Evolving Intelligence
Preserving Wealth Across Generations
Private Wealth Platform Powered by Private AI
Enhance Advisor Efficiency with AI Domain Experts
Discover our vision for advisors leveraging artificial intelligence to transform global wealth transfer processess.
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For Firms Advising High Net Worth Families on Global Wealth Management
Multi Family Office
Complement in-house Single Family Office or Multi Family Office advisory expertise with jurisdictional domain experts and AI assistance.
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Investment Management
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Legal Services
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Tax & Accounting Services
Trust Company
Complement in-house Trustee and Trust Administrative services with enhanced automated services and gain productivity with AI assistance.
Private Wealth
Complement in-house institutional core strengths with external partner community and securely collaborate with licensed domain experts.
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Tax & Investment Strategy
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Investment Planning
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Investment Management
Financial, Legal, & Estate Advisors
Simulate jurisdictional tax stratgies, manage multi-account fund allocation, fund transfers, investments, and consolidated summary reports
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Jurisdictional Tax & Investment Strategy
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Investment Governance
Funds & Deal Management
Assist General Partner with GP AI Assistant for Deal due diligence, LP drawdown schedule notices and Deal acqusition and exit optimal task recommendations.
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Deal Flow Management
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Jurisdictional Tax & Investment Strategy
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Investment Governance
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LP Fund Commitments & Distributions
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Syndicated Investments
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Conflict Management
Philanthropic Organization
Plan & manage philanthropic and charitable contributions to endowments, registered charitable organizations, trust, and Donor Assisted Funds.
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Charitable Contribution Management
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Donor Assisted Fund Management
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Asset & Fund Transfers
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Jurisdictional Tax & Charitable Giving Strategy
Platform Strengths
GOVERNANCE
Audit, controls, and reporting based on documented instructions and jurisdictional regulations.
CONSOLIDATION
Consolidate data, documents, signed documents from disparate sources.
SECURITY
Authentication and role based authorized access to information.
Event based notification and access controls.
INSIGHT
AI optimizes processes through contextual congruence and generative tasks.
COLLABORATION
Leverage functional AI for strategic decisions.
AUTOMATION
AI agents assist advisors through information insight and automated tasks.
Select your organization type
Family Office
Establishing or established Single Family Office (SFO) or Multi Family Office (MFO) journey
Click HereWealth Manager
Managing investments across Funds as a Fund Manager, a General Partner or a Registered Investment Advisor.
Click HereAdvisor
Jurisdictionally licensed Family Enterprise, Corporate Lawyer, Trust, Estate, Accounting, and Tax Advisor.
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