For UHNWI · Private · Custom Pricing
A private, 1-on-1 setup of Anthropic's desktop agent, configured to the operating shape of a UHNWI principal. Personal research routines, family office briefings, board pack reductions, correspondence drafts. Runs on your laptop, in a sandbox you control. 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. The chat windows everyone else uses are too leaky.
Cowork is the right shape for this work. It runs locally, in a sandboxed VM, on a single trusted device. You decide which folders it can read. You decide which connectors are turned on. You can work entirely off the cloud for the most sensitive material. NDAs are the floor, not the ceiling.
This page describes the work. Pricing and scope are private, quoted after an introductory call.
The Setup
A folder routine for the research you would otherwise ask a junior analyst for: market overviews, company background, philanthropy targets, property or art research. Drop the topic, walk away, come back to a sourced memo.
A scheduled task each Sunday night. Reads the weekly updates from your wealth manager, accountant, and family office via the Drive connector, and produces a single principal briefing. The thread across everything, in five minutes of reading.
A folder routine on /board-packs. Drop a forty-page board pack, walk away, come back to a three-page briefing with the questions worth asking. The kind of pre-read you actually do on the car ride.
A folder routine on /to-draft. Drop a brief. Cowork reads how you have written in the past and produces a first draft you edit in a minute rather than write in ten. Letters, notes, replies, in your voice.
A folder routine on /foundation. Reads grant applications, foundation updates, and program reports, and drafts the responses and summaries. The work your foundation staff does, sped up so they can do more of it.
For principals writing a memoir, building a family archive, or producing a private publication. A folder 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 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 anywhere on this site.
Delivery is in person at your property or office, or over secure video. Claude Enterprise with zero-retention API terms is configured where the sensitivity requires it. Your family office principal, EA, or chief of staff can be trained alongside you so they can operate the setup on your behalf without you sitting in every interaction.
Delivery is led by Dr. Leigh Coney. No associates. No offshore team.
Private by default. Tuned to your operating shape. Led by one senior practitioner.