Most family offices need an AI strategy before they need an AI tool. We provide senior AI leadership — retained, named in your governance, at the table when AI decisions arrive. Without the full-time hire.
Staff use consumer tools to do real work — ungoverned, unlogged.
Weekly pitches arrive. None built privacy-first for family offices.
Principals ask AI about their wealth. You have no visibility.
Senior AI leadership for family offices — retained, named in your governance, and at the table when AI decisions arrive. Monthly or quarterly. On-site or video. Available between sessions.
Periodic refresh, aligned with family priorities and what's emerging in the market.
SOP maintenance, trust-tier updates, independent vendor screening on the office's behalf.
Briefs principals and rising-gen on AI as it evolves around them — without inflating it.
Monthly or quarterly retainers. On-site or video. Available between sessions when something arrives that can't wait.
A seat at the table — not a vendor on retainer. The role family offices increasingly need, without the C-suite hire.
Quarterly anonymized cross-family learning across the FOX network. What's working. What isn't.
We listen to your office and deliver a tailored AI strategy, governance SOP, and roadmap. Calibrated to your family — not to a vendor's playbook.
Who can use AI. What data it touches. What happens when something goes wrong. Tool authorization, data classification, trust tiers, incident response — built into how the office actually operates.
Independent screening of AI vendor pitches, with buy-versus-build analysis on the ones worth your time. Filtered through one question: can the principal defend the decision if something goes wrong?
Audit where your family's data lives and how it's protected — the foundation any AI sits on. Conducted independent of any platform we ever sell, so the audit is the audit.
The advisory is built around the family office — how it operates, what it can defend, how decisions get made. It extends naturally to private capital firms and adjacent fiduciaries when the shape of their work resembles a family office's. Generalist enterprise engagements aren't where we work.
The advisory draws on 35 years of family-office wisdom — patterns, precedents, what actually worked. None of which we invented.
We recommend "no AI yet" as comfortably as we recommend a tool. We'll tell you when our own platform isn't the right answer.
Thirty minutes. We listen first. No deck.