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.
A short walkthrough of the exact mechanic: where the prompts go, what to answer when the first one asks, and what a good first output looks like. Same for every pack in the library.
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.
One tap. It changes how much Claude explains, and how slowly it goes. You can change it any time.
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.
Free account, no card, 30 seconds. This tab stays open so you can come back.
Open claude.ai ↗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.
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.
Got the prompts. Want them wired into your actual stack? We map that on a free AI audit.
Book the free auditFor 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.
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 prompts ↑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 call →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.
Want this wired into your stack instead of running it yourself? That is our AI deal desk and finance automation service.
The AI tools, launches, and shifts that actually matter, in plain English. New library drops the moment they land.
What is in this stack
11 real Claude skills, not copy-paste prompts, run a daily macro morning note in your own Claude or Claude Code. It's the desk read family office CIOs and hedge fund PMs pay five figures for, on your data, with a built-in check that blocks any number it can't trace to a real source.
Nine Claude prompts that run full manager due diligence: screen managers, check fees, attribute performance, and write the IC memo. For family offices and allocators replacing a $500K OCIO retainer.
For allocators, LPs and family offices who accept every manager fee on trust: 11 Claude prompts that recompute the management fee against the actual LPA base, rebuild the carry and the crystallization, test the hurdle and the catch up, trace expense allocations, and write the finding memo you send the manager.
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.
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.
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.
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.
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.
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.
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.
manual now, installed when you're ready
The free version above. It runs this read on a file you paste in, in your own Claude. Yours to keep.
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 versionThe person drowning in this every week is the one who'll actually want it.
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.
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.
Easy to set up — one guided setup instruction covering 4 plain-English steps on the resource page.
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.
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.
The Family Office Agent Stack is the starting point. On a free AI audit we map where it fits your stack and what consultance.ai would build around it.
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.