Your data never leaves your building.
Your own private AI chief of staff, running on hardware you own, that knows your business, your money, your properties, and your calendar, and never sends your data to the cloud.
The problem
Your CPA, your attorney, and your wealth advisor each have a piece of the picture, and none of them has the whole thing. A bill, a renewal, or a tax notice arrives, and you have to dig to know if it is real, while the AI tools that could help send your finances to someone else's cloud.
Who it is for
This is for a business owner who is still operating, or who recently sold a business and now has wealth complexity with no team.
It is not for someone who wants a cheap chatbot, investment advice, or a system built without access to their documents. If you will not share your statements and entity documents, the system has nothing to work with.
How it works
We start with an audit, prove it with a pilot on your real documents, then build the full system. You only pay the build fee if the pilot meets the success measure we agree on in writing.
The audit
We meet twice, inventory your entities, properties, accounts, and advisors, find where your documents live and who can see what, and pick the fastest win.
We also check the hardware you already own. Most owners already have a suitable Mac, so there is usually nothing extra to buy. We agree on a success measure in writing. If there is no clear win, we say so and stop here. A paid audit that says do not build is a good outcome.
The pilot
We put the private AI on one machine, over 50 to 500 of your real documents, not samples. We test it with 20 to 30 real questions that have known answers, and you use it daily for a week with one trusted person.
Then we review the results together and decide whether to expand, adjust, or stop.
The build
We ingest the full set of documents, set access rules so a spouse, assistant, or CPA sees only what they should see, and switch on the morning brief, the deadline radar, and document intake.
We train you in one session and leave a quick reference on what the system can and cannot do, and how to check its citations. A backup and upgrade plan is part of the build.
It is built on a private local AI stack: Qwen3, Ollama, and Open WebUI, with local document search over your own files. Nothing you ask, and nothing in your documents, leaves your building. After the one time model download, it can run fully offline.
What it does every day
Morning brief
What is due, what needs a decision, and what changed, in five minutes.
Ask anything
Ask in plain English over your own documents, with citations to the source file and page.
Deadline radar
Entity filings, tax estimates, insurance renewals, lease dates, and trust reviews, flagged 90, 30, and 7 days out.
Bill and charge watch
Duplicate charges, price jumps, and subscriptions, flagged for review. Nothing pays automatically without your approval.
Meeting prep
One page before every CPA, attorney, or advisor meeting: what they asked for, what you still owe, and the questions to ask.
Family operations
Calendar, travel, school, property maintenance, and staff tasks in one private place.
Document intake
Forward an email or drop in a PDF, and it is parsed, filed, and searchable in minutes.
The guarantee
If the pilot does not meet the success measure we agreed on, you do not pay the build fee. You keep the audit report and the test results. We fix the documents and the search first. We do not buy a bigger model to cover up a bad document set.
What it is not
It is not a replacement for your CPA, attorney, or wealth advisor. It prepares you for them. It is not investment, tax, or legal advice. It summarizes your documents and flags what to ask the licensed professional about. And it is not equal to the best cloud models on the hardest writing. Local models are excellent for chat over your documents, drafting, and summarizing, and we say that limit in writing.
What it costs
Audit
Credited toward the build if you proceed.
- Two meetings
- Full entity, property, and advisor inventory
- Fastest win named
- Success measure agreed in writing
Build
One time. You only pay it if the pilot meets the agreed success measure.
- Full document set ingested
- Access rules for spouse, assistant, and CPA
- Morning brief, deadline radar, and document intake
- One training session plus quick reference
- Backup and upgrade plan included
- Founding Client build: $14,500, first 3 clients only
Care
Or $24,000 prepaid for the year.
- Monitoring and monthly model and security updates
- New document intake
- Tuning the brief and the radar
- Priority help and quarterly review
- Founding Client Care: $2,000/mo in year one, first 3 clients only
There are no per token fees and no per user fees. The software licenses cost $0. Hardware is quoted at the pilot review, based on real usage, and most owners start at $0 extra because they already own a suitable Mac. If a dedicated server is needed, it is a one time purchase, typically $2,500 to $5,000 depending on the specification.
The Founding Client price is an exchange, not a discount. In return, we ask for access to measure results, honest feedback during the build, and a testimonial or referral introduction if the result is good.
How to start
Start with the audit. It is $2,500, credited toward the build if you proceed, and it gives you a written answer on whether there is a win worth building. If there is not, we will tell you, and you keep the audit report.
What happens next
Day 7
Audit complete, fastest win named, success measure agreed.
Day 21
Pilot live, tested, and in daily use.
Day 45
Full build live, morning brief running, deadline radar live, first advisor meeting prepared by the system.
Day 90
Care running, and you can say how much time it saved and which deadlines it caught.
From there, Care covers monitoring, monthly model and security updates, new document intake, tuning the brief and the radar, and priority help, with a quarterly review of what it saved and what to add next. Additional entities, properties, and automations are added as your needs grow.