Private SuperIntelligence
Reg S-P and AI vendors: what SEC-registered MFOs and RIAs must now check
Amended Regulation S-P and AI vendors: service provider oversight, 72-hour notice, compliance dates for smaller firms, and questions to send each vendor.
Private LLM vs. a private AI service
What a private LLM is, what hosting one on-premises or in your own cloud takes in hardware and staff, and when a private AI service is the simpler path.
Private ChatGPT for business: the options
Private ChatGPT for business: plans, the API with zero retention, Azure or Bedrock, open models you host, or a private AI service, and who sees your data.
Your private bank's AI vs. AI that works for the family
What private banks' AI tools do well, whose workflow they serve, and what changes when AI works for the family on the family's own information.
Private AI chat apps compared, and where do-it-yourself stops
The most private AI chatbot depends on who can see your chats. Venice, Maple, Tinfoil and Proton Lumo compared, and where a chat app stops for a family office.
Personal, safe and private superintelligence: three different questions
Personal superintelligence (Meta's term) knows you well. Safe superintelligence is about whether the model behaves. Private superintelligence: can you trust it?
Tracking K-1s across 30 entities
How family offices track K-1s across trusts, LLCs and funds: deadlines, extensions, estimates and the chase, and where AI takes the spreadsheet off your desk.
Is Claude, Copilot or Gemini safe for confidential information?
Is Claude, Microsoft Copilot or Gemini safe for confidential information? Each plan's training, retention and human review, from each provider's own terms.
How VC firms use AI, and what stays private
How venture firms use AI for sourcing, memos, portfolio monitoring and LP updates in 2026, from survey data, and what each use exposes of founder and LP data.
The family office technology stack
The single-family office technology stack in 2026: portfolio platform, accounting, document vault, email and AI, what each layer does and how they connect.
Family office operations, and where AI changes the staff math
Family office operations in 2026: what a lean team runs, what a $1B office spends, and which work AI can take on while people keep the decisions.
Family office cybersecurity, now that AI is part of the attack surface
Family office cybersecurity now includes AI: the 2024 to 2026 survey numbers, how AI widens the family's attack surface, and what to ask of every AI vendor.
Consolidated reporting across custodians, without the Excel export
Consolidated reporting across custodians, fund administrators and accountants: why it ends up in Excel, what AI changes, and what to require from any vendor.
A one-page AI policy for a single-family office
A family office AI policy on one page: what staff may paste into AI, which accounts to use, what AI may do on its own, and who approves new tools.
Deepfake wire requests and AI phishing aimed at family offices
Family office wire fraud now uses deepfake voices, fake video calls and AI-written email. FBI and FinCEN numbers, the Arup case, and callback rules that work.
Microsoft Copilot in a family office, what it can see and who sets that up
Microsoft Copilot for family offices sees what each user can open in email and files. See why permissions decide it, and who sets them up before staff use it.
What is confidential AI?
Confidential AI explained: confidential computing on NVIDIA GPUs, Azure and Apple Private Cloud Compute, what it protects, what it misses, how to check it.
ChatGPT for venture capital: decks, NDAs and LP data
Using ChatGPT at a VC firm: which plans train on pitch decks, what NDAs and side letters say about AI, and how to answer an LP's AI question in a DDQ.
ChatGPT for financial advisors: client data and compliance
Can advisers put client data into ChatGPT? What each plan keeps, books-and-records duties, Reg S-P vendor oversight, and what your CCO will ask first.
ChatGPT Enterprise or Private SuperIntelligence: choosing AI for a family office
ChatGPT Enterprise is a strong workspace. A family office needs AI it can trust with everything, built for one family and run for it. How the two compare.
Capital call notices: catching every one, across every trust and LLC
Catch every capital call notice across trusts and LLCs: what a capital call is, where notices get missed, and how AI tracks them while a person approves wires.
Building private AI in-house vs. a done-for-you service
Should you build private AI in house or buy it? See what Azure OpenAI and Amazon Bedrock handle, and the people and upkeep you'd supply yourself on each path.
AI tools for venture capital, and what each sees
AI tools VC firms use in 2026 for sourcing, diligence, memos, portfolio monitoring and LP reporting, what each sees of your data, and who each fits.
AI tools for financial advisors and RIAs, compared on client data
AI tools for RIAs and wealth managers compared on books and records, client data, training and Reg S-P vendor oversight, from notetakers to private AI.
The best AI tools for family offices, and who each one fits
The AI tools family offices use in 2026, from ChatGPT Enterprise and Copilot to Addepar and Masttro features and private services, with who each one fits.
The five questions to ask any AI vendor before it reads family email
An AI vendor due diligence checklist in five questions: training, retention, processing location, permissions and exit. A table to print and send to any vendor.
AI for LP reporting and investor relations
How AI drafts LP updates and quarterly reports from portfolio data with every figure cited, and what IR teams should check before it touches LP data.
AI for estate planning attorneys
AI for estate planning attorneys under ABA Rules 1.1, 1.6 and 5.3, consumer vs enterprise tools, engagement letter consent, and the Heppner ruling.
AI for CPAs, Section 7216 consent and client data
AI for CPAs and IRS Section 7216. Is putting a client's return into AI a disclosure? Consent rules, Rev. Proc. 2013-14, WISP and Safeguards Rule duties.
AI due diligence for venture capital
Using AI for VC due diligence: reading a data room, drafting the IC memo, checking claims with citations, and keeping the founder's data out of training.
AI compliance for RIAs
AI compliance for RIAs in 2026: SEC exam priorities, AI washing, books and records, AI notetakers and client consent, linked to the primary sources.
AI chats and attorney-client privilege for estate clients
AI and attorney-client privilege for estate clients. Read this before pasting a trust deed into a chatbot, with the 2026 Heppner ruling and ABA Opinion 512.
Addepar, Masttro and AI: what portfolio platforms cover
Looking at Addepar alternatives for your family office? See what Addepar and Masttro cover, their AI features, and the work around them they leave to you.
What is zero data retention AI?
Zero data retention AI means the model provider keeps no prompts or outputs after a response. See what ZDR covers, its exceptions, and how to check it.
Private AI vs public AI: what is the difference?
Private AI vs public AI compared: who runs the model, where your data lives, who sees prompts, plus on-premises, sovereign and air-gapped AI explained.
Private AI for family offices
A guide to private AI for family offices covering its uses, why public AI tools are a weak fit, and a six-layer checklist for choosing a vendor.
How to keep company data private when using AI
How to keep company data private when using AI: a six-layer playbook covering retention, outputs, agent permissions, model providers, storage and deployment.
Is ChatGPT safe for confidential information?
Is ChatGPT safe for confidential information? See how each plan handles training, retention, human review and memory, plus a checklist before you paste.
What is private superintelligence?
Private superintelligence is superintelligent AI you can trust with everything: your work, your data and your hardest questions. Definition and origin.