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AI Concierge

Your Personal AI Operator

We design, embed, and maintain the AI workflows that compound your output—across your business and your family.

Limited to 5 clients at a time
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AI isn’t a toy or a dashboard—it’s an operating system for how you work and live. We build custom assistants and automations that integrate directly into your real routines, not into a new app you’ll use twice.

For high-net-worth operators in and around Charlotte, we act as your AI architect: supporting business decisions, inbox load, meetings, research, and the family logistics that quietly eat your time.

Every workflow ends in the same outcome: shorter time-to-decision, fewer open loops, and more attention for the people who matter.

What changes

What changes

  • Shorten time-to-decision
  • Automate routine work
  • Reduce mental load across business and home
  • Standardize quality across your team and assistants
  • Free leaders to focus on leverage, relationships, and family

How We Work

  1. 1

    Map the Work

    Audit your business, calendar, inbox, and home routines to identify high-ROI leverage points.

  2. 2

    Design the Loop

    Define prompts, data access, guardrails, and approval layers—AI assists, you decide.

  3. 3

    Integrate

    Embed assistants in tools you already use (Docs, Sheets, email, CRM, notes, calendar).

  4. 4

    Optimize

    Track usage, outcomes, and friction; refine prompts and workflows weekly.

Where AI supports you

High-leverage workflows across business and family

Morning brief for calendar, metrics, commitments, and important emails
Inbox triage: summaries, drafts, and follow-up queues
Meeting support: pre-reads, agendas, and action consolidation
Family OS: school, sports, travel, reminders, and planning
Research: vendors, comparisons, decisions, and big purchases
Document support: contracts, proposals, emails, and SOP drafts

Example result

Founder & Father of Two — Charlotte, NC

Challenge: Always-on operator juggling multiple businesses, inbox overload, and complex family schedules.

Solution: Morning brief, inbox triage, travel organizer, and weekly decision prep.

Result: 10+ hours reclaimed per week and a 60% reduction in late-night work.

"For the first time in years, I feel like my tools are making space instead of taking it. I still make the decisions—but everything leading up to them happens for me."

Who this is for

Who this is for

  • High-output operators with real stakes and limited time
  • Leaders in automotive, outdoor, environmental, consulting, and DTC
  • Families who want lighter mental load and fewer dropped balls
  • People who value local, trusted relationships over SaaS dashboards