Business Owner Agent
Business value, liquidity events, succession, and executive compensation — the deepest relationships in the book.
- Wealth Advisory
- Business Owner — Business Owner Wealth Planning
- Wealth STAR
- 12 AI Agents
- Business Owner Wealth Planning.
- 01
Runs the Business Owner system to your firm's documented standard, step by step.
- 02
Assembles the analysis and deliverables this system owes the rest of Wealth STAR.
- 03
Surfaces gaps, contradictions, and exceptions for human review before anything is treated as final.
- Client and engagement data relevant to this system
- Your firm's standard and templates for Business Owner
- Confirmed outputs from any prerequisite systems
- A review-ready business owner wealth planning deliverable
- An exceptions and open-items list by owner
- The confirmed inputs the next system in the sequence needs
Part of Wealth STAR.
Business Owner Wealth Planning
Business value, liquidity events, succession, and executive compensation — the deepest relationships in the book.
A wealth advisory operating system with AI-powered advisory intelligence and a Wealth ROI Engine.
Explore The SystemHousehold Onboarding Agent
Organizes statements, entities, and goals into one planning file.
Agent DetailClient Portfolio Agent
Monitors plan drift and flags planning opportunities across households.
Agent DetailPlan Drafting Agent
Builds first-draft financial plans in your firm's presentation format.
Agent DetailBusiness Owner Value Agent
Estimates enterprise value and readiness for owner clients.
Agent DetailSuccession Roadmap Agent
Drafts the transition sequence and tracks progress between reviews.
Agent DetailReview Meeting Agent
Assembles recurring review packages and post-meeting action lists.
Agent DetailInvestments Agent
Investment Strategy & Portfolio Optimization.
Agent DetailTax Agent
Tax-Efficient Wealth Management.
Agent DetailEstate Agent
Estate, Trust & Wealth Transfer.
Agent DetailRisk Agent
Risk Management & Asset Protection.
Agent DetailPhilanthropy Agent
Charitable & Philanthropic Planning.
Agent DetailFamily Advisory Agent
Executive Coaching & Family Advisory.
Agent DetailAI Intelligence Agent
AI-Powered Advisory Intelligence.
Agent DetailAI Value Agent
AI Value Driver Assessment.
Agent DetailScenarios Agent
Value-Uplift Scenario Modeling.
Agent DetailRevaluation Agent
Quarterly Revaluation & Timeline.
Agent DetailRoadmap Agent
Advisory Roadmap & Accountability.
Agent DetailBuyers Agent
Buyer Persona Value Architecture.
Agent DetailLiquidity Agent
Liquidity, Tax & Post-Exit Wealth.
Agent DetailFounder Agent
Founder Succession & Readiness.
Agent DetailGovernance Agent
Family Governance & Legacy.
Agent DetailNext Gen Agent
Next-Generation Readiness.
Agent DetailContinuity Agent
Crisis Response & Continuity.
Agent Detail
Deploy This Agent Inside Your Firm.
We install it in your workflow, with your standards and your review points.