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ARG | COL | SP | MEX | USA | VEN
A private AI readiness and product generation sprint tailored for modern Family Offices
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Unlike typical innovation or executive workshops, our offer:
Understand where AI can simplify or support your current operations.
Co-build your first assistant—tailored to your tone, needs, and workflows.
Identify areas to reuse or evolve your tool into a long-term resource.
Readiness Diagnostic
Highlights workflows that could benefit from AI
Branded GPT Assistant
A real tool trained on your needs and style
Reusable Templates
Prompts and examples to build more tools independently
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Program Overview
Designed for family principals, advisors, and rising generations, this 4-week hybrid gives you the skills—and the tools—to begin using AI in a way that supports your values, simplifies your operations, and sets you up for long-term adaptability.
No tech background required. Just bring your questions, goals, and an openness to explore.
Duration: 4 Weeks
Format: Blended – Weekly online guidance + in-person workshops
Schedule: Tuesdays (in-person): 9 A.M. to 12 P.M. (local time or hybrid format)
Co-create a family-branded GPT using your tone, context, and needs
Evaluate impact and adoption
Capture learnings to share across generations
Tailored Email Campaigns: Foster relationships across diverse demographics.
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