For Family Offices · Private · From $1,500
A Claude Code setup built for a family office: the principal, the CIO, and the staff who actually run the day. Skills for manager research, deal diligence, portfolio reporting, and principal briefings. Private by default. NDA standard.
Why Family Offices
A typical single-family office is six to twelve people covering direct investments, fund commitments, tax, legal, philanthropy, property, and the family's personal admin. Everyone wears three hats. The CIO is also the reporting lead. The analyst is also the deal-flow manager. The office manager is also chief-of-staff to the principal.
The work is not hard. There is just a lot of it, it changes shape week to week, and you do not have the budget to hire four more people just because Q4 got busy.
A well-set-up Claude Code is the extra analyst you cannot justify hiring but clearly need.
What We Build
A skill that reads a fund deck or LPA, drafts a diligence memo against your office's template, and flags the questions that need follow-up. The first read your analyst usually does in a full afternoon.
A skill that reads a CIM or direct-deal memo, cross-checks against your office's thesis and past investments, and drafts the screening memo. Saves the weekend you usually lose on direct-deal Q4.
A skill that pulls quarterly updates from GPs and direct investments, drafts the consolidated report in your office's house format, and produces a one-page principal briefing.
A skill that reads the week's activity across the office and produces a clean Monday briefing for the principal: what is decided, what is pending, what needs their attention. Five minutes to read instead of a one-hour call.
A skill that reads updates from external counsel and the tax advisor, summarises them in plain English, and flags the items that need a decision. The office runs on this glue.
A skill that reads grant applications, foundation reports, and program updates, and drafts the responses and summaries. Foundation admin, done in a tenth of the time.
Two Ways In
Principal or CIO · From $1,500 · 1 day
A Power User Day for the principal, the CIO, or the family office manager. One day, permanent setup, a playbook you keep. The cheapest way to prove the idea before rolling it out.
Office · $15K-$35K · 2-4 weeks
A Team Rollout for a family office of five to twenty. Shared skills library, shared MCP servers against your data room and document archive, and training for the principal's assistant alongside the investment team.
On Privacy
NDAs are signed before the first working call. Claude Enterprise with zero-retention API terms is configured where your principal or CIO requires it. Engagement materials stay with you. We do not publicly reference clients.
Delivery is led by Dr. Leigh Coney. No associates, no offshore team.
Private Claude Code setup, built around the shape of your office.