Practical AI advisory for investment, wealth and advisory teams that need better workflows, not more noise.
Pick a scenario to see the first pass.
AI capability is not a feature. It's a working capability. We help firms build the fluency, tools and habits that make AI useful in real decisions.
Practical guides and tools I use in real client work.
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Voice to text that keeps up with the speed of thought.
Meeting notes that capture structure, not just transcript.
Where I live when I'm building.
Thinking partner for structured work and long-form analysis.
Desktop agent that runs multi-step work on my files. A daily driver.
The utility knife. Brainstorming and everyday tasks.
Coding agent for technical builds, workflow cleanup and business operations.
Strong for research with large context windows.
Turning a pile of sources into a queryable knowledge base, fast.
One-on-one AI fluency building for executives and senior practitioners.
Workshops and programs that get your whole team working with AI effectively.
Ongoing partnership to guide AI strategy, tooling and workflow redesign.
VectorStrat Advisory was founded by Brian Leung, a 25-year finance executive with deep experience inside sophisticated family offices.
We work with investment managers, advisory practices, family offices and wealth managers who want AI to improve real workflows.
The work is practical: sharper research, faster reporting, better knowledge reuse and safer adoption.
Start with the workflow that matters most. We'll map what AI can do, what needs human review and where to begin.