Helping firms adopt AI thoughtfully and put it to work.
Get in TouchPractical consulting for financial services firms ready to put AI to work.
We get to know how your business runs, determine where AI can make a real difference, and help you become AI native.
Reporting, compliance, client comms, routine analysis — we help you put AI to work alongside you, streamlining the day-to-day and freeing up more time for the high-impact work that drives your business forward.
A dedicated AI partner you can call on as needed. We help you evaluate tools, work through challenges, and keep things moving forward.
Personalized coaching for professionals who want to multiply their impact with AI. We help you build real fluency beyond automating tasks, expanding your executive capability. This means better analysis, faster decisions and sharper strategic thinking. The result is a durable competitive edge that compounds over time.
VectorStrat Advisory was founded by Brian Leung, a 20+ 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 financial services firms of all kinds — 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.
Interested in what AI can do for your firm? We'd like to hear from you.