Finance and data
The Family Office Agent Stack
For family office principals, CIOs, and single family office CFOs: the map of ten agent desks that run the mandate in your own Claude, from the morning macro read, manager due diligence, and the fee audit to direct deals, credit, the IC memo, monitoring, and the quarterly report to the family, plus the order to install them in.
Start with the guided setup
Follow the setup below in your own workspace. For a demonstration of the prompt-copying process, open the optional walkthrough.
Watch the setup walkthroughStep 1 · setup
Three minutes, four steps, nothing to install by hand
Claude sets it up for you. You just paste.
Never used Claude? It is free and takes 30 seconds to open. Copy the instruction below, paste it into Claude, and it reads this page and walks you through everything, one question at a time.
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Copy your setup instruction
A short instruction plus a link to this page lands on your clipboard. First copy asks for your email once. That unlocks every button across the whole library.
Open Claude in a new tab
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Open claude.aiPaste, send, and answer one question
Claude reads this page, asks one question about your work, then guides you step by step until your first output is right. If anything looks wrong, tell Claude what you see, and it fixes it with you.
▸Prefer the full prompt instead of the link? (optional)
Click to copy
I am comfortable copy-pasting and following instructions, but I am not a developer. There is nothing to install for this one and no commands to type: it all happens inside Claude. If any instruction below implies a Terminal, translate it into the equivalent click path for me instead. - Plain English. Define jargon the first time it appears. - One step at a time, then wait for me to confirm before the next one. - Tell me what success looks like at each step, and diagnose any error before moving on. Follow the instructions below with those rules applied. If you can browse the web, open this page first: https://consultance.ai/library/family-office-stack . Read it as a map, not a vault. It is an index page. It holds no prompts and no code blocks. It lists ten desks and links to each one. The prompts live on the desk pages, not here. If you cannot open links, tell me and I will paste the table in. I am at a family office and I want to pick the right desk to start with. Do not try to run anything from the index page. Your job in this conversation is routing, nothing else. Ask me exactly one question, wait for my answer, then send me to one page. Ask me this and stop: "Which seat are you in, and what is the one deliverable due soonest?" When I answer, pick ONE destination and give me the exact URL. Use this routing: - Daily macro read, market regime, morning note: https://consultance.ai/library/allocator-morning-note - Manager or fund selection, manager due diligence, IC memo on a manager: https://consultance.ai/library/allocator-manager-dd - Fees, all in cost, mandate or advisor renewal: https://consultance.ai/library/advisor-fee-audit - Daily portfolio consolidation, capital calls, cash calendar, principal's report: https://consultance.ai/library/family-office-investment-pack - Direct buyout, data room, LBO, quality of earnings: https://consultance.ai/library/pe-diligence-pack - Challenging a valuation model someone else built: https://consultance.ai/library/dcf-attack-kit - Direct lending, DSCR, covenants, credit underwriting: https://consultance.ai/library/private-credit-underwriting - Writing the committee memo itself: https://consultance.ai/library/ic-memo-desk - Quarterly reports on positions held, leverage and covenant headroom: https://consultance.ai/library/pe-portfolio-monitoring-pack - Quarterly multi asset client or household report, rebalancing: https://consultance.ai/library/wealth-client-report-pack If two desks fit, name the one tied to the sooner deadline. If nothing is due, send me to the Morning Desk, because it runs on public market data and nothing about the family leaves my machine. Then tell me two things. The prompts and the setup guide are on that page, not on the index. And pin Claude Opus 5 for the judgment heavy desks, which are the direct deal, valuation, credit, and IC desks, with Claude Sonnet 5 only if a document is too large to read in one pass. Do not paste prompts here. Do not summarise the destination page. Route me and stop.
From a working build to an operating system.
For family office principals, CIOs, and single family office CFOs: the map of ten agent desks that run the mandate in your own Claude, from the morning macro read, manager due diligence, and the fee audit to direct deals, credit, the IC memo, monitoring, and the quarterly report to the family, plus the order to install them in.
Path A · free
Run the build independently
The setup rail and every prompt above are free and stay free. The cost is your time, and the risk of wiring it wrong on live data.
Back to the promptsPath B · done with you
Connect it to your operation
The desks are ten separate guides you run by hand. Consultance stands the stack up as one workspace in your own environment: the desks your office actually needs, your custodians, fund administrator, and market data connected under governed access, review gates where your IC requires them, and the whole thing handed over so your team owns it. Reply "wire it" for a 30-minute slot.
Book a build calldata safety
Before you use live numbers
- • Run last quarter's numbers first. Live data is not a test bed.
- • Nothing here uploads to us. It runs in your own Claude account, on your own machine.
- • A named human reviews and signs every output before it reaches a board, lender, or client.
- • Mask account numbers and names to the minimum the task needs.
the fine print
Straight answers on ownership
Prompt sets authored by consultance.ai. Each desk carries its own honest ceiling, stated on its own page. This is decision support, not investment, legal, tax, or accounting advice, and no desk replaces a manager reference call, your fund administrator, or a control your auditor expects to see. A named human signs every output before it reaches the family. Your data stays in your own Claude tenant, we never see it.
Bring this workflow into your operation.
Want this wired into your stack instead of running it yourself? That is our AI deal desk and finance automation service.
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What is in this stack
The 10 desks, each free
Finance and dataDaily Macro Morning Note
For allocators, family offices and multi asset PMs: 14 Claude prompts that build a dated morning note from free FRED and Yahoo Finance data, score the regime, and test the day against your own thesis.
Finance and dataManager Structured Review Pack
For allocators, endowments and family offices vetting a fund manager: 15 Claude prompts that tie returns to the audit and to SEC filings, test the record for luck, and write the IC memo with a case against.
Finance and dataPrivate Fund Fee Audit Pack
For allocators and LPs who accept manager fees on trust, and advisors X raying a prospect's held away funds: 15 Claude prompts that recompute LPA fees and look through fund overlap, all in cost and transition tax.
The Family Office Investment Team
Seven Claude agents that run a family office investment team: daily portfolio consolidation, manager drift alerts, a cash and capital-call calendar, and the principal's report. For family office CFOs.
PE Diligence Pack for Deal Teams
For PE deal teams and principals: 11 Claude prompts that underwrite a mid-market buyout end to end, the data room read, the LBO model, the quality of earnings, the covenant stress, and the IC memo, with a reconciliation self-check before anything reaches committee. Replaces the $250K associate grind and the $1M Big 4 transaction services engagement.
DCF Assumption Attack Kit
For PE deal teams and IC members handed a DCF to trust: 11 Claude prompts that rank every input by leverage, name the one assumption carrying the valuation, run the bear case, and hand you the cell to attack before the vote. On your own data, inside Claude.
Private Credit Underwriting Pack
Underwrite direct lending deals inside Claude: read the data room, build the cash flow and DSCR model, stress test covenants, and draft the IC memo with every figure tied to a source.
IC Memo Bull Bear and Kill Line
For PE deal teams, CFOs, and family office principals: 12 Claude prompts that write the investment committee memo, the bull case, the bear case, and the one line that sinks the deal, with a reconciliation gate that rederives every figure before the memo assembles. Replaces the principal week and the deal team behind every memo.
PE Portfolio Monitoring Prompt Pack
12 AI prompts plus a live monitor that read your PE portfolio's quarterly reports like a credit analyst, recompute leverage and covenant headroom, and flag a breach a quarter before the test date.
Quarterly Client Report Builder
For wealth advisors and RIAs: 12 Claude prompts that build the quarterly multi asset client report, roll all custodians into one household view, flag allocation drift, and route a tax smart rebalance.
From independent build to integrated workflow
What you have
The free version above. It runs this read on a file you paste in, in your own Claude. Yours to keep.
What we install
The same read, wired into your cfo and back office stack, running the second a report lands. Nothing to upload, no new login.
See the installed versionShare with your workflow owner.
Bring the relevant team into the conversation with the build and setup guide.
in one line
What is The Family Office Agent Stack?
The Family Office Agent Stack is a finance and data build in the consultance.ai AI Build Library. For family office principals, CIOs, and single family office CFOs: the map of ten agent desks that run the mandate in your own Claude, from the morning macro read, manager due diligence, and the fee audit to direct deals, credit, the IC memo, monitoring, and the quarterly report to the family, plus the order to install them in. It fits Family office principals and CIOs, single and multi family office CFOs, and allocators who have seen the individual packs and want one map of which desk to install first instead of installing all ten in a weekend and using none. Setup difficulty is Easy, with 4 plain-English steps.
What does The Family Office Agent Stack do?
For family office principals, CIOs, and single family office CFOs: the map of ten agent desks that run the mandate in your own Claude, from the morning macro read, manager due diligence, and the fee audit to direct deals, credit, the IC memo, monitoring, and the quarterly report to the family, plus the order to install them in.
Who is The Family Office Agent Stack for?
It fits Family office principals and CIOs, single and multi family office CFOs, and allocators who have seen the individual packs and want one map of which desk to install first instead of installing all ten in a weekend and using none.
How hard is The Family Office Agent Stack to set up?
Easy to set up — one guided setup instruction covering 4 plain-English steps on the resource page.
How would consultance.ai build this out?
The desks are ten separate guides you run by hand. Consultance stands the stack up as one workspace in your own environment: the desks your office actually needs, your custodians, fund administrator, and market data connected under governed access, review gates where your IC requires them, and the whole thing handed over so your team owns it. Reply "wire it" for a 30-minute slot.
What are the licensing terms?
Prompt sets authored by consultance.ai. Each desk carries its own honest ceiling, stated on its own page. This is decision support, not investment, legal, tax, or accounting advice, and no desk replaces a manager reference call, your fund administrator, or a control your auditor expects to see. A named human signs every output before it reaches the family. Your data stays in your own Claude tenant, we never see it.
Connect this build to your workflow.
Discuss how The Family Office Agent Stack fits your systems, controls, and team. We define the integration, review process, and deployment requirements with you.
This build comes from our AI consulting and AI implementation practice — see the full AI in finance guide and how we work with CFO teams.