Browse categories
Explore
Fiverr Pro
English
$
USD
I will create your virtual family office
Jimmy
About this gig
Stop managing your wealth with manual inputs and expensive personnel. I will build you a AI Family Office Brain that doesn't just sit there it acts.
By leveraging Claude Code for autonomous execution and a Speech-to-Action interface, you can manage your entire estate through simple voice commands. This is a fully automatable system that writes its own scripts, updates its own databases, and executes complex financial workflows without you lifting a finger.
How it Works:
- Capture: You speak a command or use phone
- Reason: Claude Code interprets the intent and writes the necessary logic to handle the request.
- Execute: The system interacts with your spreadsheets, PDFs, or financial APIs.
- Confirm: You receive a voice or text notification: "Action complete. Venture fund ledger updated."
Tech Stack Expertise:
- Claude 3.5 & Claude Code: For high-level reasoning and autonomous file manipulation.
- Notion/Obsidian: AI Brain with Agents for each core vertical needed to protect your wealth.
️DISCLOSURE
Because this system involves autonomous execution, a discovery call is mandatory to ensure we set up the proper safety guardrails and permissions for your accounts
Get to know Jimmy
Jimmy
I buy businesses and show you how you can too!
- FromUnited States
- Member sinceAug 2019
- Avg. response time1 hour
- Last delivery3 weeks
Languages
English
I run an investment banking firm focused on providing backend virtually for family offices and institutional capital. I’m the quiet engine behind the fundraising for several active mandates. My datasets cover global and Middle East Family Offices, PE/VC, Sovereign, and Pension Funds, plus sector-focused groups in AI, Sports, Tech, Consumer, and Real Estate. From Asia to the USA, I deliver refined, verified intelligence... not web scraped lists. I am the point person for the 1% who close 75% of the deals. If you want the desk of the decision-maker you talk to me.
My Portfolio
FAQ
How secure is my sensitive financial data in this setup?
Yes. Your "Brain" lives in Obsidian as local Markdown files on your hardware. Unlike cloud-only AI, you own the data. Claude Code runs as a local agent, accessing only what you permit. You retain 100% data sovereignty and privacy.
What exactly is "Speech-to-Action" and how do I use it daily?
It replaces manual entry. Speak a command like "Log a $10k investment in Tech Fund X," and the AI captures the audio, parses the intent, and uses Claude Code to autonomously update the correct ledger inside your Obsidian vault.
Do I need to be a programmer to use Claude Code with Obsidian?
No. I handle the complex setup of the Claude CLI and Obsidian architecture. You interact via a simple "Command Palette" or voice. If you can send a text or leave a voice note, you can manage this entire autonomous system.
What is the core purpose of a Family Office, and why do I need a "Virtual" one?
A VFO provides the control of a traditional firm without the massive overhead. It centralizes fragmented data from banks and lawyers into one "Brain," giving you a 360-degree view of your legacy and ensuring no detail is lost to human error.
How does a Virtual Family Office help protect and grow my wealth?
The AI acts as a 24/7 auditor, flagging risks and tracking tax deadlines. By documenting entity structures and SOPs in a private, local-first vault, you prevent "wealth leak" and ensure critical knowledge is preserved for future generations.
