Private Wealth Briefing™ — Request Received
Thank you. Our office will review your request and follow with an NDA and a scheduling link. We run a calm, private process—no marketing emails or surprises.
What Happens Next
1) Review
We confirm fit and the right strategist for your objectives.
2) NDA & Scheduling
We countersign the NDA and share a discreet scheduling link.
3) Snapshot
After the briefing you’ll receive a one-page Readiness Snapshot within 72 hours.
How to Prepare (Optional)
- Your top 1–3 outcomes for the next 12–24 months
- Any constraints: liquidity, concentration, counterparties
- Time horizon (3–5y, 5–10y, multi-generational)
If we need documents, we’ll provide a secure upload link after NDA.
To ensure delivery, add briefing@aiwealthstrategist.com to your allow-list.
Prefer to Move Immediately?
You can launch the 90-day sprint now and receive your first two moves inside Week 1.
Discretion by default. Composite/anonymized examples available under NDA. Not investment, legal, or tax advice.