Align wisdom with the wealth
We build institutional memory for families by preserving decision frameworks and activating governance practices.
Context and continuity for successors
Through strategic interviews and process analysis, we capture essential founder experience, insights, and models, as well as key family office governance structures and rules.
Developed into a private and secure family wisdom platform, our Meriwether AI serves as a unified intelligence and decision support system for successors and executives, as well as a dynamic teaching tool for future generations.
Family wisdom on-demand
Meriwether is a bespoke AI platform rigorously trained on your proprietary family knowledge and practices.
Apply our evaluation frameworks to this opportunity
Why did we exit the SFO real estate portfolio in 2012?
Walk me step-by-step for approving investments over $25M
Make a scorecard for how this partner aligns with our values
There's a new spouse to onboard
We need to liquidate our position ASAP, but Sam is unreachable
How have we successfully done deals like these in the past?
Apply our conflict resolution guidelines to this argument
Analyze this negotiation like Dad would
Narrative expertise
Effective AI depends on sophisticated knowledge capture and structure as much as technology.
We apply two decades of content design, development, and innovation for global brands to build family wisdom AI systems that perform.
WISDOM
Institutional memory
Decades of pattern recognition, refined perception, and gut instinct exist only inside of principals, exposing a critical judgment gap for successors.
Meriwether AI creates next-gen continuity by applying timeless insights to novel challenges, and ensuring decision-making aligns with proven frameworks and key guardrails.
GOVERNANCE
Operational clarity
Family office processes, protocols, and plans are often informal, decentralized, and unpracticed — creating significant operational risk.
Meriwether AI centralizes all essential governance rules, bylaws, and SOPs to enable dynamic, natural language querying for specific guidance on-demand.
LEGACY
Applied values
Dynastic families are built upon a bedrock of patient capital, nonnegotiable values, and a clear sense of history.
Meriwether AI brings mission statements and charters to life, guiding reputational decisions, philanthropic commitments, and evolving priorities.
Secure family IP
Meriwether AI is built on enterprise LLMs deployed in a private, SOC 2-compliant AWS environment — ensuring full data encryption to prevent external training, while preserving core knowledge and practices for generational guidance.
Executive team
A former Deloitte consultant and 20-year agency strategist and product innovator, Michael delivers a unique expertise in human dynamics and design thinking. He holds a degree in psychology and business from UCLA.
Michael Ball
FOUNDER & CEO
A Techstars alum, patented inventor, and AI pioneer, Joe has built and scaled multiple technology companies, serving clients including IBM and Citi. He holds a degree in computer science from Harvard.
Joe Rogers
CTO
Start the conversation
We typically begin with a brief 30-minute introductory call with your family office or advisory team to identify your specific needs.
