Family office modernization

Your own private AI, built into how your office already works.

In six months: private AI on infrastructure you own, plugged into your reporting platform, and a team that uses it every day.

The mandate

The platform isn't the problem. The work around it is.

Principals want two things: modernize, and get the team working with AI. Both land on you, with a reporting platform that works, a team that's stretched, and nothing to install.

The hours go to the work around the platform: notices retyped three times, the quarterly package rebuilt by hand, the principal's question answered next week. We read your platform. We never replace it.

What we build

Built for your office, not bought off the shelf.

  • Works with your reporting platform

    Plugs into Addepar, Black Diamond and similar tools through their APIs, with figures refreshed overnight. No API? We'll tell you before you sign.

  • AI your team will actually use

    Plain-language questions, no prompting skills needed, and training for everyone on the team, not just the principal.

  • Private agents for real office work

    Capital calls and distributions posted straight from the notice, K-1s tracked to the CPA deadline, and answers pulled from your own documents.

  • One live dashboard

    Cash across entities, what's due, decisions still open and documents outstanding, plus a weekly brief to start your office meeting.

How it works

One service in three parts.

  • Two weeks

    Diagnostic

    We map where your office's time goes and every system it runs on, then hand you findings and a build scope. If we don't find three things you didn't know, there's no fee.

  • About two months

    Build

    A private environment in your own cloud account, agents for your recurring work, Addepar and your other platforms connected, and a live dashboard for the principals.

  • Through month six and beyond

    Operate and train

    Hands-on training for every employee, a monthly session with your lead operator, and ongoing upgrades so the system gets better instead of older.

Ownership and security

Your account. Your data. Your call.

Everything we set up is yours from day one, and you pay hosting and model usage directly, at cost. No markup.

  • Your cloud account
  • Your data stays inside it
  • We're removable admins
  • Paid at cost
How we protect your data

What this is not

Not a software subscription, a strategy deck, or an AI add-on inside your reporting tool. Our fees are technology, platform and consulting fees for operating infrastructure and reporting only. We have no involvement in capital raising, securities distribution or investment decisions, and we're never compensated on capital activity.

In six months, your office is caught up with AI, on your own secure infrastructure.

Tell us about it, even if it's just a napkin sketch. We'll come back with a few clear options and tell you which one we'd pick.

Book an intro call