25 years inside investment firms, family offices and advisory practices. We know which AI investments pay off because we've lived the workflows.
Pick a scenario and see how we'd think about it. This is a preview. Real engagements go much deeper.
AI capability is not a feature. It's a compounding asset. Firms that build genuine AI fluency today operate faster, think sharper and make better decisions than those that don't. The gap widens.
The best use of that capability isn't automation. It's bringing AI into the room as a strategic partner for your most important thinking. VectorStrat builds that capability from the inside: the fluency, the tools and the practice that create an edge that keeps growing.
The kit that runs my practice. Items marked affiliate mean I earn credit if you sign up through my link. I only list tools I actually use.
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.
Strong for research with large context windows.
Turning a pile of sources into a queryable knowledge base, fast.
Anthropic's most public Claude Code engineer argues HTML beats Markdown as the output format for AI agents: denser, more shareable, supports two-way interaction. Quietly important if you're building agent systems.
Mollick revisits his 2023 predictions and maps the shift from co-intelligence to managing AI agents. A clean frame for what's changed.
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 exec with deep experience inside sophisticated family offices. We know what it takes to run a firm and our expertise has been built by many years of investing in, building and operating financial services businesses.
We work with investment managers, advisory practices, hedge funds, private equity firms, family offices and wealth managers who want to adopt AI thoughtfully and effectively. Our approach is grounded in practical experience in how these businesses are run.
Whether you're evaluating AI for the first time or ready to scale what's working, we bring operating experience and hands-on AI expertise to deliver practical, measurable results.
VectorStrat engagements start with a focused discovery session. Every program is built around your firm's specific workflows, team and goals.