Redesigning the Operating Model of a Global Wealth Firm
How a $300B wealth manager rebuilt its advisor operating model around human agency and AI copilots.
Building the Portco Operating Model for the Human Agency Era
A case study on portfolio operating-model reviews redesigned around human agency and Value Leak diagnostics.
90-Day Executive Playbook: Beginning the Redesign
Sequences the first 90 days of an operating-model redesign — from diagnostic through governance recalibration to a first workflow redesign.
Governance That Enables Speed
AI governance is failing in two directions at once — paralyzing some firms while leaving others exposed. A better posture treats governance as an accelerator, not a brake.
Where is value quietly leaking in your organization?
Complete the Human-Machine Value Leak Assessment and receive an executive dashboard within minutes.
Begin the AssessmentSchedule an Executive Strategy Session.
A 60-minute conversation with a partner on your operating model and where the leverage sits.
Schedule SessionThe Human Agency Quarterly.
Research, frameworks, and field notes for the executive team. Quarterly. No promotion.
H+MW Editorial
Human Agency Practice
Field notes and commentary from the Human + Machine Works practice.