How Family Offices Are Making Money with AI

“This is the most incredible tech I’ve ever seen.”

My friend John is a long-time wealth manager who recently made the move to Chief Investment Officer of a Family Office.

In Spring of 2023 we were on a video call and I wanted him to check out the incredible tool I was using - ChatGPT Plus.

Once I explained Code Interpreter to him, he went down a rabbit hole about how AI will transform financial analysis, business operations, tax profile optimization and dozens of other critical elements of his life’s work.

John bought a ChatGPT Plus subscription that weekend.

Then he hired my company RevSystems for AI development work and started creating his own internal applications.

For everything.

Literal Wealth Systems.

In this article we’re going to explore the different systems he leverages — specifically focused on the financial benefits, the operational advantages, etc..

For a deeper dive on the technology itself, look for a post on my other publication, Life in the Singularity.

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