, ongoing advisory
Engagement Options
Invest in time returned.
We do not compete on price. We compete on outcomes, discretion, and time returned to you.
One-time
Private Briefing
$2,500
A confidential working session to map your highest-leverage AI opportunities.
- 60-minute confidential session
- Workflow assessment
- Recommended next steps
- No obligation to continue
Project-based
Workflow Implementation
$15K–$35K
Design and build of your core AI workflows, delivered end-to-end.
- Design & build AI workflows
- 1–3 core processes
- Team training included
- 30-day post-launch support
- Full documentation
Per month
Ongoing Advisory
$5K–$15K
A standing architecture partner as your needs and the landscape evolve.
- Monthly architecture reviews
- Workflow optimization
- New tool evaluation
- On-call support for your team
- Limited to 12 engagements
Every engagement begins with a private briefing. Response within 24 hours.
Your time is your most valuable asset. Let’s protect it.
Book a private briefing. We’ll map your current workflows, identify the highest-leverage AI opportunities, and define the clearest next step — whether that’s with us or not.
Response within 24 hours · All inquiries are confidential
