Sam Sur
Founder and Chief Architect in Danville, CA, USA
I’m Sam Sur — Founder of Palatino Wealth Advisors, and a lifelong builder of AI systems that bring clarity and intelligent structure to complex decisions.
Before Palatino, I built AI and data platforms with Makoro, working across manufacturing, energy, and financial services. Today, we are building Taurion, our agentic-AI platform that powers the Palatino Blueprint™ framework, giving families structured, clarity-first decision support across all seven pillars of their financial life.
The Blueprint begins with the essentials — income protection, liquidity readiness, and legacy basics — then expands into tax strategy, investing, career design, and long-term planning.
My mission is to bring the clarity, calm, and intelligence of modern AI systems into personal financial life, without jargon or pressure.
👉If clarity is a priority for you this year, you’re welcome to connect or download the free 2026 Financial Clarity Checklist.
Download the Financial Clarity Checklist
Or,
Book a Clarity Session wirh me
👉 If you want to see exactly where your family stands financially, and what to strengthen next.
Book a Blueprint Family Protect Review
👉If business continuity is your priority, get A clear, structured review of the risks that could disrupt your business.
Book a Blueprint Business Protect Review
👉If you are a fund manager or financial advisor, looking to differentiate and turn fragmented private-market processes into a single, intelligent experience for your investors, sign up for access to our Agentic AI platform - Taurion.
Request Partnership Access for Taurion
👉Have a question or want to request a private review? Use the form below.
Clarity • Structure • Confidence
The heart of Palatino Wealth Advisors.