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Roboco use-case page

Family Offices & Wealth Managers

Confidential multi-property, advisor, and document assistant

Best placement

Private office, secure network closet, family-office operations room, or estate manager office.

Hardware fit

Roboco Orin Nano per office/property. DGX Spark highly recommended for confidential document analysis. Jetson Thor useful for estates, security, and physical systems.

Setup instructions

  1. 1.Create a Family Office Space with strict roles.
  2. 2.Pair owner, assistant, and approved staff.
  3. 3.Connect advisor communications and document folders.
  4. 4.Create property and entity workspaces.
  5. 5.Enable local-only mode and audit logs.
  6. 6.Add DGX Spark for private document work.

Likely integrations

Advisor emailCalendarLegal docsAccounting docsProperty dashboardsStaff tasksDGX SparkEstate systems

30 focused use cases

Use case 01
Advisor email summaries
Use case 02
Meeting preparation
Use case 03
Legal document summarization
Use case 04
Accounting document summarization
Use case 05
Investment report organization
Use case 06
Property status summaries
Use case 07
Family calendar support
Use case 08
Open task tracking
Use case 09
Multi-property dashboard
Use case 10
Vendor management
Use case 11
Household staff task list
Use case 12
Confidential document search
Use case 13
Local-only privacy mode
Use case 14
Board/family meeting prep
Use case 15
Document version comparison
Use case 16
Trust/estate document organization
Use case 17
Insurance document search
Use case 18
Philanthropy/grant document support
Use case 19
Travel planning support
Use case 20
Maintenance reminders
Use case 21
Advisor follow-up tracking
Use case 22
Weekly family office report
Use case 23
Security-device status monitoring
Use case 24
Private knowledge graph
Use case 25
Role-based access for staff/advisors
Use case 26
Secure support session
Use case 27
DGX Spark private document analysis
Use case 28
Estate smart-system coordination
Use case 29
Multi-Roboco property mesh
Use case 30
Executive concierge workflows

Copy/paste prompt templates

Initial setup planner

I am setting up Roboco for Family Offices & Wealth Managers.
My primary goal is: [GOAL].
My location/device placement is: [WHERE_ROBOCO_WILL_SIT].
My approved integrations are: [INTEGRATIONS].
My privacy requirements are: [LOCAL_ONLY / CLOUD_ALLOWED_WITH_APPROVAL / OTHER].
Create a setup plan, recommended automations, and the first 10 prompts I should try.

Safe discovery prompt

Roboco, scan only my approved local network for the Family Offices & Wealth Managers setup.
Do not control anything yet.
Show me discovered devices grouped by type, risk, and recommended action.
Ask for approval before enabling any integration or automation.

Daily briefing prompt

Roboco, give me my daily Family Offices & Wealth Managers briefing.
Include: important changes, open tasks, devices or systems needing attention, recommended next actions, and anything requiring approval.
Keep it practical and prioritize what matters today.

Automation builder

Roboco, create automations for this Family Offices & Wealth Managers setup.
My top priorities are: [PRIORITIES].
My approved devices and integrations are: [APPROVED DEVICES].
Actions that require confirmation are: [ACTIONS].
Create 5 automations, explain the benefit of each, and ask for approval before enabling them.

Hardware recommendation

Roboco, recommend hardware for Family Offices & Wealth Managers.
Current Roboco device: [ORIN NANO / OTHER].
Optional hardware available: [DGX SPARK / JETSON THOR / NAS / EXTRA ROBOCO].
My workloads are: [DOCUMENTS / CAMERAS / IOT / MEETINGS / RESEARCH / ROBOTICS].
Tell me whether Orin is enough or whether DGX Spark, Jetson Thor, or more Robocos would help.

Recommended first launch script

  1. 1. Plug in Roboco power and Ethernet.
  2. 2. Open roboco.local or scan the QR/pairing code.
  3. 3. Choose the matching persona page: Family Offices & Wealth Managers.
  4. 4. Copy the Initial Setup Planner prompt and fill in the blanks.
  5. 5. Run Safe Discovery, approve only the integrations you trust, then enable Daily Briefing.