You get a custom built, auditable AI model. Trained on 50+ years of market regimes and your family’s exact cash flow DNA. It runs 10,000 live scenarios weekly, auto flags tail risks, and delivers Institutional level stress tests in a dashboard you can actually read. This is your family’s private quant desk.
- 10,000 scenarios/week
- Live dashboard + auto alerts
- Custom to your portfolio, cash flows, & alternatives.
Our team personally review every AI flag within 24 hours, translate it into English with action items, and quarterback your existing advisors. Think of us as your family’s Chief Risk Officer on demand.
- 24 hour AI Flag triage
- Advisor sync + Plain English actions
- Cheaper than a $2M internal CRO
Each December we run a full AI recalibration + live war game with your entire advisor team (wealth manager, tax, legal, insurance). You walk away with a binding 12 month playbook that has already stress tested liquidity, succession, and concentration risk. Past clients have used this to save $3M–$125M in avoided drawdowns or tax leakage.
- Full Advisor war room
- 12 month binding playbook
- Proven $3-$12M in avoided losses