Align & bound
Name the office workflow, the KPI, and the authority boundary. The architecture is defined and the implementation price is fixed once scope and value are clear.
Workflow mapped · Price fixed Solutions Five services.
Five services.
One office system.
Governed AI for family capital. Production systems, strategy, Family Office Brain, reliable operations, and a trusted data foundation. A private briefing first. The 90-day pilot is the proof.
The catalogue
What the office can commission.
Want a scored read before you commission anything? The free Agentic AI readiness assessment is in Resources.
01
Production systems
Agents prepare the work. Your people approve the move.
Read the rundown 02Strategy & roadmap
Where AI pays off first - and what to leave alone.
Read the rundown 03Family Office Brain
The office's memory - memos, packs, and history you can ask.
Read the rundown 04Reliable operations
Cost, quality, and oversight once AI is live.
Read the rundown 05Trusted data foundation
Custodians, portfolios, and ledgers in one governed view.
Read the rundown How it goes in
Align. Prove. Transfer.
The required data is governed first. AI is then deployed into one production workflow with office approval and measurement built in. The office keeps what was built.
Prove in control
Fragmented office, entity, and portfolio data is unified into a governed warehouse or lakehouse. The foundation for production AI.
Data unified · Foundation builtAugment & transfer
Governed agents enter the workflow with office approval, auditability, and measurement. Ownership transfers with the system.
Workflow live · Office owns it Portfolio context
The office first. Operating companies when they need lift.
The buyer is the family office. Operating-company industries appear only as portfolio context under family capital. The pattern stays the same.
01 The family office Entities, holdings, and reporting lines unified so the office decides from one governed view.
02 Investment ops Allocation, cash, and mandate work prepared with evidence, then approved by the people who already hold authority.
03 Multi-entity reporting Trusts, holdcos, and SPVs in one controlled layer, so the weekly pack is assembled from the books, not a chase.
04 Portfolio company · financial services Risk, exposure, and reporting data unified so a family-backed FS OpCo can make the regulator-driven call on time.
05 Portfolio company · insurance Claims and policy data stitched across the systems that do not talk, so the loss-to-pricing call is made in days.
06 Portfolio company · operations Manufacturing, retail, or professional-services OpCos where one workflow needs lift. Same pattern. The office remains the buyer.
Start with a Private Briefing.
Tell us how the office runs. If a 90-day measured pilot is the right next step, we will say so. Offices that want a scored read first can take the free assessment in Resources.