JFG Family Office
JFG

AI Family Onboarding Dashboard

Proof of concept · synthetic data only · version 2

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JFG Family OfficeJFG
JFG - AI Family Onboarding Dashboard
Family office · Proof of concept · Synthetic data · Version 2

Families

Every family in flight, with owners, blockers and where they are in onboarding.

All families

Click a column heading to sort.

Advisors

Who can lead a family, how much room they have, and what they are best at. Changes show up in the new-family form and in Mutual Fit.
NameEmailExperienceCapacityLeadingOpen slotsStatus

Family record

Family

Stage

Relationship

Relationship owner

Lead

Lead advisor

Not assigned

Next action

Not set
Stage gateAdvance when general relationship-building becomes serious exploration and intentional discovery.
Outputs that must travel forwardClear relationship owner; current relationship stage; meaningful context; value delivered; next step with owner and date; current source-of-truth record.

Cluster 2 · Capture relationship intelligence

Turn meeting notes into a reusable record

AI extracts and flags missing context. The advisor supplies nuance and edits anything.

Cluster 3 · Classify the relationship

Confirm where this relationship stands

AI recommends a stage from evidence and activity. A person confirms it.
AI recommendation
Needs captured context first

Cluster 5 · Set next action and follow-through

One next step, with an owner and a date

Commitments

Stage gateAdvance only when a written Mutual Fit Thesis is strong enough for formal pressure-testing by CAC.
Outputs that must travel forwardLead advisor and clean handoff; internal command center; why-now statement; family-specific peace-of-mind definition; fit points of view; complexity map; open questions and risks; Mutual Fit and Service Theses; next-path decision.

Cluster 1 · Assign lead advisor and complete handoff

Pick the right lead, then hand off cleanly

AI shows capacity and context. A person makes the assignment.
AdvisorOpen capacityExperienceWhy or why not

Cluster 2 · Activate the command center

One view of owners, status, blockers and decisions

Open items0
Blocked0
Stale (7+ days)1
Client effort so far28 min
WorkstreamOwnerStatusBlocker or next step

Ask the command center

Pick a question above.

Cluster 5 · Assess fit and visible complexity

Four views of fit, a complexity map and an economics estimate

AI structures the evidence and drafts. The advisor judges fit and JFG's ability to serve well. Scores are 1 to 5.

Complexity map

Economics estimate (illustrative logic)

Result
Stage gateBegin onboarding only after acceptance or conditional acceptance is clear and the governing theses are updated.
Outputs that must travel forwardCAC pre-read; member feedback; flagged exceptions; decision and rationale; conditions and constraints; updated theses; next owner; preserved precedent.

Cluster 1 · Prepare the CAC pre-read

Email brief and calendar invite, sent after a person approves

AI assembles the packet, traces evidence, flags gaps, drafts the email and sets the meeting. Sending is simulated.
Invite title
CAC: Family XYZ
Proposed time
Thursday, 10:00 AM CTchecks calendars
Attendees
CAC members, lead advisor

Clusters 3 and 4 · Pressure-test, decide, document

CAC decision

The committee decides. The system records it. This part is not marked for the POC, so it is kept light.
Choose an outcome.

Conditions (optional)

Stage gateStart implementation when the roadmap, accountable owner, shared context, and critical inputs are ready, even if known items remain open.
Outputs that must travel forwardDecision-to-join confirmation; first 100-day to one-year roadmap; signed agreement; communication preferences; coordinated intake; validated documents and data; visible missing-items list; initial proposal; cross-functional transition; family knowledge foundation.

Cluster 1 · Confirm commitment and launch roadmap

Confirm the decision to join, then draft the roadmap

Cluster 2 · Complete agreement and welcome

Agreement, compliance review, signature, welcome

AI drafts, routes, tracks and archives. People review compliance-sensitive content and welcome the family. E-signature is simulated.

Cluster 3 · Coordinate ask-once intake

Client profile intake

Today, when a new client is closed in the CRM, IntelliStack/Formstack emails the profile form and the answers flow back to the CRM. This shows the same path. The last step shows the message that would go back to the CRM. Nothing is sent.

1. A new client is closed in the CRM

Family · Lead advisor: LeadStage: Prospect

2. The profile request goes out by email

From: JFG Family Office (test mailbox) · To: Client A
Subject: Welcome to JFG. Your family profile
Welcome to JFG. To get started, please complete your family profile. We've filled in what we already know, so it should take about 15 minutes. You can save your progress and return any time.
Click the link in the email to open the form as the client.

3. The client completes the profile

https://profile.jfg-example.com/secure/a8f3-92c1 (simulated secure link)encrypted
Sections follow the current JFG form. Question wording is shortened.

4. The message that would go back to the CRM

Field names are placeholders until we have the current Formstack-to-Dynamics mapping. Nothing was sent.

      

    

  

  






  
Stage gateTransition to proactive service when critical implementation clusters are complete or deliberately assigned forward with an owner and due date.
Outputs that must travel forwardAccounts opened and assets transferred; approved and signed IPS/proposal; reporting, billing and accounting established; public and private portfolios initiated; coordinated family update; residual open-items list; implementation lessons; closed and archived command center.

  

    
Implementation: coming soon

    
Not part of this POC. Planned work clusters:

    
Open accounts and transfer assetscoming soon

    
Finalize proposal / IPS and approvalscoming soon

    
Establish operating infrastructure (reporting, billing, accounting)coming soon

    
Implement the public portfoliocoming soon

    
Implement the private capital portfoliocoming soon

    
Coordinate one family updatecoming soon

    
Carry forward residual work and closecoming soon

  






  
The same assistant as the floating one. It reads this family's record and the stage you are on. Every conversation is saved in the history on the left, so you can come back and keep asking.

  





Audit trail











  
JFG AI Assistant

  





New family

  
Starts at Relationship. In a later phase, families will come from the JFG CRM.

  
  
  

  


Add advisor

  
  
The name can't change after the advisor is created, because families refer to it.

  
  
  
  
  
  

  


How this works

  
  • The dashboard lists every family. Open one to work on it.
  • Each family moves through five stages: Relationship, Mutual Fit, CAC, Onboarding and Implementation (coming soon).
  • AI drafts and flags. People confirm, approve and decide.
  • The JFG assistant (bottom right) can see the family you have open, or all families from the dashboard.
  • Zocks, Outlook, DocuSign and Dynamics are simulated. All data is fictional.