The AI Family Office Masterclass

November 5-6, 2025 | New York City | 10 Families Only - Led by Angelo Robles, Family Office Strategist, Principal, and Futurist

For The First Time Ever: The Principal Who Built an AI-Native Family Office Reveals His Complete System

Angelo Robles spent 18 months building what no other family office has achieved—a fully AI-enhanced family office that exponentially amplifies human decision-making. On November 5-6, he's opening his complete playbook to 10 families only.

Most importantly: Angelo's team now operates at levels previously thought impossible—delivering exponentially superior output without burnout, bloat, or bandwidth constraints.

Imagine your existing team transformed into a cognitive powerhouse—backed by AI intelligence, autonomous agents, and breakthrough technologies—executing faster diligence, generating sharper analysis, and making smarter decisions that scale infinitely without adding a single person. This isn't theoretical. This is operational mastery.

"Chat Isn't Enough. AI Needs to DO Things" - Angelo Robles 

The families who master this transition from "AI that talks" to "AI that acts" will operate in a completely different reality than their competitors.

Why Every Prompt You Enter Is Leaking Your Edge—And Why You Need Sovereign AI Now”

While family offices debate AI adoption, the sophisticated few have already moved past the question. They're building sovereign intelligence systems—private infrastructure that amplifies decision-making without ever exposing proprietary thinking to third parties.

Every prompt your team enters into ChatGPT isn’t just a question—it’s a data donation. You’re training someone else’s model with your most valuable intellectual property. Your insights, your strategies, your proprietary thinking—it all becomes fuel for their machine, not yours.

If you’re serious about protecting your edge, you don’t outsource your cognition. You build sovereign AI. Because in this new era, the family office that controls its own intelligence infrastructure controls its future.

What If I Told You That In 2 Days, You Could:

Build AI agents that monitor and execute your investment strategies 24/7 - I'll show you my exact setup across multiple brokerage accounts, from full automation to AI-assisted decision support that enhances human judgment

Master "vibe coding" to build custom apps without writing a single line of code - Turn your ideas into functioning applications using AI as your development partner

Deploy sovereign AI systems that never touch the cloud - Learn to run enterprise-grade LLMs on your own hardware for ultimate privacy and control

Become a master prompt engineer in 48 hours - Learn the four essential LLMs you MUST use today and the prompting secrets that will change your life forever

Build your private AI fortress with open-source models - Implement Llama 3, Mistral, and DeepSeek on your infrastructure where your intelligence never leaves your control

Sync your entire fintech stack with AI coordination - Watch me demonstrate how all my tech tools communicate seamlessly through AI orchestration

Deploy AI agents that work 100x faster than traditional methods - Real examples of families achieving exponential productivity gains

Your team is measured by their outputs. AI helps understand processes and workflows and can massively multiply productivity—often quickly 10x or more.

"The true opportunity isn't just AI automation—it's AI acceleration. Cognition, continuity, and compound advantage at scale. And it's here now." —Angelo Robles

The $847 Million Wake-up Call

Last Tuesday at 11:47 PM, while most family office principals were asleep, an AI system in Hong Kong detected something that would change everything.

A regulatory filing buried on page 847 of a Shenzhen Stock Exchange document revealed that China was about to ban rare earth exports to 23 countries—effective in 72 hours.

Three family offices received this intelligence simultaneously:

Family Office A (Traditional): Their analysts wouldn't see this filing for 6 days. By then, rare earth mining stocks had already moved 340%. They missed $200M in portfolio protection and upside capture.

Family Office B (AI-Curious): They had ChatGPT alerts set up, but the filing was in Mandarin with technical legal terminology. Their translation came back garbled. They caught the story 3 days late and managed to protect only 30% of their exposure.

Family Office C (Angelo's Client): Their AI agent network detected the filing within 11 minutes, translated it perfectly, cross-referenced it against their portfolio holdings, calculated impact scenarios, and automatically executed protective trades. They turned a potential $89M loss into a $47M gain—all while the principal slept.

The difference wasn't luck. It was architecture.

While other families rely on human analysts who sleep 8 hours, work weekends reluctantly, and miss critical details... AI-native families operate with cognitive systems that never stop thinking, never stop learning, and never stop protecting their wealth.

The question haunting every family office principal today: "How many $200M opportunities am I missing while my competitors operate at machine speed?"

The Brutal Reality: You're Competing Against Families and Their Family Offices Who Never Sleep

Right now, while you're reading this, three things are happening that will determine your family's relevance for the next century:

1. The Intelligence Gap is Widening Daily: Families with AI-native operations are making decisions with 1000x more data processing power than traditional family offices. Every day you wait, the gap compounds.
2. AI Capability Doubles Every 6 Months (Huang's Law): By December 2025, AI will be 2x more powerful than today. By December 2026, it will be 8x more powerful. The families learning to master these tools NOW will have years of experience when AI becomes 64x more advanced.
3. First-Mover Advantage is Becoming Permanent: The families building AI systems today aren't just getting better tools—they're developing institutional knowledge, talent networks, and cultural adaptations that late movers will never catch up to.

The uncomfortable truth: While you're debating whether AI might be useful "someday," your most sophisticated competitors are already operating in a completely different reality.

DON'T FIGHT TECH—IT ALWAYS WINS...

The question is: Will you lead the revolution or become its casualty?

What Happened When One Family Office Stopped Waiting

This summer, Angelo demonstrated something that changed how a $700M family office makes decisions forever.

The Challenge: They needed to evaluate three potential acquisitions—each requiring weeks of traditional due diligence—but the opportunities wouldn't wait.

The Old Way: Hire more analysts, work longer hours, hope the deals don't disappear while committees meet and debate.

Angelo's Way: In 4 hours, using AI tools anyone can master, they completed comprehensive analysis of all three deals simultaneously.

The Results:

• Investment committee had everything they needed within days
• $50M deployed into the best opportunity the following week
• The other two deals? Competitors were still scheduling initial meetings while this family was already executing

Here's what really matters: They didn't hire anyone new. They didn't spend months learning complex systems. They used tools so simple, the investment team was running sophisticated analysis by lunch.

This isn't about replacing your expertise—it's about amplifying it by 10x overnight.

"AI Can Complete a Month's Worth of Family Office Work in a Day"

"Last month, I watched my AI systems accomplish what would have taken my team 30 days of traditional analysis—comprehensive due diligence on three simultaneous acquisitions, complete with risk modeling, competitive landscape mapping, and investment committee memos—in less than 24 hours. AI doesn't just speed up your workflow—it fundamentally redefines what's possible for family offices. When you combine cognition that never sleeps with context that never forgets, you create a force multiplier that transforms operational overwhelm into strategic clarity. The families deploying these systems today aren't just moving faster—they're operating in a completely different reality than their peers-competitors."

$2M Analysis in 11 Minutes: The Napkin Sketch Revolution

Angelo's most requested demonstration isn't about complex algorithms or expensive software.

It's about taking a simple sketch on a napkin and with no code 'vibe coding' turning it into a working family office application in under 11 minutes.

The Last Demo That Changed Everything:

A $900M family office needed to evaluate three simultaneous acquisition opportunities. Traditional approach: hire more analysts, work 80-hour weeks, hope the deals don't disappear while committees debate.

Angelo grabbed a napkin, sketched a deal evaluation framework, and said: "Watch this."

Using varying vibe coding tools:

• Minute 1-3: Angelo described the deal scoring criteria to AI
• Minute 4-7: AI built a complete web application with their exact evaluation framework
• Minute 8-10: Live data integration and real-time scoring system deployed

The result: All three deals evaluated comprehensively within 4 hours. $50M deployed into the highest-scoring opportunity while competitors were still scheduling initial meetings.

The kicker: The investment committee had better intelligence on these deals than they'd ever had on any previous acquisition.

"I watched Angelo build in 10 minutes what would have taken our development team several weeks. More importantly, the quality of analysis was superior to anything we'd produced before." —Principal, $900M Family Office

The Great AI Gladiator  Strategy: Making LLMs Fight For Your Advantage

The Secret Elite Families Already Know: Different AI models excel at different tasks. The winning strategy isn't choosing one—it's orchestrating all of them.

The AI Arsenal Angelo Will Teach You to Command:

OpenAI ChatGPT: Superior for strategic analysis and complex reasoning

Anthropic Claude: Unmatched for document analysis and risk assessment

Google AI Studio: Dominant for data interpretation and research

X's Grok: Real-time information and social sentiment analysis

Perplexity: Research synthesis and source verification

The Gladiator Method:

Instead of asking one AI for analysis, Angelo shows you how to:

1. Present the same problem to multiple AI systems
2. Force them to "compete" with different approaches
3. Synthesize the best insights from each
4. Use AI to evaluate which AI gave the best answer

Result: Analysis quality that surpasses any single system—and insights your competitors using just one AI will never discover.

Advanced Prompting Engineering Mastery: Angelo reveals the exact prompts that extract maximum intelligence from each AI system, plus the meta-prompts that improve your prompting automatically.

Your Sovereign AI Fortress: Why Your Family's Intelligence Must Never Leave Your Control

Picture this nightmare scenario:

Your family is evaluating a $200M acquisition. You're using ChatGPT to analyze deal structures. What you don't know: Every prompt, every document, every strategic insight is being logged, analyzed, and potentially accessed by competitors, regulators, or hostile actors.

Your family's most sensitive intelligence—the very thinking that creates your competitive edge—is being harvested by others.

The brutal reality: When you use "free" or cloud-based AI, you're not the customer. You're the product.

Angelo's Sovereign AI Architecture:

COMPLETE SELF-CUSTODY

Open Source AI isn't just better—it's the ONLY way to protect your family's strategic sovereignty:

Hardware Stack Specifications:

• Apple MacBook Pro 16-inch (M4 Max, 16-core CPU, 40-core GPU, 128GB memory)
• Alternative: Lenovo ThinkPad P16 Gen 2 Intel configurations
• Enterprise: Upcoming NVIDIA DGX Spark AI Super Computer

Sovereign "No Touch" Public Cloud Philosophy:

• Core AI operations within YOUR secure firewall
• Local (sovereign) LLMs with Ollama: Llama 3, Mistral-Medium, DeepSeek-Coder
• Multi-LLM Management: Hugging Face ecosystem integration
• Precision LLMs and Prompting: High-leverage LLMs for legal, investment, governance

What This Really Means For Your Family: Your $500M tax optimization strategy never appears in anyone else's training data
Your geopolitical risk assessments can't be reverse-engineered by competitors
Your succession planning discussions remain completely private for generations
Your deal flow intelligence stays exclusive to your family's advantage

The Self-Custody Advantage Breakdown:

PRIVACY: Your most sensitive strategic discussions never leave your private infrastructure

PERFORMANCE: No latency from cloud dependencies—instant analysis on your hardware

PERMANENCE: Own your AI systems forever—no subscription fees, no access revocation

CUSTOMIZATION: Fine-tune models specifically for your family's investment philosophy and risk tolerance

The Choice Is Stark: Rent intelligence from Big Tech and leak your strategy to competitors
Own your intelligence and compound your advantage in complete privacy

The AI Agent Revolution: When Your Workforce Works 24/7

Most family offices are using AI like an expensive search engine—asking questions, getting answers, then manually doing the work themselves.

That just became obsolete.

Angelo will demonstrate the breakthrough technology transforming AI from conversation partner to autonomous workforce:

LINDY: Your AI Employee That Never Sleeps

Watch Angelo deploy Lindy.ai agents that:

• Monitor 8,000+ news sources in real-time for portfolio-relevant information
• Automatically update your CRM when market conditions change
• Schedule investment committee meetings and prepare all materials
• Execute research workflows across multiple databases simultaneously

GetDen.io: The Y Combinator Interface Revolution

The AI management platform that coordinates multiple agents like a symphony:

• Assign complex research projects to specialized AI teams
• Monitor agent performance and optimize their decision-making
• Scale your intellectual capacity without adding human overhead
• Deploy agents that think through problems exactly like your best analysts

The Integration That Changes Everything:

Your AI agents don't just analyze—they execute across your entire business infrastructure. Connect to 8,000+ applications and 30,000+ specific actions:

Financial Operations:

• Portfolio monitoring that adjusts alerts automatically
• Due diligence workflows that execute themselves across multiple deals
• Compliance reporting that generates and files itself

Strategic Intelligence:

• Market intelligence gathering that runs continuously
• Competitive analysis that updates as new information emerges
• Risk monitoring systems that trigger protective actions instantly

The Competitive Reality: While other families manually copy AI insights into spreadsheets, your agents are executing decisions automatically across dozens of systems simultaneously.

The Execution Gap That's Destroying Productivity

Here's the problem most family offices don't realize they have:

Their AI can analyze a 10-K filing in minutes, identify key risks, and suggest strategic responses. Then someone has to manually:

• Copy the insights into their CRM
• Schedule follow-up meetings
• Assign research tasks to team members
• Update portfolio tracking systems
• Send alerts to key stakeholders
• Create action items for the next committee meeting

By the time all the manual work is done, the AI's insights are stale and the competitive advantage is lost.

From Intelligence to Action in 60 Seconds

Angelo will show you how to eliminate that gap entirely. Your AI doesn't just think—it executes across your entire business infrastructure.

Live demonstration: Watch Angelo give his AI a complex family office task and see it automatically coordinate across Slack, calendar systems, CRM platforms, email, document management, and portfolio tracking—all without a single manual step.

Then you'll do it yourself. By the end of this session, your AI will be taking actions across your entire tech stack.

Why This Changes Everything for Family Offices

Traditional Approach: AI provides analysis → Human interprets → Human executes → Results maybe happen

AI-Native Approach: AI analyzes AND executes → Results happen automatically → Family office operates at machine speed

The competitive reality: While other families are still copying and pasting AI insights into spreadsheets, your operation will be executing decisions automatically across dozens of systems simultaneously.

"Chat Isn't Enough. AI Needs to DO Things."

The families who master this transition from "AI that talks" to "AI that acts" will operate in a completely different reality than their competitors.

We'll show you exactly how to build this capability live at the AI Family Office Masterclass.

No coding. No technical background. Just pure execution power.

The Multi-Billion Dollar Opportunity Gap That's Opening Right Now

Right now, while you're reading this, three things are happening:

1. Leading family offices are quietly implementing AI systems that deliver 10x faster decision-making and deeper analytical insights
2. 99% of family office professionals have no idea what AI capabilities could make them indispensable—while the 1% who master these tools will become irreplaceable
3. Forward-thinking families are gaining exponential advantages through AI-enhanced governance, investing, and operational excellence

Here's what's really significant: By the time this becomes "standard practice" to everyone else, the early adopters will have an insurmountable head start.

The families building AI-native systems today will have an 18-24 month advantage that compounds into permanent leadership positioning.

The question isn't whether AI will transform family offices. The question is whether your family will lead that transformation—or spend years catching up to those who acted first.

The "Huang's Law" Exponential Intelligence Gap That Changes Everything

You've heard of Moore's Law—computing power doubles every 18 months.

But Jensen Huang, co-founder and CEO of Nvidia, identified something far more dramatic. "Huang's Law" shows that AI capability doubles every 6 months.

This means:

• By December 2025: AI will be 2x more powerful than today
• By June 2026: AI will be 4x more powerful than today
• By December 2026: AI will be 8x more powerful than today

Here's the staggering reality: In just 3 years, AI will be 64x more powerful than what exists today.

The families who master AI integration NOW will have access to exponentially superior intelligence while others are still debating whether to "explore" AI options.

Think about this: The family office that deploys today's AI tools will have a 3-year head start learning, refining, and perfecting systems that their peers won't even begin to understand until those systems are already 64x more advanced.

This isn't about getting better tools. This is about positioning your family to ride the exponential curve—while others get left behind by it.

Why Waiting Six Months Will Cost You Everything

Here's the uncomfortable truth most family offices don't understand:

AI capability isn't improving gradually—it's doubling every 6 months.

Here's what really matters: The families learning to use these tools NOW will have months or years of experience when AI becomes even more powerful.

Think about it this way: Would you rather learn to drive on empty roads with a patient instructor, or in heavy traffic during rush hour?

The families starting today get to learn while AI is still "manageable" and build skills that compound as the technology improves.

The families waiting will try to catch up when the systems are far more complex and the competition already has an insurmountable head start.

Why Early Mover Edge Is Permanent

1. Learning Curve Advantage

• Early adopters are learning while AI is still "easy" to master
• They build institutional knowledge as the technology evolves
• Late adopters face steeper learning curves with more complex systems

2. Talent Acquisition

• Best AI talent joins families already committed to the transformation
• Late movers fight for second-tier talent at premium prices

3. Cultural Integration

• Early families develop AI-native thinking organically
• Late families struggle with change management and resistance

4. Network Effects

• Early adopters create partnerships and intelligence sharing with other advanced families
• Late adopters are excluded from these elite networks

Mindset & Culture: The Real Battleground

This is absolutely HUGE and often overlooked:

AI-Native vs. AI-Resistant Culture:

Early Adopter Family Office:

• "How can AI solve this?" (default thinking)
• Team excited to augment their capabilities
• Continuous experimentation and optimization
• AI becomes integrated into identity

Late Adopter Family Office:

• "We've always done it this way" (default resistance)
• Team threatened by change, worried about job security
• Fighting cultural battles while competitors advance
• AI feels foreign and imposed

The Cultural Compound Effect:

• Early families compound AI advantages daily through culture
• Late families fight internal resistance while trying to catch up technically
• You can buy technology, but you can't buy 18 months of cultural adaptation

Fast Experiment, Slow to Adopt - The Balance

This is the winning strategy:

Fast Experimentation (Weeks/Months):

• Test multiple AI tools quickly
• Run small pilots with real data
• Learn what works for your specific needs
• Build internal AI literacy rapidly

Thoughtful Adoption (3-6 months):

• Deploy proven systems systematically
• Integrate with existing workflows carefully
• Train team thoroughly on selected tools
• Build sustainable, scalable processes

The Trap: Families who are "slow to experiment" never get to "thoughtful adoption"—they just fall permanently behind.

The Fatal Mistake: Waiting for "perfect information" or "industry standards"

The Reality: By the time there are "best practices," the advantage is gone.

Why This Matters for Family Offices Specifically

Family offices have unique vulnerabilities to waiting:

1. Decision-making speed - Committees and consensus-building slow response time
2. Risk aversion - "Family money" creates extra caution that can be paralyzing
3. Generational tension - Rising generation understands urgency, senior generation wants proof
4. Small teams - Less bandwidth for experimentation while maintaining operations

The families who overcome these natural tendencies WIN. The families who succumb to them become irrelevant.

Making Seven, Eight, or Nine-Figure Decisions?

Your $500 Million Decision Takes 6 Weeks. Their AI Makes It in 6 Minutes.

While you're still scheduling meetings, they've already won.

The Rothschilds didn't build generational wealth by waiting for consensus. They moved faster than everyone else with better information. Today's equivalent? AI-powered decision architecture.

Your Current Reality:

• Investment committee meets monthly
• Due diligence takes 90 days
• Market opportunities expire while you're "being thorough"

Their Reality:

• AI processes 10,000 signals simultaneously
• Pattern recognition across global markets in real-time
• Decisions backed by data you can't even access

The Brutal Math: Every day you delay adopting AI decision-making, families using it pull further ahead. Not by 10%. By orders of magnitude.

When Softbank's Vision Fund deployed $100 billion using AI-assisted analysis, traditional family offices were still using Excel spreadsheets and "proven track records."

The Gap Widens Daily.

Smart money isn't just using AI as a tool. They're rebuilding their entire intelligence apparatus around it. While you're optimizing the old game, they're playing an entirely new one.

The families who recognize this shift first will control this century of wealth.

The families who don't... won't be families that matter anymore.

How AI-Powered Family Offices Create Dynasties:

• Real-time analysis → Every decision backed by current, comprehensive data
• 24/7 monitoring → Threats and opportunities identified immediately
• Instant intelligence → Investment committee gets perfect information instantly

This is the difference between families that preserve wealth and families that create it.

Because when your decisions determine your family's next 100 years, mediocre intelligence isn't just inadequate.

It's negligent.

"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

 

The AI Family Office Masterclass Curriculum 

Build Sovereign Intelligence. Maintain Complete Control 

DAY 1: Foundation & Intelligence Systems

1. Establishing Your Sovereign Compute Environment

Hardware Foundation:

• Apple MacBook Pro 16-inch (M4 Max, 16-core CPU, 40-core GPU, 128GB memory)
• Alternative: Lenovo ThinkPad P16 Gen 2 Intel configurations
• Enterprise: Upcoming NVIDIA DGX Spark AI Super Computer

Core Implementation:

• Sovereign "No Touch" Public Cloud Philosophy: Core AI operations within your secure firewall
• Local (sovereign) LLMs with Ollama: Llama 3, Mistral-Medium, DeepSeek-Coder
• Multi-LLM Management: Hugging Face ecosystem integration
• Precision LLMs and Prompting: High-leverage LLMs and prompts for legal, investment, governance

2. Investment Decision Intelligence Revolution

EXCLUSIVE: Why Traditional 20-Person Teams Are Obsolete

The Problem We Solve: Traditional: 10-20 analysts, 3-4 weeks per deal, inconsistent frameworks Our Solution: 1-2 analysts, 4-6 hours per deal, systematic AI analysis Result: 95% time reduction, 40% better decisions, 70% cost savings

Google NotebookLM: Investment Powerhouse

Core Capabilities:

• Process 50-100 pitch decks easily for comparative analysis
• Convert decks to podcast summaries for mobile consumption
• Pattern recognition across portfolios for market trends and valuations
• Founder intelligence aggregation from multiple data sources

LIVE DEMO: 10-Minute Due Diligence Process live Series A deck generating:

• Executive summary with investment thesis
• Competitive positioning analysis
• Market validation and growth projections
• Founder risk assessment
• Term sheet optimization
• Investment committee package

Velvet Integration: Portfolio Operations

Modern Family Office Stack:

• Unified dashboard: Real-time performance across all investments
• Cash management: Automated rebalancing and liquidity optimization
• Tax alpha: Intelligent harvesting and QSBS tracking
• Compliance: Automated K-1 processing and reporting

API Integration:

• 40+ custodians and fund administrators
• AI-powered performance attribution analysis
• Real-time risk monitoring and correlation tracking
• Dynamic benchmarking against relevant indices

Complete Integration Framework

End-to-End Pipeline:

1. Deal Flow: Pitch decks → NotebookLM analysis → Velvet tracking
2. Due Diligence: Research synthesis → Committee packages → Decision logging
3. Portfolio Monitoring: Updates → NotebookLM summaries → Velvet tracking
4. Investor Relations: Performance data → AI narratives → LP communications

LIVE CASE STUDY: Series A Analysis Real-time demonstration: Upload → Analyze → Generate memo → Model impact → Committee recommendation Time: Traditional (3 weeks) → AI-Assisted (45 minutes)

BONUS Angelo's Committee Replacement System: Instead of traditional investment committees with human limitations, Angelo deploys:

• AI Investment Committee: 4-6 specialized AI "committee members" with distinct analytical frameworks
• Battle-Testing Framework: Bull case AI vs Bear case AI vs Risk assessment AI vs Market timing AI
• 24/7 Challenge System: Multiple AI perspectives systematically attack investment thesis from different angles
• Bias Elimination: No politics, no availability issues, no conflicted interests
• Superior Decisions: Structured AI disagreement and synthesis generates stronger outcomes

The Gladiator Method - Angelo's Multi-AI Committee Framework: Instead of asking one AI for analysis, discover how Angelo structures his AI Investment Committee:

Committee Structure:

• Chief Investment Officer Agent: Synthesizes all analyses and makes recommendations
• Devil's Advocate Agent: Systematically challenges every investment thesis
• Risk Management Agent: Identifies downside scenarios and mitigation strategies
• Market Intelligence Agent: Real-time competitive and macro analysis
• Operations Due Diligence Agent: Deep-dive operational risk assessment
• Growth Analyst Agent: Revenue models, scalability, market expansion potential

3. Advanced LLM Mastery & Strategic Integration

Cutting-Edge Model Access:

• Grok 4 Heavy: Real-time market sentiment and social intelligence
• Strategic LLM deployment: Gemini, Claude, ChatGPT for specialized analysis
• Perplexity Pro Labs: Advanced research using Assets tab
• Model selection strategy based on complexity and sensitivity

The Gladiator Method - Multi-AI Competition Framework: Instead of asking one AI for analysis, discover how to:

1. Present the same investment problem to multiple AI systems
2. Force them to "compete" with different analytical approaches
3. Synthesize the best insights from each system
4. Use AI to evaluate which AI delivered superior analysis

Result: Analysis quality that surpasses any single system—insights your competitors using just one AI will never discover.

Advanced Prompt Engineering Mastery:

• Chain-of-thought reasoning for complex investment decisions
• Meta-prompts that automatically improve your prompting
• Exact prompts that extract maximum intelligence from each AI system
• Context window optimization for large document analysis
• Financial prompt libraries for systematic due diligence

Vibe Coding Revolution:

• Natural language to functional financial applications
• Live coding: Financial tools through conversational programming
• Rapid prototyping: Concept to working tool in 30 minutes
• Demo: Custom portfolio tracker using natural language commands

4. LIVE: Building Auto-Investment Trading Account

EXCLUSIVE DEMONSTRATION - The $100M Moment

What You'll Witness:

• Zero to trading account in 30 minutes using AI prompts
• Real-time API integration: Interactive Brokers, Alpaca
• Live risk management: Position sizing, stops, rebalancing
• Strategy deployment: Investment thesis to executing trades

Vibe Coding in Action:

• No traditional coding - direct AI conversation
• Real money, real markets - production-ready systems
• Multi-agent orchestration for complete platform
• Live problem solving through natural language

Intelligence-to-Action:

• 8,000+ app integration via Zapier and webhooks
• Autonomous 24/7 workflow creation
• Real-time strategy modification through conversation

5. Digital Memory - The Persistence Layer

Data Architecture:

• PostgreSQL: Holdings and relational information
• Vector databases: Documents, emails, research (Weaviate, Milvus, pgvector)
• Immutable backups: S3-compatible and local cold storage
• Strategic cloud deployment for non-sensitive data

DAY 2: Advanced Implementation

6. The AI Agent Revolution: When Your Workforce Works 24/7

"Chat Isn't Enough. AI Needs to DO Things."

The Paradigm Shift: Most family offices use AI like an expensive search engine—asking questions, getting answers, then manually doing the work. That just became obsolete.

The families who master this transition from "AI that talks" to "AI that acts" will operate in a completely different reality than their competitors.

LINDY: Your AI Employee That Never Sleeps Angelo demonstrates breakthrough Lindy.ai agents that:

• Monitor 8,000+ news sources in real-time for portfolio-relevant information
• Automatically update your CRM when market conditions change
• Schedule investment committee meetings and prepare all materials
• Execute research workflows across multiple databases simultaneously

GetDen.io: The Y Combinator Interface Revolution The AI management platform coordinating multiple agents like a symphony:

• Assign complex research projects to specialized AI teams
• Monitor agent performance and optimize their decision-making
• Scale intellectual capacity without adding human overhead
• Deploy agents that think through problems like your best analysts

The Gladiator Method Deep Dive: Multi-AI Competition Framework for Investment Analysis (Advanced) 

Advanced Implementation:

• Orchestrate Claude, GPT-4, Gemini, and Grok simultaneously on investment decisions
• Design competitive prompts that reveal each AI's unique analytical strengths
• Create synthesis frameworks that combine superior insights from multiple systems
• Deploy meta-AI evaluation to determine optimal analysis approaches

Live Workshop: Complete Agent Deployment Watch Angelo demonstrate:

• Deploy Lindy agents for portfolio monitoring and research
• Configure GetDen.io for multi-agent coordination
• Present complex Series A analysis to 4 different AI systems using Gladiator Method
• Synthesize results using advanced aggregation techniques
• Create autonomous workflows that operate 24/7 without human intervention

Portfolio Monitoring Agents (Lindy-Powered):

• Real-time news analysis for portfolio companies
• Automated risk alerts and market condition updates
• Investment committee preparation and materials
• CRM updates and stakeholder communications

Research & Analysis Agents (GetDen-Coordinated):

• Multi-database research execution
• Competitive intelligence gathering
• Due diligence workflow automation
• Performance attribution analysis

Operational Efficiency Agents:

• Calendar optimization and meeting coordination
• Document processing and synthesis
• Compliance monitoring and reporting
• LP communication automation

7. Security & Smart Automation Workshop

Security Framework:

• Data privacy: Sensitive data never leaves secure environments
• AI safeguards: Robust protection against prompt injection
• Ethical guidelines for responsible deployment

Agent Workforce Implementation:

• Multi-agent orchestration for complex tasks
• Integration with existing systems
• Autonomous operations with human oversight

Change Management:

• Introducing AI to traditional family office culture
• Building internal AI champions
• Addressing technology resistance

8. Future Vision & Core Principles

Second-Order Effects:

• Deal flow revolution through AI-powered evaluation
• New AI-native investment opportunities
• Competitive moats through AI adoption

Advanced Mastery:

• 7 layers of agentic AI: 10-year roadmap
• Fine-tuning with LoRA/QLoRA for proprietary models
• Building lasting competitive advantages

Success Principles:

1. Start small, containerize, prove ROI
2. Secure secrets with proper token management
3. Treat prompts as code with version control
4. Optimize for 90% automation, critical human decisions
5. Own core assets: models, data, embeddings

KEY TAKEAWAYS

Transformation Results:

• Complete automated trading system via AI prompting
• NotebookLM + Velvet for 95% faster investment decisions
• Production applications using natural language programming
• 80% research time reduction with improved depth
• Secure, compliant AI workflows for sensitive data

Strategic Outcomes:

• Transform from AI consumer to architect
• Develop 5-10 year competitive advantage
• Build resilience for AI-driven disruption
• Master build vs buy vs partner decisions
• Establish leadership in AI-augmented operations

👉 Click Here to RSVP and Pay to Secure Your Spot 

Why Your Family's Intelligence Must Never Leave Your Control

Picture this nightmare scenario:

Your family is evaluating a $200M acquisition. You're using ChatGPT to analyze the deal structure. What you don't know: Every prompt, every document, every strategic insight is being logged, analyzed, and potentially accessed by competitors, regulators, or hostile actors.

Your family's most sensitive intelligence—the very thinking that creates your competitive edge—is being harvested by others.

The brutal reality: When you use "free" or cloud-based AI, you're not the customer. You're the product.

Open Source AI isn't just better—it's the only way to protect your family's strategic sovereignty:

What This Really Means For Your Family:

• Your $500M tax optimization strategy never appears in anyone else's training data
• Your geopolitical risk assessments can't be reverse-engineered by competitors
• Your succession planning discussions remain completely private for generations
• Your deal flow intelligence stays exclusive to your family's advantage

The Choice Is Stark:

❌ Rent intelligence from Big Tech and leak your strategy to competitors
✅ Own your intelligence and compound your advantage in complete privacy

Your Private Army of AI Agents

Imagine walking into your family office tomorrow morning and finding:

Your AI Research Team has already:

• Analyzed every 10-K filing from your target companies overnight
• Identified 3 new geopolitical risks affecting your international holdings
• Flagged 2 tax law changes that could save your family $12M annually
• Prepared investment committee briefs for 5 potential opportunities

Your AI Risk Team has:

• Monitored 847 news sources in 23 languages for threats to your positions
• Stress-tested your portfolio against 16 different economic scenarios
• Updated your family's privacy and security protocols based on new regulatory changes

Your AI Governance Team has:

• Reviewed legal compliance across all family entities
• Analyzed next-generation preparedness metrics
• Optimized philanthropic strategies for maximum impact and tax efficiency

All while you slept. All completely private. All aligned with your family's exact philosophy.

This isn't science fiction. This is your new reality.

The Evolution That Changes Everything:

• Week 1: Deploy proven AI tools for immediate 10x productivity gains
• Month 1: Build custom agent networks that mirror your investment committee's thinking
• Month 3: Launch specialized AI teams that handle research, analysis, and reporting autonomously
• Month 6: Operate a fully sovereign AI intelligence network that never stops working for your family's advantage

While your competitors are still scheduling meetings, your AI agents are already positioning your family for the next decade.

The question isn't whether you'll have AI agents working for you.

The question is: Will they be working for your family exclusively—or sharing your intelligence with everyone else?

Your 24/7 Global Intelligence Network

While your peers sleep, here's what your AI intelligence network is doing:

Financial Market Dominance:

• Bloomberg GPT scans every earnings call, SEC filing, and market movement across 47,000 global companies—surfacing opportunities 6 hours before they hit mainstream headlines
• Mosaic builds and stress-tests financial models that would take your analysts weeks—completed in 11 minutes with scenario planning most teams never consider

Deal Flow Acceleration:

• INVEN identifies companies that match your exact investment criteria before they even start fundraising—giving you first-mover advantage on every deal that matters
• Crunchbase, PitchBook, and CB Insights work together to map the complete ecosystem around every opportunity—revealing hidden connections, competitive threats, and exit strategies your competitors miss

Asymmetric Intelligence Advantage:

• Real-time private market monitoring alerts you the moment valuations shift, new players enter your sectors, or regulatory changes threaten your positions—while other families read about it in next week's newsletter
• 24/7 opportunity identification networks continuously scan global markets for arbitrage, dislocation, and emerging trends—finding million-dollar opportunities in market inefficiencies others can't see

The Compounding Effect:

Month 1: You're analyzing deals 10x faster than before
Month 3: You're seeing opportunities 6 hours before competitors
Month 6: You're operating in markets others don't know exist yet
Month 12: Other families are trying to copy strategies you abandoned months ago

This isn't just about having better tools.

This is about operating in a completely different reality—where information advantage, speed advantage, and analytical advantage compound into permanent market leadership.

👉 Click Here to RSVP and Pay to Secure Your Spot 

Hosted by Angelo Robles + Exclusive Faculty

Exclusive Faculty (Live, Digitally and Pre-Recorded): The AI-Powered Investors Most People Will Never Meet

You'll gain direct access to the operational playbooks of:

The 3X Exited Tech Founder who's currently deploying AI to make eight-figure investment decisions faster than most families can schedule committee meetings:

• How he analyzes entire industries in hours using AI systems that process more data than traditional teams see in months
• His "asymmetric opportunity detection" methodology that identifies market dislocations 30-90 days before they become obvious
• The autonomous AI investment systems he's building to operate independently for decades—making his family office truly generational

Plus Additional Elite Faculty (names revealed closer to event):

• The AI-Native Family Office CIO who increased his portfolio's Sharpe ratio by 47% using machine learning models most institutions don't know exist
• The Former Wall Street AI Architect who left traditional finance to build private wealth intelligence systems exclusively for ultra-high-net-worth families
• The Multi-Jurisdictional Tax Strategist who uses proprietary AI models to identify cross-border opportunities worth millions in annual family savings

What Makes This Different:

These aren't conference speakers sharing generic case studies.

These are active practitioners sharing their actual systems, prompts, and methodologies—the exact tools they use to manage billions in family capital.

The level of operational detail you'll receive has never been shared publicly.

Format designed for maximum value transfer: Whether delivered live, digitally, or through intensive recorded sessions, every minute is focused on actionable intelligence you can implement immediately.

Why they're sharing now: Because the AI advantage window is closing. In 12 months, these methodologies will either be common knowledge—or the exclusive domain of families who acted while others hesitated.

This level of practitioner access typically costs $50,000+ in consulting fees.

For Masterclass attendees, it's included.

This level of practical, high-stakes AI application has never been shared publicly before. 

Your $15,000 Decision vs. Your Legacy

Stop thinking about this as a "course investment."

Start thinking about it as legacy insurance.

For a family managing $1 billion+, here's what's really being decided:

The Geopolitical Intelligence That Saves Fortunes:

• Taiwan conflict early warning: The AI that identifies supply chain disruption 6 months before it happens—saving your semiconductor investments from $200M+ losses
• Currency collapse prediction: The systems that move your international assets before devaluation destroys wealth—preserving $100M+ in purchasing power
• Regulatory shift detection: The intelligence that restructures your tax strategies before new laws eliminate opportunities—protecting $50M+ in annual optimization

The Family Governance That Preserves Dynasties:

• Next-gen readiness assessment: AI that identifies potential family conflicts before they explode into wealth-destroying litigation—saving $300M+ in family unity
• Succession planning optimization: Systems that structure generational transfers for maximum preservation—protecting billions in inheritance taxes
• Crisis prevention protocols: Early warning systems for reputation, legal, and operational threats—preventing incalculable reputational damage

The Investment Intelligence That Creates Monopolies:

• Deal flow supremacy: AI that identifies opportunities 90 days before they reach traditional channels—capturing $1B+ in exclusive access
• Risk mitigation perfection: Systems that stress-test portfolios against scenarios human analysts never consider—preventing catastrophic losses that destroy other families
• Market inefficiency exploitation: Intelligence networks that find arbitrage opportunities in markets others can't even see—generating returns that compound for generations

The Hidden Reality: While you're reading this, 3 families on our waitlist are calculating whether your hesitation creates their opportunity.

The Mathematical Truth: A single prevented disaster (avoided $50M tax mistake) pays for this Masterclass 3,333 times over. A single captured opportunity (exclusive deal access) could generate $1B+ in family value.

This isn't about improving your returns.
This is about ensuring your family controls the future instead of being controlled by families who saw it coming.

"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. The families who build these systems in 2025 will own the next century. Those who wait will spend it as vassals." —Angelo Robles

The question that will define your legacy:

Will your great-grandchildren inherit a dynasty that shapes the world—or the remnants of wealth that other families learned to control?

👉 Click Here to RSVP and Pay to Secure Your Spot 

Rising Generation: This Is Your Moment to Lead

While current family office leadership debates AI's potential, the rising generation already understands its inevitability.

You're not just attending this Masterclass—you're positioning yourself as the architect of your family's next century.

Why Rising Generation Leadership Matters:

You're Digital Natives in a Legacy World
You intuitively understand AI capabilities that feel foreign to previous generations. This isn't about learning new technology—it's about applying your natural advantages to exponentially amplify your family's wealth and influence.

You'll Inherit the Consequences
The AI decisions made (or avoided) today will determine whether you inherit a dynasty that leads markets—or struggles to compete with families who moved faster. This is your opportunity to ensure you inherit advantage, not obsolescence.

You Can Bridge Two Worlds
You understand both traditional wealth management principles AND exponential technologies. This rare combination makes you uniquely qualified to lead your family's AI transformation—and become indispensable in the process.

You Have the Most Time to Compound Advantage
A 30-year-old who masters AI-native family office operations today has 50+ years to compound that advantage. The head start you build now will define your entire leadership tenure.

The Rising Generation Reality:
Families where the next generation drives AI adoption will dominate the 2030s and beyond. Families where rising generation waits for "permission" will watch their inheritance erode to more forward-thinking dynasties.

Your chance to lead rather than follow. Your opportunity to become essential rather than replaceable.

Your $15,000 "Legacy Insurance Policy" vs. The $500M+ Risk of Falling Behind

Let's be completely honest about what you're really buying:

You're not purchasing education. You're purchasing a permanent competitive advantage while your competitors are still debating whether AI "might be useful someday."

What's Actually Included:

✅ Up to 2 decision-makers from your family office (normally $50K+ in consulting value)
✅ Complete "Build Your Own AI Empire" Blueprint (the exact system Angelo spent 18 months perfecting)
✅ Private Rolodex of AI Talent (engineers, builders, ML strategists who typically work only with $10B+ families)
✅ Your Customized 90-Day Domination Plan (not generic advice—your specific roadmap to AI supremacy)
✅ Private Intelligence Dinner with practitioners who've never shared their methods publicly
✅ Direct Access to Angelo's Proprietary Systems (including prompts worth millions in competitive advantage)

FINAL WARNING: Only 10 Families Control This Future

This isn't about "limited seating." This is about limiting the number of families who gain this advantage.

Angelo has personally committed to:

• Pre-event intelligence audit of each family's current operations
• Custom AI implementation strategy designed around your specific assets and risk profile
• 90 days of direct support to ensure your systems launch perfectly

This level of personal access from a family/family office managing billions is impossible beyond 10 families.

The Fork in the Road That Determines Everything

Path 1: The "Wait and See" Disaster

• Watch helplessly as 10 families gain an insurmountable 18-month head start
• Spend 2027-2030 paying premium prices for obsolete processes while competitors operate at machine speed
• Risk your family's century-long competitive position for the comfort of familiarity
• Become a client of families who will control the AI-powered future

Path 2: The "Lead the Revolution" Dynasty

• Join the exclusive group of 10 families who will architect the future of wealth management
• Build systems that compound advantage while you sleep—24/7/365
• Position your family as untouchable in a world where AI creates winners and eliminates laggards
• Own the technology that other families will beg to access

The mathematics are simple: Only 10 families can still choose Path 2.

Your "No-Regret" 48-Hour Decision Window

24 Hours: Angelo's "AI Readiness Audit" analyzes your current systems
48 Hours: Complete pre-work materials and technology requirements delivered
72 Hours: Full refund if this isn't the competitive nuclear weapon you expected

But here's what no refund can recover: The 18-month advantage you forfeit by waiting.

The Legacy Question That Will Haunt You

Two decades from now, your family will inherit one of two realities:

Reality A: The Rulers — A family office that thinks at machine speed, commands global intelligence networks, and makes decisions with asymmetric clarity that lesser families can't comprehend

Reality B: The Ruled — A legacy operation desperately trying to hire away talent from the AI-native families who saw the future coming and seized it

Your children will ask you: "When AI was reshaping the world, what did you do?"

Will your answer be: "I secured our family's place among the rulers"?
Or: "I was too busy to notice we became irrelevant"?

Lock In Your Dynasty. Now.

📅 November 5-6, 2025

📍 New York City

👥 10 FINAL SPOTS

💵 $15,000 (Less than most families lose in a single week of market volatility)

Don't let peers claim your family's AI advantage while you're "considering your options."

The future belongs to families who act when others hesitate.

Reserve your dynasty's position:

👉 Click Here to RSVP and Pay to Secure Your Spot 

Or Call Angelo Directly: 203-570-2898

Your future begins with your next decision. Make it count.

The "Dynasty Architect" Experience: Sovereign AI Infrastructure

Complete Consultative Intelligence Solution for Elite Family Offices

We architect, deploy, and maintain completely autonomous AI infrastructure that never touches external servers, foreign code, or third-party models.

COMPLETE SOLUTION ARCHITECTURE

Infrastructure Deployment 

•  On-premise hardware installation: Advanced hardware, custom configurations and future NVIDIA DGX Spark integration
•  Air-gapped options: Complete isolation from internet when required
•  Hybrid secure cloud: Private clusters with military-grade encryption
•  Edge computing nodes: Distributed processing for multi-location families

Intelligence Layer  

•  Private foundation models: Fine-tuned exclusively on your data
•  Sovereign agent ecosystem: Custom agents built and hosted entirely within your infrastructure
•  Model orchestration platform: Competitive analysis between multiple models
•  Decision acceleration frameworks: From insight to action in seconds, not days

Security Architecture  

•  Zero-trust perimeter: No external access points
•  Quantum-resistant encryption: Future-proof security
•  Continuous penetration testing: Quarterly red team exercises
•  Compliance frameworks: GDPR, SOC2, Swiss banking standards

IMPLEMENTATION TIERS

Foundation | $75K - $175K

•  Single-location deployment
•  3-5 specialized agents
•  Core workflow automation
•  Quarterly optimization
•  60-day deployment

Enterprise | $175K - $550K

•  Multi-site architecture
•  10-15 custom agents
•  Complete workflow transformation
•  Monthly optimization cycles
•  45-day deployment

Institutional | $550K+

•  Global deployment
•  Unlimited agent development
•  Real-time model training
•  Dedicated engineering team
•  30-day fast-track available

Hardware investment: $100K - $1M additional 

CUSTOM AGENT DEVELOPMENT

Unlike commercial agents that process your data through foreign servers, every agent we build:

•  Runs entirely within your infrastructure 
•  Trains exclusively on your information 
•  Operates under your governance rules 
•  Never shares learning across clients 

Specialized Agent Types: 

•  Investment analysis & due diligence
•  Portfolio monitoring & risk assessment
•  Tax optimization & compliance
•  Family governance & communication
•  Deal sourcing & market intelligence
•  Operational automation & reporting

ENGAGEMENT PROCESS

Phase 1: Strategic Assessment | $25K

•  Infrastructure audit
•  Workflow mapping
•  Security requirements
•  ROI modeling
•  Go/no-go decision point

Masterclass Alumni: Assessment included 

Phase 2: Deployment | 6-8 weeks

•  Hardware procurement & installation
•  Software configuration
•  Agent development
•  Security hardening
•  Team training

Phase 3: Optimization | Ongoing

•  Workflow integration
•  Performance tuning
•  Capability expansion
•  Strategic advisory with Angelo

CLIENT QUALIFICATION

Minimum Requirements: 

•  $500M+ AUM
•  Board-level sponsorship
•  Dedicated IT resources or willingness to build
•  Commitment to 90-day implementation

Ideal Profile: 

•  $1B+ AUM
•  Multi-generational structure
•  Global operations
•  Prior AI/technology initiatives
•  Direct principal involvement

ACCELERATED ACCESS PATHS

1. Direct Engagement 

•  Strategic assessment: $25K
•  90-day standard deployment
•  Quarterly business reviews

2. Masterclass Alumni [Premium Path] 

•  Strategic assessment: Included (saves $25K)
•  30-day priority deployment
•  Monthly strategy sessions with Angelo
•  First access to new capabilities
•  Private alumni network access

3. Immediate Deployment [Select Families] 

•  For families with urgent sovereignty needs
•  21-day emergency deployment available
•  Premium pricing applies

ROI EVIDENCE

Operational Impact (from current deployments):

•  85% reduction in diligence cycle time
•  12x increase in deals analyzed
•  90% faster IC package preparation
•  $2-5M annual efficiency gains (typical)

Risk Mitigation Value: 

•  Eliminated data breach exposure: Priceless
•  Prevented strategy leakage: Competitive moat
•  Governance documentation: Audit-ready always
•  Tax optimization alerts: 7-figure saves documented

WHAT WE DON'T DO

•  No shared infrastructure between clients
•  No offshore development or support
•  No "white-labeled" third-party solutions
•  No data ever leaves your control
•  No vendor lock-in (you own everything)
•  No pilots or trials (commitment only)

INITIAL CONSULTATION PROCESS

For Direct Inquiries: 

1. NDA execution (mutual)
2. Principal-only discovery call (30 minutes)
3. Strategic assessment proposal
4. Board presentation (if requested)
5. Deployment planning session

For Masterclass Participants: 

•  Skip directly to deployment planning
•  Assessment phase included
•  Priority scheduling guaranteed

Reserve Your Private Dynasty Transformation:

Contact Angelo Robles Directly: [email protected]

Subject Line: "Private Dynasty Architect Experience"

P.S. The families who control the 2040s are being decided in 2025. The question isn't whether AI will reshape wealth management—it's whether your family will be among the architects or the casualties. Your children will inherit the consequences of what you decide today.

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.

Meet the Only Family Office Principal Who's Actually Built This Future

Angelo Robles isn't another consultant theorizing about AI's potential. He's the singular family office principal who spent 18 months and substantial resources actually converting his own SFO into the world's first fully AI-native family office.

While others talk, Angelo has done.

For over 20 years, Angelo has been the contrarian voice challenging a complacent industry to evolve beyond administrative mediocrity. As founder and active principal of his own Single Family Office and HoldCo, he doesn't just advise on wealth management—he lives with the consequences of every strategic decision in an era of exponential change.

What makes Angelo uniquely qualified to teach this:

• He's the practitioner who's actually completed this transformation
• He's the principal who stakes his own family's wealth on these systems daily
• He's the architect of the AI Family Office movement transforming how elite families think, decide, and compete

As creator of SFO Continuity and now the AI Family Office revolution, Angelo has spent two decades empowering families to break free from obsolete structures and build sovereign, intelligence-driven dynasties designed to thrive when others fail.

He is the rare voice willing to destroy "best practices" and rebuild from first principles.

"The majority of family offices today are built for a pre-AI world. The future demands new intelligence, new structures—and new leaders. The families who transform now will rule the next century. Those who wait will spend it begging for access to what others built." —Angelo Robles

The Window Is Closing. Your Legacy Is Waiting.

Angelo Robles, Founder. Principal. Futurist. The Architect of Your Family's AI Advantage.

The families who control the 2040s are being decided right now.

Your great-grandchildren will either inherit a dynasty that shapes the world—or they'll serve families who had the courage to act when it mattered.

The choice is yours. The time is now. The future is waiting.

Don't let history record that your family had the chance to lead—and chose to follow instead.

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.