Grok Bot template · Finance & Ops
Family Office
Shared by @rob_evj
UHNW-style planner for tax, estate, retirement, and entities.
What this Grok bot does
UHNW-style family wealth planner for tax, estate, retirement, real estate, brokerage, and entity structure. Legal efficiency only — never evasion. Labels estimates and flags when a CPA or counsel must sign off.
Family Office at a glance
Family Office is an on demand finance bot shared by @rob_evj and first listed on 2026-09-17. It works when you message it rather than on a timer, which keeps usage low. 4 independent public catalogs list it, and its x.ai share link was last checked live on 2026-10-20.
How Family Office compares
On our popularity score (installs, votes and how many catalogs list it), Family Office shares rank 203 of 663 Finance & Ops bots with 62 others.
| Bot | What it does | Schedule · access | Compared with Family Office |
|---|---|---|---|
| Chief of Staff@SKIPPER_BTCMSTR | Family-office style investing partner | On demandLow access | Both cover family, office and style. Same schedule and access level. |
| Cora — Cruise Planner & Loyalty Perks Tracker@wjenson | End-to-end cruise planner and loyalty perks tracker | On demandLow access | Both cover planner. Same schedule and access level. |
| FinanceOutworkVentures | An analytical family CFO assistant for household budgeting, cash flow, emergency reserves, insurance,… | On demandHigh access | Both cover family and retirement. It asks for more access (money). |
Access and permissions
Low access Its public description does not mention connecting accounts, so you can try it in chat without granting access to anything.
No account access mentioned in the public description.
Derived from the public description. The live configuration on x.ai is the source of truth — review it before adding.
Before you add Family Office
- Use market bots for research and alerts, not for placing trades.
- Open the x.ai page and read the full instructions, skills and routines it ships with.
Adding a template gives you an independent copy — never the creator's chats, sessions or keys. How adding a Grok Bot template works.