Agron FazliuTechnology adviser
Writing

Notes for people responsible for difficult decisions.

I write about technology where its consequences reach beyond the systems: confidentiality, records, delegated responsibility, security, cost, continuity and AI. The most useful pieces are the ones a trustee, family-office director or adviser can forward to a colleague without translating them first.

The gutter of an open book, pages curving away
Written down at the time, so it could later be checked against what actually happened.
A note

When software can act, access is the first design problem

A system that drafts or summarises text can create errors. A system that opens records, changes data or sends messages can create effects. Those are not the same category of responsibility.

Before an agent is given tools, an organisation needs to decide whose authority it is using, what information it may see, which actions are permitted and what evidence will exist afterwards.

A responsible-use policy may set expectations. The technical controls belong in identity, permissions, approvals, logging and recovery. The larger the authority, the more deliberately those controls should be designed.

That is an executive decision as much as a technical one, because the organisation remains accountable for what the system does.

See the six levels of authority Read the longer essay

Essays

Three essays published here, on questions that arrive before the decision does.

Diligence

The technology you inherit

What a private investor or new principal needs to understand about the systems and dependencies already in place.

Four questions

Four questions worth thinking about now.

Themes rather than articles. Where existing writing addresses one, it is linked.

When is a record really under control?

The test is not simply whether a document is encrypted or backed up. It is whether the right person can retrieve the right version, whether access is appropriate, whether changes are traceable and whether the process survives staff turnover.

When is AI allowed to act?

The difference between drafting a reply and sending it is a governance decision. Once AI can reach sensitive records or take actions, the authority model matters more than the interface.

Explore the six levels

What does a supplier relationship commit us to?

A contract price rarely captures dependence on a vendor's data format, connectors, people, process or recovery method. Exit needs to be an operational question, not a paragraph discovered at renewal.

What should remain a human judgement?

Faster summaries and search can help fiduciary professionals. They do not decide whether a decision is appropriate for a beneficiary, consistent with a mandate or within a professional's authority.

A dim landscape at dusk, a few birds crossing a pale strip of sky
The useful questions are the ones that do not have an answer yet.

Existing research and longer-form writing

Earlier writing covers AI, security, data, technology leadership and operational decision-making. It reflects the technical breadth behind my present advisory focus; not every piece concerns private wealth.

Earlier research and technical writing

Measurement, network science and the methods behind the pieces above.

A page of printed text seen close, the words falling out of focus
Written for one specific problem, and useful well past it.

A note on evidence

My commentary is professional analysis, not a substitute for jurisdiction-specific legal, fiduciary or investment advice. Where I draw on industry research, the source should remain visible so the reader can separate published evidence from my interpretation.

A question often starts before there is a brief.

If one of these questions resembles a decision you are facing, an outline without private information is enough to begin.

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