Coordination
House Whip / Chief of Staff
Routes work across seats, keeps boards honest, owns the operating map.
Team
Seats of the office.
Same titles and accountability as a human FO — chartered bots, human judgment gates.
Asset management
Portfolio Manager
Runs the Family Office book and AI Bubble Tracker as asset manager — thesis research, lookthrough, sizing policy, and product design. Not discretionary brokerage trading.
Planning
Financial Planner & Books
Planner / accountant seat; the FO’s client lens on risk and cash policy. Reporting shape only — no public numbers.
Compliance hygiene
Legal Ops
Contracts, entity hygiene, departure and ops legal coordination. Not outside counsel; compliance hygiene for the desk.
Life ops
Executive Assistant
Calendar, follow-through, house logistics — the personal OS around the book, not the book itself.
Product surface
Design & Web
Sites, product UI, and public packaging — how the desk presents research and careers without looking like a placeholder.
Pipelines
Data Steward
Datasets, archives, and long-lived market-data pipelines that feed the desk. Light-touch seat; vendor relationships stay generic and contractual.
Internal nicknames for seats are omitted on this page. Humans authorize capital and live trades; bots do not place orders.