Capacity before agent depth.
Headcount is the easy dial.
Tokens, review load, and what still remembers yesterday are the real ones.
Measure that first.
Then scale agents on a vault that already holds one truth.
Most family-office AI plans start with the model.
The ones that work start with the vault.
One truth for the household.
Then agents that inherit the same entitlements as the humans.
Advisor AI connectors are landing.
The diligence ask is still who owns the firm data layer before agents run.
Milemarker Firm MCP, 22 Sep.
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