For UHNWI · Private · Custom Pricing
A private, 1-on-1 Claude Code setup tailored to the operating shape of a UHNWI principal: research, personal office coordination, family communications, portfolio awareness, and the personal projects that keep getting postponed. NDA standard. Delivered by one senior practitioner.
Why This Exists
Most AI consultancies work with companies. The shape of a UHNWI's life is not a company. There is a principal office, a family office, a foundation perhaps, three or four advisors, and a personal life that has to stay personal. The tools built for enterprise do not fit.
And the sensitivity is different. A UHNWI's inbox, calendar, and documents are not data you hand to whichever vendor has a convenient API. Setup has to be considered. NDAs are the floor, not the ceiling. Data residency, zero-retention API terms, and what the assistant or the family office principal can see are all part of the design.
This page describes the work. Pricing and scope are private, quoted after an introductory call.
The Setup
A skill that handles the research you would otherwise ask a junior analyst for: market overviews, company background, philanthropy targets, property or art research. Drafted in your voice, sourced, and concise.
A skill that reads the weekly update from your wealth manager, your accountant, and your family office, and produces a single principal briefing. You see the thread across everything without sitting in the calls.
Board packs, pre-read digests, and question memos for any board or advisory role you hold. Turns a forty-page pack into a three-page briefing you actually read on the car ride.
Drafts of personal emails, letters, and notes in your voice. A skill that reads how you have written in the past and produces a first draft you edit in a minute rather than write in ten.
A skill that reads grant applications, foundation updates, and program reports, and drafts the responses and summaries. The work your foundation staff does, assisted by Claude so it goes faster.
For principals writing a memoir, building a family archive, or producing a private publication. A skill that organises source material, drafts sections, and keeps the voice consistent across what is usually a years-long project.
How We Work
NDA is signed before the first working call. All engagement materials are treated as confidential by default. We do not publicly reference clients, we do not use client examples in case studies or marketing, and there is no "UHNWI portfolio" page.
Delivery is in person at your property or office, or secure video if you prefer. Claude Enterprise with zero-retention API terms is configured where the sensitivity requires it. Your family office principal, assistant, or chief of staff can be trained alongside you so they can operate the setup on your behalf without you being in every interaction.
Delivery is led by Dr. Leigh Coney. No associates. No offshore team.
Private by default. Tailored to your operating shape. Led by one senior practitioner.