Briefings
Premium research notes and white papers for professionals, executives, and experts navigating wealth in the AI economy. Each briefing is written in plain English, versioned, and tied to practical implementation through our consulting practice.
Recent Research & Executive Briefings
2025 Wealth Resilience Index™
How prepared are professionals and executives for the AI economy? Key statistics on inefficiency, gaps in growth design, and recommendations for protecting wealth against disruption.
The Strategic Capital Shift™
A three-phase methodology—Clarity, Design, Deployment—that transforms fragile portfolios into disciplined capital architectures designed for compounding and continuity.
Decision Drift & Discipline in AI Markets
Why executives lose capital to inefficiency and emotional decisions — and how AI-enabled guardrails restore clarity, consistency, and long-term compounding.
Briefings are educational and may reference composite scenarios. They are not investment, legal, or tax advice.
Ready to Move from Briefing to Action?
Implement your insights with AI Wealth Strategist™—begin with a Private Wealth Briefing™ or launch the Capital Diagnostic™.
© AI Wealth Strategist™. A Velien Group™ practice.