How to set up your own family office in 30 minutes (Using A.I.)

AI just collapsed the cost and time of building a modern family office. What used to require big legal + CPA bills and countless admin hours can now be blueprinted in ~30 minutes using the right AI prompts.In this conversation, Geoff Sokol (Investment Adviser at Growthink RIA) walks through 10 practical ways to use AI to design your family office operating system - without replacing professionals. AI handles the “heavy lifting” (research, structure, first-draft planning), so you can bring a clearer, faster plan to your attorney, CPA, and wealth advisor.Contact: [email protected] https://gtria.com/You’ll learn:- The highest-leverage prompts for founders planning an exit (tax, structure, timing, QSBS, tradeoffs)- How to use multiple AI tools (ChatGPT, Claude, Gemini, Grok) for better outputs- How to think about tax optimization vs life optimization (“math vs meaning”)- Estate planning + trust design prompts that reduce family conflict- Insurance + risk management prompts to prevent catastrophic downside- Charitable strategy prompts (DAFs, appreciated assets, values-aligned giving)- Liquidity planning to avoid being asset rich / cash poor- Lending against assets and building a master plan that integrates everythingIf you’re a business owner thinking about succession, liquidity, or legacy, this is your fast-start blueprint.