Family Office OSThe AI Wealth Architect
Turn ChatGPT or Claude into your family-office strategist.
$97 — or included in the Complete OS at $497.
Who it's for
For owners and operators who already use ChatGPT or Claude and want better answers on family lending, entities, trusts, and records — without paying for a consultation just to prepare for one. You bring the questions about your family. The prompts bring the structure, the sequence, and the guardrails.
What's inside
AI Wealth Architect Prompt Library — 9 copy-paste prompts: 1 master strategist prompt + 8 specialist prompts covering family lending, entity structure, asset protection, generational transfer, records, and meeting preparation. Attorney/CPA guardrails are built into every prompt.
10 day-one use-case scenarios — ready-made situations to run on day one, so you're not staring at a blank chat window.
Answer-quality checklists — how to tell a solid answer from a confident-sounding one, and what to take to your attorney instead of acting on directly.
How it works
Pay once. Download instantly — your files appear on the success screen immediately after payment, and a copy is emailed to you. Copy a prompt, paste it into ChatGPT or Claude, and work the scenario. Everything the AI produces is preparation: your attorney and CPA finalize anything you act on.
How do I receive my files?
Instantly on the success screen after payment, plus a copy by email. Re-download anytime on the My Purchases page with the email you paid with.
What if it isn't right for me?
The 30-day money-back guarantee covers every product, including this one. Full refund to your original payment method — no questions, no hoops.
Is this legal or tax advice?
No. This is education and prompts only. Use the output to prepare — a licensed attorney and CPA in your state review and finalize anything you act on.