Where to start

Three engagements.
Three different questions.

Which one you need depends on what you are actually being asked. Two of these are independent advisory work — we are paid to tell you the truth, including that you should not build something. The third is a build engagement, and it says so.

Independent advisory

No implementation attached. The deliverable is the deliverable.

Engagement 01 · Defensive

“Our examiner asked about AI governance and we have nothing written down.”

Compliance Readiness Assessment

Chief Compliance Officer · Chief Risk Officer · Head of Financial Crimes

$7,500fixed fee
3 weekskickoff to delivery
3deliverables
  • A documented AI governance framework you did not have before
  • Current-state inventory of AI and AI-adjacent systems in production
  • Gap register mapped to the obligations your examiner will test
Compliance Readiness →
Engagement 02 · Strategic

“We have nine pilots, no ROI answer, and the board meets in six weeks.”

AI Investment Prioritization Blueprint

CEO · CFO · Chief Digital Officer · board sponsor

$15,000from
14 dayskickoff to readout
5board-ready deliverables
  • Ranked use-case portfolio with the cases you should stop named explicitly
  • Executive decision dashboard — one page, defensible
  • 90-day activation path with the first sequenced decision
Prioritization Blueprint →

Once you have decided to build

A different kind of engagement, listed separately because it is not independent and should not pretend to be.

Engagement 03 · Build path

“We have decided to move. Scope the first deployment.”

Pilot Planning & Governance Design

Executive sponsor who has already chosen a direction

$12,500credited in full to the pilot
3 weekskickoff to plan
36agents to select from
  • Which of the 36 agents to deploy first, and the measurable reason why
  • Governance readiness score against your control environment
  • Pilot scope, success criteria and exit gates — signed before work starts
Pilot Planning →
Free

“I want to understand this before I spend anything.”

The Playbook & the Live Demos

Anyone · no call required

Freeno gate on the demos
66runnable scenarios
5estates
  • The Agentic AI Playbook for Regulated Enterprises — download
  • Every agent live and runnable, not a catalogue slide
  • Governance model, audit trail and human-in-the-loop gates, shown working
Read the Playbook → or run the live demos →

By sector

Where the problem is specific enough that a general engagement would not reach it.

Family offices

“The person who knew why we structured it that way retired last year.”

FamilyVault Intelligence Assessment

Single and multi-family offices · $500M–$5B+ under management

$12,500–$25,000scoped to office size
3 weeksto written deliverable
4intelligence agents
  • Intelligence Index baseline with a peer comparison framework
  • Where institutional knowledge currently lives, and what happens when it leaves
  • Custom investment model — not a template applied to your situation
FamilyVault →

Side by side

The honest comparison, including where the fee goes.

EngagementFeeDurationIndependent?Fee credited?
Compliance Readiness
exposure and documentation		 $7,5003 weeks Yes — no build attachedNo
Investment Prioritization
allocation and sequencing		 from $15,00014 days Yes — includes what to stopNo
Pilot Planning
scope of a chosen build		 $12,5003 weeks No — this is our build pathYes, in full
FamilyVault Intelligence
family offices only		 $12,500–$25,0003 weeks Yes — assessment stands aloneNo
Why prioritization costs more than compliance readiness, in less time. Because it is a different kind of work. Compliance readiness is documentation against a known standard — thorough, and the standard already exists. Prioritization is a decision instrument that goes in front of a board and tells them which of their existing initiatives to stop. The value is in the judgement and the exposure, not the hours.

Three engagements sit near $12,500. They are not the same thing. Prioritization decides where money goes across an institution. Pilot Planning scopes a build you have already chosen. FamilyVault Intelligence is a family-office engagement with its own product behind it and its own peer benchmark. Similar prices, because they are similar amounts of senior time — different questions, and only one of them is right for you.

And why pilot planning sits in a separate section. Its fee is credited toward building with us, which makes it a good deal and a bad place to ask “should we build at all?” If that is still an open question, take engagement 01 or 02 first. We would rather say that here than have you discover it later.