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As a family office, you have to balance the needs of today with the long-term growth and security of a family's generational wealth. We help streamline the process of getting your family office up to speed with the latest trends in AI, Quantum Tech, and other emerging technologies that will influence the companies, investments, and competitive long-term position of the family.

Every family office with an associate portfolio of investments and portfolio companies is unique and one-of-a-kind and must be treated as such. We spend extra time with family members, key advisors, and company heads to understand and craft bespoke solutions.​

We can step in at any stage of the process, and you can scale up or scale down our participation as needed. 


What we can do for you:

  • Education of Investment Managers, Family Members, Company CEOs, and other key individuals. 

  • Work with individual portfolio companies to prepare them for sale, AI enablement, and more. 

  • Work with the investment team to develop an AI & Emerging Tech Heat map to identify companies that can be AI-enabled, companies that should be considered for divestment, and new companies/industries for the family to consider.

  • Develop customized AI Advisory & Development packages. 

We'd love to discuss your goals at your convenience. If you think we could be a good fit, reach out to us, and we will set a meeting with you within 24 hours to get the process started.

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