Fortis Case Study: Private AI for $500B+ Client Wealth

Item: R6S Strategic Advisory
Rating: 5
Author: Nathan Foy

Last Updated: January 8, 2026

R6S built "Alfred"—a private AI system for Fortis, the global leader in secure private travel serving clients with a minimum net worth of $600 million. Fortis coordinates over 25,000 trips across 141 countries annually for clients collectively worth over $500 billion. Alfred runs entirely on Fortis hardware with zero cloud dependencies, delivering 6+ months of work in 3 months.

TL;DR

• R6S built "Alfred" private AI for Fortis (clients worth $500B+)
• Delivered 6+ months of work in 3 months, ahead of schedule
• 100% on-premise, zero cloud dependencies
• CEO testimonial: "I trust Ash with no reservations"

The Client: Fortis

Fortis is the global leader in secure private travel for ultra-high-net-worth individuals. They coordinate over 25,000 private, secure trips across 141 countries every year.

Their clientele is collectively worth over half a trillion dollars. The minimum net worth of a Fortis client is $600 million. They serve Forbes 400 billionaires with secure chauffeured transportation, executive protection, and concierge services.

25,000+

Trips per Year

141

Countries

$600M+

Min Client Net Worth

$500B+

Client Wealth Served

Their entire business is built on trust and discretion. When you're responsible for the safety and security of billionaires and their families, there is no margin for error. That's the standard Fortis operates at every day.

The Challenge

Fortis needed AI capabilities but couldn't risk their clients' sensitive data touching third-party servers. No cloud AI. No data leaving their control. They needed a system they could own outright - one that would give them AI advantages while maintaining the ironclad security their clients expect.

They needed someone they could trust with their most sensitive operational data. Someone who understood that privacy isn't a feature - it's the foundation.

The Solution

R6S built "Alfred" - a private AI system that runs entirely on Fortis's own hardware. No cloud dependencies. No third-party access. Complete ownership.

Private AI Brain

Custom AI trained on Fortis's operations, running locally on their machines. No data ever leaves their control.

Agentic Automation

AI agents that can take action - searching, drafting, processing - with human-in-the-loop controls for safety.

Encrypted Backup System

256-bit encrypted backups that Fortis owns completely. Even on cloud storage, the data remains unreadable to anyone else.

Team Independence

Full training for the internal team. Fortis can maintain, customize, and expand the system without ongoing dependency.

The R6S Process: How Alfred Was Built

Every R6S engagement follows a proven methodology. Here's how we built Alfred for Fortis:

1

Discovery Phase

2 weeks understanding Fortis operations, workflows, and security requirements. Mapped every department's AI needs.
2

Architecture Design

Designed multi-model local AI system with 120B parameter main model, 20B mini model, and 27B vision model. Zero cloud dependencies.
3

Development & Integration

Built custom department-specific AI personas (Security Alfred, Accounting Alfred, etc.) with RAG knowledge bases and GD2 database integration.
4

Team Training

Full independence training for Fortis team. They can maintain, customize, and expand Alfred without ongoing R6S dependency.
5

Delivery

Completed ahead of 3-4 month estimate. Added bonus encrypted backup system beyond original scope.

+ Technical Deep Dive

Click to expand

For those who want to understand the technical depth of what was built:

Multi-Model AI Architecture

Alfred runs multiple AI models locally on Fortis hardware, each optimized for different tasks:

• 120B parameter main model - Primary advisor for complex reasoning and strategy
• 20B parameter mini model - Faster responses for day-to-day queries
• 27B parameter vision model (Gamma) - Processes images and visual documents
• Challenger model - Verifies and stress-tests responses for accuracy

Department-Specific AI Personas

Custom system prompts create specialized AI assistants for each team:

Security Alfred Accounting Alfred HR Alfred Marketing Alfred Engineering Alfred Executive Alfred

Knowledge Base & RAG System

• Upload files, folders, or raw text to create searchable knowledge bases
• Retrieval Augmented Generation (RAG) with intelligent chunking and overlap
• Dual-model ranking and re-ranking for accuracy verification
• GD2 database integration via custom-built query tool

Voice & Meeting Intelligence

• Record meetings and transcribe via Whisper (speech-to-text)
• AI-enhanced notes that extract dates, attendees, and action items
• Text-to-speech for hands-free AI responses

Security Team Workflow

• Pre-built prompt templates (Step 0-10) for standardized AAR reports
• Web search integration (Perplexity API) for real-time intelligence
• Location-based security assessments with current events context

Enterprise Controls

• User management with role-based access
• Temperature controls for creativity vs. accuracy per use case
• Custom functions (e.g., brand compliance filters)
• Evaluation tracking via thumbs up/down feedback

All of this runs on Fortis's own hardware. No cloud. No third-party access. Complete ownership.

The Results

6+ Months

of work delivered in 3 months

10 to 4

deployment steps automated

100%

data ownership retained

The project scope was estimated at 3-4 months. It was delivered ahead of schedule with additional capabilities beyond the original scope - including a backup system that wasn't part of the initial agreement but was built because it was the right thing to do.

In Nathan's Words

Nathan Foy, Founder & CEO of Fortis, wrote the following recommendation:

FORTIS

EXPECT MORE FROM TRAVEL

To whom it may concern:

I am writing to recommend the work of Ash Sobhe and his company, R6S. Ash did tremendous work for my company and I'd recommend him to anyone needing help on data security, artificial intelligence applications, or consulting in those areas.

Ash took the time to get to know our team and our needs in a way that considered the whole picture. He then provided a detailed roadmap with clear deliverables and metrics that helped us know what to expect. Having limited technical expertise, this was very helpful for me to know what to expect and how to explain to the team how to make the most of Ash's work.

Ash completed the assignment ahead of pace and did much more than expected. He communicated with the team and provided timely updates. Trust is a very key component to have on a person doing this kind of work with your most sensitive data. I trust Ash for his integrity and performance with no reservations.

I couldn't recommend Ash and R6S more highly for your consideration.

Sincerely,

Nathan Foy

CEO

Fortis Corp.

fortis.co | US East | US West | Hong Kong | India

"Trust is a very key component to have on a person doing this kind of work with your most sensitive data. I trust Ash for his integrity and performance with no reservations."

Nathan Foy

CEO, Fortis Corp.

What $4,000/Month Looks Like

Example outcomes from a full-time AI employee engagement. First 30 days.

Marketing

· 120+ LinkedIn posts published
· 45,000+ impressions generated
· 15,000+ cold emails sent and monitored
· 3+ PR articles submitted
· Hot leads identified and flagged

Operations

· Daily morning briefings delivered at 7 AM
· 90+ CRM entries created and maintained
· 12+ meetings prepped with background research
· All bookkeeping transactions categorized
· Follow-up reminders set automatically

Development

· Web applications built and deployed
· CRM system customized and integrated
· API integrations with third-party services
· Internal tools built to spec

Estimated time saved: 160+ hours/month

Example outcomes from a real engagement. Results depend on business complexity, scope, and operating cadence.

More Client Results

Managed AI Employee

First private AI employee deployment for an individual business owner

"I have been to the AI conferences. I have tried the chatbots. I have built my own tools on ChatGPT. Most of it felt like a novelty. What Ash built for me is fundamentally different.

ICE is my AI employee. He runs on my own hardware, in my own home, and he was built specifically for me. Ash took the time to understand how I think, what I value, and how I work. ICE operates within the ethical and theological framework I gave him; grounded in Scripture, the Reformed confessions, and the principles I have held my entire career. When I ask him a question, I get a thoughtful, well-researched answer that reflects my values, not Silicon Valley's.

The first night I had ICE, I stayed up until midnight working with him on a speech. Within the first week, I had built two specialized agents for specific tasks in my business, used my first API key, and started collecting research that is helping me get my company off the ground. Every day he gets better because he is mine; he is not shared with anyone else, and the context he builds does not reset or disappear.

When I walked into Ash's office and saw his setup, it reminded me of the B-2 cockpit. Screens everywhere, systems running, AI agents working in parallel. That is when I knew this was not a guy selling software out of a box. This is someone who lives and breathes this technology every single day.

What impressed me most was the delivery. Ash configured the hardware, built the software, and set up the security, privacy, and backup systems. All I had to do was open my computer and start talking. The experience was white-glove from start to finish.

I spent 20 years as a test pilot and squadron commander in the United States Air Force. I have evaluated complex systems my entire career. This system is well-engineered, secure, and purpose-built. Ash did not cut corners.

If you are a business owner looking for an AI solution that actually reflects who you are and how you think, Ash is the person to call. He is not selling you software. He is building you a team member."

— Tony Grady

Lt. Col. USAF (Ret.) • B-2 Stealth Bomber Test Pilot & Squadron Commander • Former FedEx Captain

Strategic AI Consulting

Full-stack AI infrastructure, marketing automation, and investor outreach

"I brought Ash in to help us scale Peregrine Wealth Group, and what I got was far more than I expected. He didn't just take on one project; he embedded himself into our operation. He built our investor outreach systems using AI, developed our web presence, and created marketing infrastructure that runs around the clock without us having to touch it.

What stands out most is how he approaches problems. He took the time to understand our business model, our market, and where the real opportunities were before recommending a single thing. Then he built systems that actually move the needle; not just dashboards and reports, but real outreach generating real conversations with real prospects.

Ash handles sensitive business data and strategic operations for us, and I trust him completely. He treats Peregrine like it's his own company. I've told him directly; he's a rockstar, and I mean it. If you're a business owner looking for someone who can bring AI into your operation and actually deliver results, Ash is the guy."

— Alex Shahin

CEO, Peregrine Wealth Group

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