"95% of AI pilots fail. This book explains why — and gives you the framework that doesn't."
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The Step-by-Step Blueprint That Ends Failed AI Pilots and Transforms Your Family Office Operations

Without spending six figures on consultants, without disrupting what's already working — and without becoming a technology expert to do it.

200+ Pages
10 Chapters
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AI for the Family Office by Chris Matthews — Book Cover
57%

of family offices still run on spreadsheets

95%

of AI pilots fail — MIT research, 2024

19→8

working days saved on quarterly reporting

SSAMM

The framework that ends failed pilots

Inside the Book

What's Inside AI for the Family Office

  • The SSAMM MethodTM — a five-stage methodology that tells you exactly what to do, in what order, before you spend a penny on technology
  • The "Why?" Test — a single question that exposes every redundant process step and cuts your workload before automation begins
  • Three-Tier Automation Roadmap — what to deploy this week, this month, and this quarter — with zero guesswork
  • Full Investment Reporting Walkthrough — a 19-day reporting cycle reduced to 8 days, with the exact steps and tools used
  • Green/Amber/Red Data Classification — the only safe way to use AI with sensitive family office data, without legal or compliance exposure
  • The AI-Ready Team Model — identify your Champion, Operator, and Sceptic from your existing team, no new hires required
  • Monitoring Dashboards & Escalation Templates — so automation never fails silently and every exception is caught before it becomes a problem
"This book solved a problem I didn't realise I had. I thought we needed better software. SSAMM showed me we needed better processes first. Our quarterly reporting now takes eight days instead of nineteen."
— Paul C., COO — Single Family Office (Arizona)
AI for the Family Office

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30-Day Money-Back Guarantee — If it doesn't transform at least one process, we'll refund every cent. You keep the book and all four bonuses.

Chapter by Chapter

Here's What's Inside AI for the Family Office

Chapter 1

Why Smart Money Still Does Things the Dumb Way

Diagnoses the five operational traps keeping even the most sophisticated family offices running on friction — and names exactly why each one persists.

Chapter 2

The SSAMM MethodTM: Your Roadmap

Introduces the complete five-stage system — Simplify, Systemise, Automate, Monitor, Manage — and explains why the sequence is non-negotiable.

Chapter 3

SIMPLIFY: Strip It Back Before You Build It Up

Map your actual processes, apply the "Why?" test to every step, and eliminate inherited complexity before a single technology is evaluated.

Chapter 5

AUTOMATE: Now, and Only Now, Introduce the Technology

Evaluate AI tools against a specification — not a vendor's demo. Three tiers of automation: this week, this month, this quarter.

Chapter 8

Investment Reporting: Full SSAMM Walkthrough

A complete, copy-and-implement example: from a 19-day quarterly reporting cycle to 8 days — with every step, tool, and decision point documented.

Chapter 10

Building Your AI-Ready Team

The Champion, Operator, and Sceptic model. How to handle resistance, bridge the generational divide, and build internal capability without new hires.

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Unlock 4 Exclusive Resources Worth $245 — Included With Your $27 Order

Total Bonus Value: $245 — Included Free With Every Order
#1

SSAMM Implementation Kit

Everything you need to run your first SSAMM pass — without a consultant

The templates, worksheets, and checklists referenced throughout the book, packaged for immediate use. Stop designing from scratch and start from a proven foundation.

  • Process mapping worksheets — map your current processes in under two hours
  • Automation readiness checklists — know exactly when a process is ready to automate
  • Green/Amber/Red data classification templates — protect sensitive data in every workflow
INCLUDED — Value: $87
#2

Family Office Prompt Library

Tested AI prompts written specifically for family office operations

Generic AI prompts produce generic results. This library gives you prompts engineered for the specific language, tone, and accuracy standards a family office requires.

  • Investment reporting narrative prompts — consistent tone, correct terminology
  • Compliance and risk summary prompts — structured outputs that satisfy your governance requirements
  • Exception handling prompts — flag and document anomalies in the right format, every time
INCLUDED — Value: $57
#3

Governance & Monitoring Templates

The oversight layer that stops automation from failing silently

Most AI implementations fail in the months after launch — not because the technology breaks, but because nobody built a monitoring layer. These templates build that layer in an afternoon.

  • Verification checklists — catch errors before they leave your office
  • Monitoring dashboard templates — RAG-status tracking for every automated workflow
  • Escalation framework guides and weekly review agendas — 15 minutes per week, nothing slips through
INCLUDED — Value: $67
#4

AI Readiness Assessment

Know exactly where to start — before you spend a single dollar

The same diagnostic Chris uses with his consulting clients, now available for you to run independently. In under 30 minutes, you'll have a personalised starting point for your first SSAMM pass — before you spend a single dollar on technology.

  • Score your operation across all five SSAMM stages
  • Identify your highest-pain process — the one that will deliver the fastest visible return
  • Get a personalised starting point matched to your specific situation
INCLUDED — Value: $34
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Is This You?

This Book Is For Family Office Leaders Who Are...

Drowning in Spreadsheets

Quarterly reporting takes three weeks and involves manual reconciliation across four data sources. You know it shouldn't work this way. It just does.

Held Hostage by Key People

One person in your office holds all the institutional knowledge. When they take leave, things slow down. If they ever leave, you'll spend six months recovering.

Burned by Past AI Failures

You've bought a platform — maybe two. They were expensive, the implementation dragged, and the team still uses spreadsheets alongside them. The ROI was never there.

Paralysed by Cybersecurity Concerns

Every time someone proposes a new AI tool, security concerns shut the conversation down. But with no framework for evaluating tools, every decision feels like a risk.

Feeling Pressure to "Do AI"

The principal has read about it. Next-gen family members are asking why the office isn't doing more. Vendors are calling. And you don't have a clear answer yet.

Spending Time on the Wrong Things

Your operations team spends 80% of their time on reconciliation, formatting, and chasing data — work that doesn't require their expertise. The strategic work never gets done.

No matter which of these describes you — SSAMM gives you the exact starting point, the exact sequence, and the exact templates to transform the situation within your first quarter.

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What Readers Are Saying

Real Results From Family Office Leaders

"This book solved a problem I didn't realise I had. I thought we needed better software. SSAMM showed me we needed better processes first. Our quarterly reporting now takes eight days instead of nineteen. The principal noticed within the first cycle."
PC

Paul C.

COO — Single Family Office (Arizona)

"I've read every AI business book published in the last two years. This is the only one that gives you a real methodology rather than a collection of case studies. The SSAMM MethodTM is already running in two of our core processes."
SM

Sarah M.

Operations Director — Multi-Family Office (London)

"We'd already failed with two platforms before reading this. What Chris explains is exactly why those failures were inevitable — and what to do differently. We're now on our third SSAMM pass and the team actually wants to do it."
JT

James T.

Family Office Principal (Texas)

"The key-person dependency section alone was worth ten times what I paid. We spent six weeks systemising one person's knowledge using SSAMM. That investment paid back immediately when she went on extended leave — not a single process broke."
RB

Rachel B.

Chief of Staff — Single Family Office (New York)

"Practical, specific, and honest about what goes wrong. Chris doesn't oversell AI — he gives you a framework that works regardless of which tools you choose. That's what was missing from everything else I'd read on the subject."
DH

David H.

Finance Director — Single Family Office (Zurich)

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Chris Matthews — AI for the Family Office
Your Author

Chris Matthews

Entrepreneur · AI Implementation Specialist · Author

Chris Matthews' career began in civil engineering — an industry built on one unbreakable rule: survey the ground before you build. That discipline shapes everything in this book.

After completing an MBA in Strategic Management, he founded and scaled a national network of weight management clinics: from a single site to ten owned clinics and twenty-five franchise partners across England and Scotland. His team of over 120 doctors, therapists, and support staff helped more than 10,000 patients lose a combined 20 tonnes of weight. He sold the business to an investment company in January 2023.

That exit brought Chris back to technology. He now helps businesses — and family offices specifically — cut through the noise of artificial intelligence and find practical applications that move the needle. The SSAMM MethodTM emerged from that work: the same methodology he used to fix broken healthcare operations, applied to the unique complexity of family office environments.

He is the author of two books. His first, The Profitable Practice Playbook, is available on Amazon. You can connect with him at chrismatthews.co.uk.

The AI for the Family Office 30-Day Guarantee

Read the book. Work through SSAMM with your highest-pain process. If you don't identify at least one concrete improvement you can implement by Monday morning, contact us within 30 days for a full refund of your $27. You keep the book, all four bonuses, and everything you've learned. No questions asked, no forms to fill, no hoops to jump through.

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Common Questions

Frequently Asked Questions

Family office principals, COOs, operations directors, and finance leads who want to implement AI without the 95% failure rate. It's especially useful if you've already tried a tool or two that didn't stick and want to understand why — and what to do instead.

No, and no. There are no platform rankings, no AI glossaries, and no chapters on machine learning. This is an operational design framework. Technology enters only at Stage 3 of 5 — after your processes are simplified and documented. No technical background is required.

SSAMM stands for Simplify, Systemise, Automate, Monitor, Manage. The order is non-negotiable because each stage creates the foundation for the next. You cannot automate a process you haven't simplified. Automating a broken process doesn't fix it — it just makes the breakage faster. The sequence is what separates a working AI implementation from an expensive pilot that quietly fails.

Almost certainly. The 95% pilot failure rate exists because organisations skip the first two stages — Simplify and Systemise — and go straight to Automate. If your previous attempts failed, they almost certainly failed for that reason. Chapter 1 of the book will tell you exactly what went wrong. Chapter 2 gives you the methodology that prevents it happening again.

The full 200+ page digital edition (PDF and EPUB) plus four bonus resources worth $245: the SSAMM Implementation Kit (worksheets and readiness checklists), the Family Office Prompt Library (tested AI prompts for reporting and compliance), Governance and Monitoring Templates (verification checklists, dashboards, and escalation guides), and the AI Readiness Assessment. All downloadable immediately from aiforwardfamilyoffice.com/resources after you order.

The digital edition and all four bonuses are available the moment you complete checkout — usually within 60 seconds. If you add the optional physical hardback at checkout, that ships within 3 business days and typically arrives in 5–10 days to the UK/Europe and 7–14 days internationally. Either way, you can start reading immediately on your laptop, tablet, or phone.

Yes — a receipt is included with every order. The $27 book qualifies as a professional development expense under most family office expense policies. If you need a VAT receipt or specific invoicing format, contact us after your order and we'll accommodate that.

There's a 30-day full refund — every cent of your $27 back. If you read the book and don't find a single actionable improvement using the SSAMM MethodTM, contact us within 30 days. You keep the book, the four bonuses, and the knowledge — and we refund the order. No questions, no forms, no hassle.

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The step-by-step SSAMM blueprint that ends failed AI pilots and transforms your family office operations — one process at a time. Instant digital download. Physical hardback available as an optional add-on at checkout.

  • AI for the Family Office — 200+ page digital edition (PDF + EPUB)
  • SSAMM Implementation Kit (Value: $87) — INCLUDED
  • Family Office Prompt Library (Value: $57) — INCLUDED
  • Governance & Monitoring Templates (Value: $67) — INCLUDED
  • AI Readiness Assessment (Value: $34) — INCLUDED
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