Your firm grows through introductions from estate attorneys and CPAs, invitation-only client events, and families reaching out after a liquidity event, then a household worth a seven-figure relationship waits two days for a reply because your lead advisors were deep in a portfolio review.
Book a CallWe build an AI sales agent that replies to high-net-worth inquiries within minutes, asks each household the questions behind your asset minimum and mandate,
And books the introductory meeting on the right advisor’s calendar, while every recommendation stays with your licensed team.
A private wealth firm does not win a household on the first meeting. It wins over months of cultivation: an introduction from a trusted center of influence, an invitation to a client dinner, a thoughtful reply when a founder sells their company.
The advisors who do that cultivation are also the only people who can sit across from a prospective family and earn a mandate, and their calendar is already full of review meetings, investment committee work, and existing client relationships. So when a referred family sends a message, or a gala guest asks to learn more, the reply often waits until someone surfaces from client work.
By then the family has spoken to the firm that replied the same afternoon, or the referring attorney has quietly noted that the introduction went nowhere. High-net-worth prospecting is expensive and slow to build, and losing a warm introduction to a delayed reply squanders the relationship capital your partners spent years earning.
An AI sales agent protects that capital. It replies to inquiries within minutes, opens the qualifying conversation your advisors would open by asking the questions in your facts file about your minimum and the mandates you actually take, and offers open times for the introductory meeting with the right advisor, so partner time is spent in front of families who belong at your firm.
Two failures quietly drain a private wealth pipeline, and both live in the gap between a referral arriving and a partner responding. The first is silence toward the source.
When an estate attorney or a CPA sends a family your way and hears nothing back for a week, they stop sending, and a single dormant center of influence can cost you a dozen households a year. The second is meeting families who were never a fit.
Without a screen, a partner spends an hour learning that a prospect has two hundred thousand dollars and no near-term liquidity, while a founder six months from a nine-figure sale sits unbooked. Client events make the stakes higher.
You sponsor a charitable gala or host a private market outlook evening, the room is full of exactly the households you want, and the guest list turns cold because the team is back servicing clients the next morning. Every dormant referral source, every unworked guest list, and every mismatched meeting raises what your firm spends to add a single qualified relationship.
A production system built around how a private wealth firm actually sources, qualifies, and cultivates high-net-worth households,
From the referral introduction and the client event through the introductory meeting and the follow-ups that keep a warm name from going quiet.
It replies to inquiries from your website form, referral introductions sent by email, event sign-ups, and private-client messages within minutes,
At any hour, so a family or a referring advisor hears from your firm while the introduction is still warm and the impression is still first.
It opens the fit conversation the way a partner would: approximate investable and held-away assets, the source and complexity of the wealth, any near-term liquidity event,
And current advisory or private-banking relationships, then sets the answers beside your asset minimum and the mandates your firm takes, so the advisor reads a clear thread before the meeting.
It replies to introductions sent by email: acknowledging each one within minutes, writing back to the estate attorney,
CPA, or private banker who sent it, and following up with the family when they go quiet, so the network that feeds your firm hears back.
After a gala, a private dinner, or a market outlook evening, it replies to sign-ups and follow-up messages from attendees and referred guests to open the one-on-one,
Asks which families are exploring a move, and books the introductory meeting, so a room of ideal households becomes conversations instead of a filed guest list.
It offers open times and books the introductory meeting onto the assigned lead advisor’s calendar, with a confirmation to the family’s email that protects a partner’s hour,
And your team can read the full thread, so a first meeting with a prospective family opens prepared, not cold.
It follows up with a household that goes quiet after the first reply, with a short note that restates the open question and offers open times,
And stops when the family replies, sends STOP, or a partner steps in, keeping the firm present without an advisor having to remember each loose thread by hand.
When every referral gets a reply within minutes, in your tone, and arrives with the answers behind your minimum already in the thread, your partners spend fewer hours chasing introductions and sitting through mismatched first meetings, and more hours in front of families who fit the firm.
Centers of influence hear back within minutes, event sign-ups get answered while the evening is still fresh, quiet households get followed up until they reply, and the weekly report shows inquiries received, answered, booked, and handed to a person.
A first meeting at a wealth firm is a partner’s most expensive asset, and a contact form tells you almost nothing about whether the household justifies it. Fit at this level is not a single number. It turns on investable assets against your minimum, yes, but also on the source and complexity of the wealth, whether a liquidity event is close, and whether the family already sits with a private bank or a competing advisor. Take every meeting and your partners burn hours on households below the line; guess, and you risk brushing off a founder who is quiet until the deal closes.
The agent asks those questions within minutes of an introduction landing. It asks what a partner would ask: approximate investable and held-away assets, whether wealth came from a business, executive compensation, inheritance, or a professional practice, whether a sale, an IPO, a vesting schedule, or a retirement is on the horizon, how complex the situation is across trusts, concentrated stock, and multiple entities, and who advises them today. It sets the answers beside your firm’s minimum and the mandates you actually take, offers households that fit open times on the right lead advisor’s calendar, and answers the rest the way your facts file says, for example with a planning-fee option, so partner time goes to relationships worth building.
Most high-net-worth firms grow on a network of professionals who send families their way: estate-planning attorneys, tax CPAs, M&A and investment bankers, private bankers, and business brokers. That network is fragile. A center of influence who makes an introduction and hears nothing for a week reads it as indifference and quietly routes the next family elsewhere, and a handful of dormant sources can cost a firm more households than any marketing spend would ever buy back.
The agent treats every introduction as the relationship it is. It acknowledges the referral to the family within minutes, thanks and writes back to the professional who sent it, and follows up when either side goes quiet, without exposing anything confidential. Your team can read every thread, so a partner can step in and reconnect personally whenever a relationship needs it, and the weekly report counts introductions received, answered, booked, and handed to a partner.
Charitable galas, private client dinners, market outlook evenings, and invitation-only educational salons are how many private wealth firms put ideal families in one room, and they are also where the most relationship value evaporates. The evening ends, everyone goes home warm, and the follow-up that turns a guest list into introductory meetings is exactly what a busy team drops the next morning. The agent replies to event sign-ups and to the messages that come in afterward, within minutes, so the follow-up does not wait for the team.
It replies to attendees and to guests brought by a client or a referral source who write in, opens the one-on-one conversation in your firm’s tone, and asks the few questions that show the family quietly weighing a change of advisor from the guest who came for the wine and the cause. It offers engaged households open times on a partner’s calendar, sends a polite follow-up to those who go quiet, and stops when they reply or a partner steps in, so a good evening turns into introductory meetings rather than just good attendance.
An agent that lives outside your systems only creates rekeying, so we build it around what a wealth firm already uses: your calendar, your email, your text number, and your web forms. Your team keeps working in Salesforce Financial Services Cloud, Practifi, or Addepar and reads every thread the agent writes. The agent does not connect to that software, and we will say plainly what it can and cannot do with the tools you rely on.
On the intake side it reads inquiries from your website form, referral introductions sent by email, event sign-ups, and text messages, and carries one thread whichever the family uses. Because it handles each household and each referral the same way and your team can read each step, the weekly report gives a managing partner the numbers that show whether the firm’s business development pays.
Giving investment advice is a licensed, regulated activity, and the agent is built to stay well clear of it. It does not recommend a security, fund, allocation, or private investment, it does not comment on whether a family’s current portfolio or manager is right, it does not project returns or make any performance claim, and it does not assess suitability. It asks the intake questions, answers general questions about your firm, your service model, your fees, and your process, follows up, and books the meeting. Every recommendation and every planning judgment belongs to a licensed advisor holding the right registration, and when a conversation turns toward specific advice the thread goes to a named person on your team and the family gets one short holding message.
How your firm is regulated shapes how the agent talks. A registered investment adviser answers to the SEC under the Investment Advisers Act with a fiduciary duty to each client, the SEC Marketing Rule governs advertising and any testimonial or endorsement, and texting falls under the TCPA. Family-office and private-client work carries its own confidentiality expectations that a high-net-worth family assumes without asking. We are not your compliance department and we are not your attorneys, and we do not promise regulatory outcomes. What we do is build the agent so your firm can operate inside the rules your chief compliance officer sets: general-only language that steers advice to an advisor, an AI disclosure by default, a recorded STOP that ends all messages, discretion about anything a family shares, any disclosures your CCO requires, and a first week in which every reply waits for your approval, with a timestamped thread your reviewer or an examiner can read.
Engineered With AI is run by engineers who ship production systems, not scripted demos.
We understand how a private wealth firm compounds relationships, from a referring attorney to a screened household to a funded, multi-generational mandate, and we build an agent that holds up when a charity gala fills your inbox in the evening and stays firmly inside the boundaries your chief compliance officer sets.
The agent speaks the language of investable assets, liquidity events, concentrated stock, trusts, and family-office complexity, and it works the channels wealth firms actually rely on: referral networks, centers of influence, and invitation-only client events.
It books onto your advisors’ calendars and your team can read every thread, so lead advisors, relationship managers, and client-service associates see the same conversation and nothing hides in a tool the team stops opening.
Every introduction is acknowledged and answered, the source is written back to, and quiet households get followed up, so the professional network that drives high-net-worth growth hears back instead of slowly going cold.
The agent gathers information, answers general questions about your firm and process, follows up, and books. It never recommends a security, allocation, or product, opines on a portfolio, or gives investment advice. Anything requiring a license goes to a named person on your team.
They automated the process work that was quietly eating our week. It runs now without anyone thinking about it, which is the only real test.
Our marketing operations are automated end to end. We brief the outcome and the workflow handles the rest.
They built the automation around how we actually work rather than making us change to fit a tool.
Book a call. We will map how a household moves through your firm today, from referral introduction and event guest list to introductory meeting, show you where warm relationships go cold, and scope the AI sales agent we would build to keep them warm.
Book a Call