Get your family office AI-first ready in six weeks
A complete AI operating foundation built around how your office actually runs. Your office's knowledge captured, your team trained, your governance signed off, and the first real capability live by week six.
Knowledge-rich. Lean-staffed. Trust-driven.
Knowledge-rich
Decades of investment thesis, manager relationships and decision history sit with very few people. When they are unavailable, the office slows. When they leave, it walks out.
Lean-staffed
The average family office runs on 0.5 IT staff and 96% already outsource. Capacity is the constraint, not ambition.
Trust-driven
Confidentiality has been the operating norm long before AI arrived. Whatever you deploy has to meet that standard from day one.
What an AI-first family office foundation needs
What a complete AI foundation contains
Most AI fails because it lacks the right foundation. Our Lean Six Sigma approach starts with your processes and the people who run them, then delivers all five elements in parallel over six weeks.
Strategy
A 12-month AI roadmap built around your office, your team and the family's priorities. Capabilities sequenced by impact and tied to measurable outcomes.
Knowledge architecture
Investment IP, procedures, templates, family materials and trust structures, captured into a knowledge base owned by the office.
Governance
A discreet AI policy aligned to your existing fiduciary and confidentiality frameworks.
Platform
Properly configured with strict access controls, so your data, governance and audit trail stay under your control.
First live capability
One real capability live by week six, used by your trained team and producing measurable outcomes.
Technology
Platform-agnostic by design
The foundation isn't tied to a single vendor. We deploy and properly configure the enterprise platform that fits your stack, with knowledge architecture, governance and capabilities sitting in your environment. No lock-in as the model landscape evolves.
Claude (Teams or Enterprise)
An enterprise instance of Claude, the strongest model available today, configured for sustained AI workflows in the office.
Microsoft Co-Pilot
Native to Microsoft 365 and the wider Microsoft estate. The right choice for offices already running Microsoft.
ChatGPT Enterprise
OpenAI's enterprise platform. Familiar to teams already using ChatGPT, with the controls and configuration the office needs.
What we deliver
Six AI capabilities, the right one determined by the foundations
Once the foundation is built (the process mapped, the knowledge captured, governance signed off) we know exactly which capability creates the most value for your office. We deploy that one first. The foundation underneath carries every capability that follows.
Capability 01
Knowledge base and Q&A
The knowledge that runs your office captured into a structured intelligence layer your AI works from. Investment thesis, manager relationships and operating procedures fully understood, so every capability performs to your office's standard.
- Investment thesis and strategy capture
- Manager relationship and contact history
- Operating procedure documentation
- Trust and entity structure reference
- Instant Q&A across all office knowledge
Capability 02
Communications and drafting
Member, family and beneficiary communications drafted in the office's voice with the office's facts. Hours instead of days, with senior review built in.
- Family member update drafting
- Beneficiary correspondence
- Adviser and counterparty communications
- Meeting follow-up and action summaries
- Tone and voice consistency enforcement
Capability 03
Board, IC and governance pack
Investment committee papers, board packs and audit-ready governance generated automatically. Decision history captured, compliance documentation built in.
- IC paper assembly and formatting
- Board pack generation
- Decision history and rationale capture
- Governance and compliance documentation
- Audit trail maintenance
Capability 04
Due diligence and manager evaluation
Manager screening, ongoing monitoring, direct deal analysis and investment memo drafting. Deeper analysis in a fraction of the time, drawing on your office's full knowledge base.
- Manager screening and evaluation
- Ongoing manager monitoring
- Direct deal analysis and memo drafting
- Red flag and risk identification
- Performance attribution review
Capability 05
Consolidated reporting
Multi-custodian, multi-asset reporting normalised, aggregated and produced in hours. Family governance packs and principal reporting in your office's voice.
- Multi-custodian data normalisation
- Consolidated performance reporting
- Family governance pack production
- Principal and beneficiary reporting
- Asset allocation and exposure summaries
Capability 06
Meeting capture and relationship intelligence
Conversation capture and relationship mapping for the family network. Context preserved across every interaction, accessible to whoever needs it.
- Automated meeting transcription and notes
- Action item extraction and tracking
- Relationship and contact mapping
- Context recall across interactions
- Adviser and manager meeting history
Proof
Measurable outcomes
faster consolidated reporting
Multi-custodian reporting that consumed weeks now produced in hours, with full oversight.
reduction in board pack preparation
Family governance packs and IC papers assembled automatically from structured data.
ROI across family office implementations
Measured against time saved, operational cost reduction, and capacity gained without additional headcount.
A 30-minute confidential conversation
Walk us through what is stretching the senior team most. We'll give you an honest read on fit. We propose a way forward, or we point you elsewhere.