Reporting and Board Packs
Custodian and manager statements drafted into reports, board packs and IC papers in your office's format. Your team checks every figure before the family sees it.
Family Offices
AI for Family Offices, Built for Lean Teams
We map how your office runs and build AI into reporting, investment administration and family communications, so a lean team has more capacity for the family and its investments.
For single-family and multi-family offices and the small teams behind them. Part of our investment management work. The people in your first meeting do the work.
Book a CallThe Challenge
Where a Lean Office Gets Stretched
Family offices run lean, and the work grows faster than the small team that looks after it.
Knowledge Sits With a Few People
Investment history, manager relationships and the reasons behind past decisions sit with a few people. When they're away, the office slows. When they leave, the knowledge goes too.
Reporting Built by Hand
Statements from several custodians and managers get pulled together in spreadsheets each period, then turned into reports, board packs and IC papers by hand.
Confidentiality Comes First
The office has always run on discretion. Any AI it uses has to meet that standard from the first day, and free personal tools don't.
No Room for an AI Team
Most offices have nobody with time to choose, set up and look after an AI platform alongside the day job, and IT is often outsourced.
AI assembles the information and prepares the drafts. Your team reviews every output and makes every investment decision.
How It Works
A Secure Foundation, Then One Area at a Time
Each phase has a fixed fee and a clear scope before it starts. Twelve months on, a lean team manages more, with reporting and administration running on the office's own knowledge.
AI Foundations
3 to 4 weeks
Platform, policy and controls in place before any workflow touches family data.
- How the office runs, mapped into a roadmap
- An enterprise AI platform with access set by role
- A usage policy and your first workflows in use
Implementation Sprints
3 to 6 weeks each
Reporting, administration or communications, one area at a time, following the roadmap.
- Sources, access and review set in week one
- Workflows tested on real work
- An owner on your side for every workflow
Ongoing Support
After go-live
We look after the setup for you, so the office doesn't need its own AI team.
- 2 to 3 months of tuning after go-live
- Then optional managed AI services
- Your setup kept current as the tools change
What We Build
The Work We Build AI Into
Built on approved sources inside your own accounts. AI prepares the work and a senior person signs it off.
Family Communications
Family updates, beneficiary letters and meeting follow-ups drafted in the office's voice from approved facts. A senior person approves each one before it goes out.
The Office's Knowledge
Investment thesis, manager history, procedures and entity structures in one knowledge base the team can ask, held in your own systems. Every answer shows the source it came from.
In Their Words
ELab AI has opened up a whole new world of opportunities for us. We were initially curious, but skeptical, due to the hype around AI. After implementing solutions that actually wowed the team, we've not only been converted, but now can't imagine working without our ‘AI Employees’ on a daily basis.
Simon Potter, Managing DirectorPractical Questions
Confidentiality, Scope and Working Together
We're based in Auckland and serve investment managers from Hong Kong and Singapore, in person and remotely.
How do you protect family and investment information?
We agree approved sources, user access and review points before any workflow is connected. Everything runs in your own enterprise accounts, and family information stays off free consumer AI tools.
We don't have an IT team. Can we still do this?
Yes. We set up the platform, build the workflows and connect them to your systems, working with your IT provider where you have one. Optional managed AI services keep everything running after delivery.
Can AI make investment decisions?
No. AI prepares, assembles and retrieves information. Your team stays responsible for analysis, judgement and every decision about the family's capital.
Which AI platform do you use?
Claude, ChatGPT or Microsoft Copilot, whichever fits your environment. Your knowledge base and workflows are set up to work across whichever tools your team uses.
What does it cost?
AI Foundations and each implementation sprint have a fixed fee, agreed before work starts.
A Good Place to Start
Start With a Secure Foundation
Thirty minutes on how your office works today and where a lean team needs more capacity. No preparation or project brief needed.
Book a Call hello@elab.co.nz