applied ai June 24, 2026 4 min read
Applied AI and the Hundred-Year Advisory Relationship
Multi-generational wealth advice is the most personal, judgment-heavy work in finance. The question isn't whether to automate it, but where AI carries the weight and where a human still has to.
How to scale a deeply personal advisory relationship across a family and decades without turning it into a robo-advisor.
Keith Pattison
Founder, Black Flag Design