.png){kind=small}
About Sam Sur
I am Sam Sur - Founder of Palatino Wealth Advisors and a lifelong builder of data and decision systems designed to bring clarity, structure, and intelligent guidance to complex choices. For more than a decade, I have built AI and data platforms through CodeData, supporting manufacturing, energy, telecom, and data centers. I also lead data and analytics engineering at Balsam Brands.
Experience Across CodeData, Taurion & Enterprise Systems.
Prior to that, I led architecture for ServiceMax (GE Digital) and engineering teams at Appsmyth, and developed data-driven manufacturing solutions at Hitachi High-Tech for global semiconductor fabs.
Across all of these environments, one principle kept emerging: Clarity Drives Good Decisions.
Taurion: Financial Decision Architecture
Today, I’m building Taurion, a decision intelligence platform that powers the intelligence layer of the Blueprint™ - a clarity-first, seven-pillar framework for personal financial life.
Building the Blueprint™
The Blueprint begins with the essentials: income protection, liquidity readiness, and legacy basics, and expands into tax strategy, investing, career & business design, long-term planning, and the systems that keep everything aligned.
Start with Clarity
I created the 2026 Financial Clarity Checklist as a quick way to help families and founders get organized and aligned before the year becomes busy. It walks you through the essentials - protection, liquidity, legacy basics, and organization. You can download it anytime and begin strengthening your financial foundation.
Mission: Bringing Clarity and Structure to Financial Life.
I strive to give families, founders, and small-business owners the same clarity and structure that well-designed systems bring to high-performing organizations, with calm, simplicity, and without overwhelm.
My Work Blends:
-
AI + Agentic AI systems
-
Decision architecture
-
Scalable system design principles
-
Human-centered clarity
-
Real-world founder experience
I am building Palatino to solve a problem I saw repeatedly:
Sophisticated families with smart advisors, but no system to coordinate decisions when life changed. The thinking behind that approach, and how Palatino delivers value in practice, is outlined in How Palatino Delivers Measurable Value for High-Net-Worth Families.
Connect With Sam Sur
About the Founder
Sam Sur is the founder of Palatino Wealth Advisors, Taurion (Decision Intelligence Platform), and CodeData, and is based in the San Francisco Bay Area.