Private Consulting for Leaders
A premium, expert-led approach to using AI to design, grow, and protect wealth. Our private consulting engages directly with founders, executives, and professionals to turn noise into a disciplined capital strategy. We work quietly, precisely, and with outcomes that stand up in boardrooms.
Who We Serve & What You Gain
- Executives, practice owners, and investors seeking institutional discipline without the bureaucracy
- Professionals and PhDs who want a structured approach to building durable wealth
- Families designing multi-decade capital architectures and governance
- Clear capital design aligned to horizons, risk, and purpose
- Reduced inefficiency from cash drag, fees, and decision drift
- Disciplined deployment with guardrails, pacing, and review cadence
The Strategic Capital Shift™
1) Design
Map your capital across liquidity, roles, risk budget, and legacy intent. Establish governance and decision rules.
2) Grow
Identify AI-enabled leverage points and install a paced deployment plan to compound without emotional noise.
3) Protect
Guard against erosion via guardrails, rebalancing triggers, and a review rhythm that preserves progress.
Ways to Work Together
Foundations Sprint
4–6 weeks
- Focused working sessions (virtual)
- Capital design brief + action plan
- Two follow-on alignment reviews
Full Implementation
8–12 weeks
- End-to-end design, deployment, and governance setup
- Liquidity ladder + pacing calendar
- Attribution and variance tracking
Advisor to the Office
Quarterly cadence
- Executive briefings & review rhythm
- Decision guardrails and exception oversight
- Confidential collaboration with existing advisors
Admission by application. Capacity is limited to protect quality.
What You Receive
Capital Design Brief
Concise, board-ready narrative with target mix, roles, and governance.
Pacing & Liquidity Plan
12-month calendar with sequencing, thresholds, and liquidity ladders.
Guardrail Matrix
Pre-agreed triggers and actions that replace ad-hoc decision-making.
Attribution & Variance View
Simple dashboards for cause-and-effect and drift detection.
Executive Briefings
Quarterly sessions to review progress, reset priorities, and approve changes.
Discreet Collaboration
We coordinate with your tax, legal, and investment counterparts under NDA.
How We Work
Intake & Orientation
Targeted discovery to understand constraints, intent, and non-negotiables.
Working Sessions
High-signal workshops that convert complexity into a practical plan.
Delivery & Oversight
Documented deliverables, implementation support, and review cadence.
Discretion, Evidence, Execution
We operate with discretion and clarity. Our work is evidence-led, documented, and designed for decision-makers. We do not publish client names; references are available privately upon request.
Frequently Asked
How is this different from traditional advisors?
We’re strategy first. We design the architecture, guardrails, and cadence that advisors then operate within. Many clients retain us alongside existing providers to improve discipline and outcomes.
Do you sell investments?
No. We provide education and strategy. We coordinate with your chosen providers under NDA and your approval.
What does a typical engagement cost?
Foundations Sprints typically start in the low five figures; full implementations and ongoing advisory are quoted after scoping. We prioritize fit and outcomes over volume.
How do we begin?
Apply for consulting or request a Private Wealth Briefing™. If there’s a fit, we align scope and begin immediately.
Work with AI Wealth Strategist™
If you value clarity, discipline, and discretion, we’d be honored to help you design, grow, and protect wealth with AI—on your terms and timeline.