For wealth & RIA
Advise business-owner clients on AI without becoming a tech shop.
Business-owner clients already trust you on capital and planning. AI questions now show up in the same meetings. Stay in the seat.
- Sellable line in about six weeks
- Zero fixed cost to start
- You keep the relationship and the margin
Elm & Forge WealthElm & Forge Wealth can help business-owner clients put AI governance in place before the next raise
Planning-room advisory first: risk, opportunity, and scoped pilots under your engagement terms.
The opportunity
The seat you already hold
Wealth and RIA teams hear AI questions from founders and operators, but lack a packaged advisory line that respects data sensitivity and fits planning conversations.
Built for Partners at wealth, RIA, and family-office advisory firms with business-owner clients.
Client questions
What your book is already asking
If these sound familiar, you already have demand. The question is whether the answer stays inside your firm.
- What governance should a founder put in place before Series B?
- How do we keep client data out of public models?
- Can you help us evaluate the AI tools our ops team already bought?
- How do we talk about AI risk in an annual review?
- Can this attach to our existing planning retainer?
- Who reviews outputs before anything client-facing ships?
What you sell
Packaged offers under your paper
Co-branded kit included. Full white-label materials available as an upcharge on co-sell and embedded.
- $8k–$15k
Owner AI Advisory Session
Structured working session on AI risk, opportunity, and governance for a business-owner client.
- $15k–$25k
AI Opportunity Assessment
Map high-value plays across a client's finance and ops stack, with a pilot recommendation.
- $30k–$75k
Scoped Pilot
Fixed-fee build under your engagement terms, with review gates before anything ships.
Objections
What managing partners ask before signing
Our clients are extremely sensitive about data.
We operate under your engagement terms, keep data in approved environments, and document review gates before anything client-facing ships.
We are not trying to become technologists.
You stay the trusted advisor. The line is packaged judgment and scoped delivery behind your paper, not a product you have to staff.
Will this distract from planning work?
It attaches to conversations you already have. The entry offer is a structured advisory session, not a multi-month build.
Who owns the client relationship?
You do. Non-solicit in writing. We never sell direct to your book.
What happens next
From a working session to a sellable line
One clear path. The Revenue Map is free, and yours to keep either way.
- 01
Book the session
Tell us your firm and roughly how many clients could buy an AI line. Takes a minute.
- 02
45-min Revenue Map
We walk your client list segment by segment and show you what an AI service line is worth in your book.
- 03
Co-branded kit
If the math works, we stand up your service line and sales-ready one-pagers under your name.
- 04
First deals co-sold
We sell the first three engagements with your partners, typically inside six weeks of kickoff, and stay on call for every deal after.
Keep reading
Related pages
See what an AI service line is worth in your book.
Book a free 45-minute AI Revenue Map session. We walk your client list segment by segment. Yours to keep either way.