For principals of single family offices
Learn how to actually use AI.
In private, on your own work, until you can judge it for yourself. Starting from zero is normal.
Salama Belghali · Zurich
Context
The reason principals reach out
Every week there is something new in AI to keep up with. You have read a lot about it and decided nothing.
You might even have started using it to write emails, summarise documents and come up with gift ideas, and you still do not get what all the hype is about.
The real work is another story. You gave it a go on a board pack, or on your portfolio, and the output was so mediocre that you went back to what you know well: manual. So it stays a clever toy. It never gets near the decisions only you can make.
Then you hear your peers using it for market research and investment work, and you have no idea where to start. You are frustrated, and you feel like you are missing out.
I learned more in twenty minutes with Salama than in the last year on my own. She doesn’t only explain, she gets you doing it live, and the tools you already had start working for you. My life changed.
Principal, single family office
Method
The way we work
We start with your own work, so you can use it the same week.
You build and I am there to guide you, so you get it working yourself the first time.
One to one, so we work on your own topics and move fast.
You use it on your own between sessions, so that we keep the momentum and soon you can fly with your own wings.
Format
Built around you
Where you start depends on you. Some clients have never opened one of these tools. Others use them every day and want to go further.
We meet online, or in person if that suits you. If you travel or another project takes over, we push the end date.
Salama ran a half-day AI strategy workshop for our leadership team, and it changed the way we work. She combines a deep understanding of the financial industry with genuine technology expertise, so nothing stayed abstract. Everything was hands-on and immediately applicable. Within days, members of our team were using the tools confidently in their daily work. I recommend her without hesitation to any leadership team that wants to move from curiosity to real competence.
COO, leading Swiss private bank
Scope
Also possible
Some principals would rather learn this alongside a few others. Bring your peers and we can create a private group for you to learn together.
Who this is for
Principals and family office executives who want to use AI themselves, on their own work.
If what you are after is a system built for your family office, that is a different conversation, and it is the work of FIDUCIA AI, the company I co-founded.
Who I am
Twelve years at Vontobel, one of the long-standing Swiss private banks: traditional in the way it looks after families, and one of the leading names in structured products.
I ran the structuring desk there, then advised family offices and external asset managers on their structured products investments.
I have spoken at side events in Davos during the World Economic Forum.
Independent since late 2023, teaching senior leaders to use AI on their own work.
More recently, principals, family office executives and leadership teams started reaching out. I work with them one to one and in small groups. The work is always hands-on. We work on their own business questions, and by the end they do not need me.
I am also the co-founder of FIDUCIA AI. We build AI agents as a service for family offices. You want to learn more? Visit fiduciaai.ch