For Family Offices

Cohort-tailored investor communications. Consolidated portfolio dashboards across managers.

Single and multi-family offices manage capital across dozens of external managers + direct investments. The reporting burden is enormous and there's no off-the-shelf product because every family office has its own reporting rituals. We build custom AI that respects your specific style.

Run a free audit for your firmBook a 20-min scoping call

What we'd ship for you

Specific tools we build for family offices firms.

Not generic AI consulting word salad. Concrete, named deliverables with integration points, ship timelines, and expected impact.

1

Multi-Manager Portfolio Aggregator

~18-day ship

What it does: Each external manager sends quarterly reports in their format. AI normalizes into a unified family dashboard with consolidated exposure, manager performance vs benchmark, and concentration alerts.

Why this for you: Family office staff spend weeks per quarter assembling this. AI gets it down to a day, with the data quality your principals expect.

Integrations

Per-manager intake (email/portal/Excel)Claude with normalization rulesTableau / Power BI / custom dashboard

Expected impact: Quarterly reporting cycle: 3 weeks → 3 days.

2

Family Meeting Brief Generator

~14-day ship

What it does: Before each family meeting, AI assembles: portfolio performance, key decisions to make, market context relevant to the family's holdings, governance updates, and tax considerations — into a 4-page brief in your house tone.

Why this for you: Family briefs are high-stakes and tone-sensitive. Locking the tone via context engineering means each brief lands consistently regardless of who drafts it.

Integrations

Your performance system + custodianClaude with house tone + family-specific glossary

Expected impact: Brief prep cycle: 8-12h → 90 min. Tone consistency across staff.

3

Direct-Investment Diligence Agent

~21-day ship

What it does: When a family considers a direct investment, AI reads the data room + investor memos → flags risks specific to your family's investment policy (sectors banned, ESG criteria, leverage limits).

Why this for you: Family offices have idiosyncratic investment policies. Off-the-shelf AI doesn't respect them. Context-engineered agent does.

Integrations

Datasite / IntralinksClaude with family IPS as locked context

Expected impact: Diligence consistency + policy adherence baked in.

Regulatory frameworks we map to

Every build comes with compliance documentation tied to the frameworks your firm is examined against.

  • Trust + custodial obligations
  • Privacy + confidentiality (NDA across staff + family)
  • Cross-border tax considerations
  • Foundation / charitable trust accounting

Common tooling we wire into

We integrate with the systems your team already opens every day — not yet-another-dashboard.

  • Addepar / Asset Vantage / Eton Solutions
  • Sage Intacct / NetSuite
  • Tableau / Power BI / Hubble
  • Box / SharePoint (doc management)

How family offices firms typically engage

  • Single-workflow build (aggregator or brief generator)
  • Full reporting + family-meeting stack with locked governance

Every engagement starts with a free AI audit + a 20-minute scoping call. We quote fixed-price after we understand your firm's actual workflows and regulatory environment.

Ready to ship AI in family offices?

Start with a free audit — we'll show you exactly what we'd build for your firm with dollar-recovery math and a 14-day timeline. No call required.

Run free auditBook a scoping call