Ongoing advisory · for single family offices

The Chief AI Officer you don't have.

Senior AI leadership for family offices — retained, named in your governance, and at the table when AI decisions arrive.

The gap

No AI executive.

Family offices have a CFO, a controller, a head of ops. Almost never a CAIO.

No vendor filter.

AI pitches arrive weekly with no senior voice screening them.

No oversight in use.

Staff use AI. Principals ask AI. Nobody owns the question.

The work

AI strategy oversight.

Periodic refresh, aligned with family priorities and what's emerging.

Governance & vendor filter.

SOP maintenance, trust-tier updates, independent vendor screening on the office's behalf.

Family-side advisory.

Briefs principals and rising-gen on AI as it evolves around them.

How it works

On your cadence.

Monthly or quarterly. On-site or video. Available between sessions.

Named in your governance.

A seat at the table — not a vendor on retainer.

FOX peer council.

Quarterly anonymized cross-family learning across the network.

What you get

A seat at the table. Not a vendor on retainer.

FOX family-office wisdom meets deep AI, cloud, and security expertise. The role family offices increasingly need — without the full-time hire, without a generalist consulting firm, without the vendor's incentive problem.

How an engagement starts

Strategy starts with listening.

01. We listen.

A first conversation with the principals and the office. What you want AI to do. What it must never touch. Where it's already showing up.

02. We name the role.

A monthly or quarterly retainer, defined cadence, named in your governance documents. We show up the way the role would if you'd hired it.

03. We stay.

AI decisions arrive between sessions. So do we. The cadence is structured; the availability isn't.

Talk to a Fractional CAIO.

Thirty minutes. We listen first.

Talk to Falcon →