The AI Family Office Masterclass

Architect or Reinvent Your Family Office for the AI Era—Faster, Smarter, Sovereign.
Led by Angelo Robles | June 23-24 2025 | New York City 

This is your window. Two days. One decision. A lifetime of advantage.

This summer in New York City, you have the rare opportunity to learn directly from the leading mind shaping the future of the family office — not a theorist, but a principal actively transforming his own Wyoming-based SFO into a sovereign AI Family Office.

The world isn't waiting. Neither can you.
AI is not coming — it’s here. And it’s reshaping everything faster than most family offices can even comprehend.

Most family offices don’t have direct competition.
But you do compete against:

• Entropy (natural decline across generations)

• External Risks (geopolitical, economic, technological shocks)

• Other Families (who adapt faster to opportunity and influence)

• Time itself (those who act now, lead tomorrow)

If you think standing still is safe — you're already losing ground.

At this Masterclass, you’ll learn how to build, accelerate, and protect your family's future using private, sovereign AI systems — faster, smarter, and ahead of the curve.

You’ll walk away with a full blueprint, a vetted resource network, and a customized 90-day acceleration plan to stand up your own AI-native Family Office.

The AI revolution isn't coming—it’s here.

In the race against disruption, the slow don't lose politely. They vanish.

For Over Two Decades, AI Family Office Masterclass Founder & Host Angelo Robles been at the forefront of family office leadership:

•  Founder and principal investor in his own Wyoming-based SFO and HoldCo
•  Builder of sovereign capital structures
•  Architect of intelligence-driven frameworks for wealth, governance, and continuity

AI isn't an upgrade. It's an extinction-level event for legacy models.
And Angelo's not theorizing about it—he's living it.
He's actively converting his own SFO into a true AI Family Office: sovereign systems, private compute, agent orchestration, first principles-driven governance.

Now, for the first time, Angelo is opening the blueprint.

The Future Isn't Adapting. It’s Assembling. Fast.

The traditional family office was built for administration.
Staffing. Reporting. Risk mitigation.

The AI-native family office is built for cognition.
It thinks. Learns. Predicts. Executes autonomously.

The Old SFO:

•  Human effort, manual diligence, fragmented tools, slow decision cycles.

The AI Family Office:

•  Private AI agents synthesizing global intelligence 24/7
•  Real-time diligence simulations
•  Dynamic tax optimization across jurisdictions
•  Autonomous investment committee simulations
•  Sovereign, private decision engines adapting faster than any human team

The old model scales effort.
The AI Family Office scales cognition.
And the compounding advantage will be exponential.

99% Will Follow.

1% Will Build the Future.

Most family offices will spend the next decade reacting.
A select few will architect intelligence, sovereignty, and compounding advantage while the rest fall behind.

This Masterclass is for the builders.
For those who understand that the real competition isn't other families—
It’s entropy.
It’s technological acceleration.
It’s time itself.

In two days, you’ll gain what others will spend ten years trying to catch.

Who This Masterclass Is For:

This experience is designed for those who shape the future of wealth, intelligence, and legacy inside family offices:

✅ Family Creators and Principals
Founders and wealth creators ready to future-proof their family capital through AI-native strategies and sovereign infrastructure.

✅ Rising Generation Leaders
Next-gen family members who will inherit not just wealth—but the responsibility to lead in a machine-driven world. (And who recognize that yesterday’s playbooks won’t survive tomorrow.)

✅ Family Office Executives and Key Decision Makers
CIOs, CEOs, COOs, and trusted senior executives tasked with reimagining systems, operations, and investing in an AI-first era.

✅ Strategic Advisors to the Family Office Community (Selective Participation)
Select investment advisors, consultants, and technologists who advise family offices—and need to understand how AI is fundamentally reshaping the terrain.

"Good intentions don't build enduring family offices.
Relentless learning, strategic reinvention, and elite skill acquisition do.
Excellence isn't inherited — it's engineered.
And in the age of AI, anything less is a liability." - Angelo Robles

Why This Masterclass is Unlike Anything You’ve Experienced

Inside the Masterclass: You Will Learn to Build

✅ The Intelligence Stack We Use: 

•  Private NVIDIA DGX Spark clusters for in-house LLM fine-tuning
•  Fully loaded Apple M4 Max Mac Pros for sovereign compute
•  Private Ollama → Run open-source LLMs locally (LLaMA 3, Mistral, DeepSeek) with no cloud risk
•  Anthropic Claude models fine-tuned on your data, your thinking. Claude’s Strength = Advanced Reasoning. Claude models are best-in-class at understanding long, complex, nuanced documents. 
•  Notion AI supercharged with internal SOPs, org charts, investment records

✅ Building Your AI Workforce: From Agents to Autonomous Intelligence Networks 

Learn how to design and customize your own sovereign AI agents—agents that don't just assist, but autonomously research, synthesize, analyze, and act within the ethical and strategic parameters you define. These aren’t black-box cloud assistants. These are private, family-tuned cognitive engines.

Then, move from isolated agents… to orchestrated intelligence networks:

• Microsoft’s AutoGen orchestrates your agents to think, debate, prioritize, and decide—operating like a 24/7 executive committee built from code.
• Google’s ADK (Agent Development Kit) secures and deploys your agents to act, report, and control across your family office’s private infrastructure—without cloud dependency.

The Future SFO Isn’t Staffed—It’s Architected

The future family office isn’t about hiring more people.
It’s about building smarter systems.

Your edge won’t come from adding analysts, assistants, or layers of bureaucracy.
It will come from deploying AI Integration Engineers, AI Builders, and Machine Learning Strategists—the architects who design, train, and optimize your sovereign AI agent networks.

🔹 Engineers who connect your systems into a thinking organism.
🔹 Builders who customize agents to your family’s philosophy.
🔹 Strategists who turn machine learning into asymmetric advantage.

The family office of the future won’t just manage wealth.
It will engineer intelligence—and the right builders make it possible.

It's architected by builders—AI Integration Engineers, AI Builders, and Machine Learning Strategists.

But here’s the key:
You don't have to start with a full-time AI team.
You start with assignments.
You start with strategic projects. 

We'll show you how to:

•  Find and engage world-class AI talent on a project basis to build your first sovereign agent networks
•  Structure pilots: 90-day assignments that turn manual workflows into living, learning AI ecosystems
•  Vet and onboard AI builders who can architect agents, fine-tune models, and integrate your private infrastructure—without committing to massive overhead 
•  Move from external talent to internal capability—once the ROI is proven, predictable, and profitable

You don't need to build a Silicon Valley startup inside your family office.
You need sovereign cognitive leverage—strategically, affordably, and fast.

We'll teach you:

•  Where the best AI builders hide (hint: it’s not on LinkedIn)
•  What assignments to give first (hint: agents that think and decide)
•  How to measure success (hint: 10x output, 10% cost, 10x speed)
•  When to scale up to internal hires—only when the leverage curve justifies it

The smartest family offices of tomorrow won’t just hire smarter.
They’ll build smarter—from day one.

•  How to structure instructor loops so your agents think, prioritize, and allocate like your family
  Agents are only as good as their alignment. You'll learn how to build training protocols (instructor loops) that embed your family's investment philosophy, governance values, and strategic preferences into every decision an agent makes.
•  How to create multi-agent intelligence networks—where agents debate, self-critique, and refine outputs autonomously
  This isn’t automation.
  This is autonomous cognition.
  You'll see how to orchestrate agent swarms that:
•  Simulate investment committee debates
•  Challenge assumptions in tax and estate planning
•  Run multi-step risk analysis across asset classes
•  Surface hidden asymmetric opportunities at machine speed
•  How to future-proof your office with agent-to-agent orchestration (AutoGen, ADK, and beyond)
  One agent is useful.
  Ten agents—talking, critiquing, and building decisions together—is a superpower.
  You’ll learn how cutting-edge SFOs are building private sovereign agent clusters to execute entire workflows—without humans in the loop until final decision validation. 

In short:
You won't just leave knowing what AI agents can do.
You'll leave knowing how to architect your own army of agents—private, sovereign, trained on your values, acting on your behalf.

This is the foundation of the next-generation family office:
A living, breathing intelligence network. Built by you. Controlled by you. Scaling 24/7 without friction.

AI agents will not replace replace your best talent.
But they will become an integral part of your team—and over time, they will replace entire layers of manual work, friction, and inefficiency.

The future family office will not need more people to grow.
It will need smarter orchestration—where human judgment leads, and machine cognition handles the execution. An employee will manage a pod of intelligent AI agents performing the work you once assigned to humans. The future belongs to those who master human–AI collaboration.

It’s about multiplying what matters—so human capital is spent on creation, leadership, decision-making—not repetitive work.

In the AI Family Office:

•  5 people with 50 agents will outperform 50 people with 5 tools.
•  Judgment becomes the rarest and most valuable asset.
•  Families gain resilience—not dependence.

The Coming Reality: AI as the Control Layer for Everything

"AI won't just support operations.
It will control operations.
In investing, in governance, in estate structuring, in macro risk management—
AI becomes the decision engine, the monitoring system, and the first responder.
It is the new control layer for wealth, risk, opportunity, and legacy."

"If you don't own your AI control layer—someone else will." - Angelo Robles

Integrating AI Agents with Private Company Intelligence: Why It Matters for Family Offices

In the new era of asymmetric investing, speed and intelligence are everything.
AI agents aren’t just data miners — they are strategic force multipliers when connected to the right private market intelligence sources.

Imagine linking your sovereign AI agents to private company databases like:
✅ Crunchbase (venture capital and startup profiles)
✅ Preqin (alternative assets, private equity, hedge funds)
✅ PitchBook (private company financials, rounds, M&A data)
✅ CB Insights (emerging tech, venture trends, corporate intelligence)
✅ PrivCo (in-depth private company financials)
✅ CapIQ Private Markets (for deeper, premium-level insights)

Here’s what happens when you integrate:

🔹 Instant Intelligence on Deal Flow
Your AI agents scan thousands of companies autonomously, rank asymmetric opportunities by your family’s custom criteria (sector, stage, founder quality, financial velocity)—and surface them in real time.

🔹 Real-Time Screening and Prioritization
Instead of analysts spending weeks researching hundreds of companies, your AI agents filter and present the top 5-10 targets aligned with your family’s asymmetric advantage.

🔹 24/7 Private Market Monitoring
Your agents track live intelligence on target companies:
➔ New funding rounds
➔ Executive team changes
➔ Regulatory filings
➔ Cross-border M&A signals
➔ Expansion into strategic markets

You intercept opportunities early—before they hit mainstream headlines.

🔹 Continuous Strategic Diligence
Your AI doesn’t just gather data. It synthesizes, compares, and flags potential red flags—building an evolving “opportunity map” customized to your family’s investment thesis.

Cracking the Code

✅ Owning Your Intelligence: Private Models, Private Compute, Private Sovereignty

In the AI Family Office, ownership is everything.
The old world rented office space and technology.
The new world?
You own your systems. You own your models. You own your intelligence.

Here’s why it matters—and exactly how to build it:

•  Deploy Private, Open-Source Models—Tuned to You
  Instead of relying on external APIs from OpenAI, Anthropic, or Google—which expose your prompts, data, and strategy—you will deploy sovereign models.
  Running LLaMA 3, DeepSeek, and Mistral models privately via Ollama (or even direct from containerized deployments) gives you:
•  Full control over your AI’s memory
•  No external logging or surveillance risk
•  Complete ability to fine-tune models to your family’s philosophies, investment styles, and governance frameworks
•  Run Your AI Stack Locally—With No Cloud Dependency
  This is why technology matters.
  With a NVIDIA DGX Spark supercomputer in-house, and Apple M4 Max Mac Pros as mobile sovereign compute hubs, your family office is no longer dependent on Amazon, Microsoft, or Google clouds to think.
  Your AI runs inside your walls.
  Your data stays private.
  Your strategy never leaks.
•  Why Renting AI is a Mistake
  If you're renting compute and models from public clouds, you're leasing your intelligence—at best.
  At worst, you're training the very models that will compete against you.
  The AI Family Office doesn’t rent. It owns:
•  The data. 
•  The models. 
•  The decision-making infrastructure. 
•  How to Integrate Sovereign AI Without Sharing with the World
  We'll walk you through how to:
•  Set up private Ollama instances on-premises
•  Fine-tune LLaMA 3 models on proprietary datasets
•  Use NVIDIA DGX hardware to accelerate training—without touching external clouds
•  Lock down your tech stack with air-gapped networks, private VPNs, and end-to-end encrypted environments

The Future Isn't SaaS.
The Future is Sovereign Systems.

"The most powerful family offices of the 2030s won’t be the ones with the best advisors. They'll be the ones with the best internal private intelligence networks—compounding insights, decisions, and asymmetric advantages day and night." - Angelo Robles

After you've built your sovereign internal intelligence—your AI agents, your AutoGen orchestration, and your ADK-secured deployment—
the next layer of mastery is knowing what external technologies can amplify your edge even further.

✅ The Real Technology Family Offices Are Using Right Now: 

•  Velvet: Automates venture capital and private equity workflows—investment memos, LP reports, and due diligence—all in one AI-driven platform.
•  Koyfin + BloombergGPT: AI-enhanced macro analysis
•  Synaptic + Preqin + Tegus: Private market diligence powered by AI
•  Composer + RunwayML: Visual intelligence storytelling for next-gen family leadership
•  SentinelOne + Vanta AI: Full AI-enhanced cybersecurity and compliance stack

You don’t just automate tasks. You architect an intelligence ecosystem—where internal sovereign agents work in concert with best-in-class external platforms.

This is how the future family office thinks, moves, and compounds advantage.

✅ Why Sovereign AI Infrastructure Matters: 

•  Why relying on OpenAI’s API is a vulnerability
•  How to own your AI brain, your data, and your compute
•  How to deploy local models that think for you—not for someone else's cloud

✅ First Principles Thinking Over Best Practices: 

•  How "best practices" are a trap for those managing yesterday's risk—not tomorrow's opportunity
•  How to rebuild your entire family office structure as a sovereign cognitive engine, from zero

Why Urgency Matters

AI collapses the cost of intelligence.
Robotics collapses the cost of labor.
Clean energy collapses the cost of power.

The old question: "What does it cost?"
The new question: "What asymmetric advantage can we create now that scarcity is dead?"

If you don't act, you will be buying at the top—paying premium prices for obsolete human effort while your competitors operate at machine speed.

 Secure your seat. Shape the future. Own the edge.

👉 Click Here to RSVP and Pay to Secure Your Spot 

Why Early Adopters Will Win—Decisively

Today, less than 1% of single family offices are strategically integrating AI to build sovereign, private cognitive systems. The few who are—are gaining an advantage that may soon be impossible to match.

Because AI doesn't just speed up what you already do—it redefines what's possible:

• Operating 10x faster.

• Executing with near-zero friction.

• Making decisions with asymmetric clarity.

In a world where capital, influence, and opportunity flow to those who act first—being an early mover in building an AI-native family office is the new compounding edge.

This isn’t about adopting another tool.
It’s about owning the future infrastructure of wealth control, governance, and generational leadership—while others are still debating spreadsheets.

This is your moment.
Gain the edge now—or spend the next decade trying to catch up.

Logistics

📍 Location: New York City
🗓 Dates: Summer 2025 (Announced privately)
👥 Seats: 10 Families Only
💵 Investment: $15,000 (includes 2 principals per family office)

🔹 Includes: 

•  Full Intelligence Stack Blueprint
•  Private Resource Guide (engineers, AI builders, machine learning talent)
•  Customized 90-Day Launch Plan for Building Your AI Family Office
•  Private Cognitive Investing Dinner Experience

Tradition Won't Save You. Velocity, Vision, and Intelligent Design Will. 

The future doesn’t reward tradition.
It rewards velocity—how fast you learn, adapt, and act.
It rewards vision—the clarity to see shifts before they’re obvious.
It rewards design—how intelligently you build systems that scale beyond human limits.

In this new era, elite humans coordinated with private AI and autonomous agent networks will radically outperform traditional teams—
Not by working harder, but by thinking faster, seeing deeper, and executing with machine precision.

Legacy family office structures weren’t built for this.
They were designed for stability, compliance, and slow-cycle administration.
They are artifacts of a different world—a world that no longer exists.

The winners will not be the ones who inherit the best playbooks.
They will be the ones who build better engines. 

The future belongs to the family offices that become sovereign systems of intelligence—designed for acceleration, resilience, and exponential cognition.

Secure Your Future Before the Window Closes!

Let Me Be Very Clear:

•  Most family offices will not survive the AI transition intact. 
•  You have 12–24 months to get ahead—or be overtaken. 
•  If you wait for "case studies" and "industry norms," you will have already lost the edge. 

The future will belong to those who think faster, move earlier, and architect sovereignty now. The families who join this Masterclass will lead in the next era. Those who hesitate will spend a decade trying — and failing — to catch up.

This is your chance.
2 days.
10 families.
A lifetime of asymmetric advantage. 

Secure your seat. Shape the future. Own the edge.

👉 Click Here to RSVP and Pay to Secure Your Spot 

Family Office Strategist, Principal, and Futurist

Angelo Robles is a global authority on family offices, renowned for his bold vision, first-principles thinking, and relentless push toward future-proofed wealth structures. As a founder, educator, and innovator, Angelo has spent over 20 years helping the world’s most successful families architect sovereign, resilient, and intelligent family offices.

Angelo is not just an advisor—he is a principal.
He founded and actively operates his own Wyoming-based Single Family Office and HoldCo, giving him firsthand insight into the real-world demands of running capital, governance, and legacy in an era of exponential change.

As the creator of SFO Continuity, and now the architect of the AI Family Office movement, Angelo empowers families to break free from outdated, administrative-era structures—and build cognitive, AI-native systems designed to thrive in the age of machine intelligence.

He is one of the few voices in the industry willing to challenge legacy models—and replace “best practices” with first principles, strategic clarity, and sovereign control.

"The majority of family offices today are built for a pre-AI world.
The future demands new intelligence, new structures—and new leaders."
— Angelo Robles

Founder. Principal. Futurist. Architect of the AI Family Office.

Click Here to RSVP and Pay to Secure Your Spot 

Click Here to Schedule a Call With Angelo Robles. 

Your future begins here. Don’t let this opportunity pass you by.