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.
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Install The Family Office Agent Stack on my computer. Walk me through it. Repo: https://consultance.ai/library/family-office-stack What it does: 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. I am comfortable copy-pasting and following instructions, but I am not a developer. Rules: - Plain English. Define jargon the first time it appears (repo, env var, port, dependency). - One step at a time. Exact command in a code block. Tell me which app to paste it into (Terminal on Mac, PowerShell on Windows). - One sentence per command explaining what it does and what success looks like. - After each command, wait. I will tell you the output before you move on. - If a tool is missing (git, node, docker, python), give me the one-line install for my OS first. - If something errors, diagnose before the next step. Do not skip. First message: ask only "What is your operating system, macOS, Windows, or Linux?" Then start step 1. Reference steps from the public guide (adapt to my OS, do not just paste them at me): 1. Start with the Morning Desk. It runs on public market data, nothing about the family leaves your machine, and it teaches the pattern. 2. Add the Consolidation and Reporting Desks next. They are the recurring grind you already owe someone, so the payoff lands on a fixed date instead of waiting for a deal. 3. Add the Manager and Fee Desks at the next allocation or mandate renewal, then the Direct Deal, Valuation, and Credit Desks once there is a live opportunity. Each carries its own self check gate. 4. Pin Claude Opus 5 for the reasoning heavy desks: direct deal, valuation, credit, IC. The Monitoring Desk goes last, it only earns its keep once you hold positions worth watching between reporting dates. Stop when the app opens and I confirm it works.
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.
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.
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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.