Evolving Intelligence

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.

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.

Financial, Legal, & Estate Advisors

Simulate jurisdictional tax stratgies, manage multi-account fund allocation, fund transfers, investments, and consolidated summary reports

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.

  • Deal Flow Management

  • Jurisdictional Tax & Investment Strategy

  • Investment Governance

  • LP Fund Commitments & Distributions

  • Syndicated Investments

  • Conflict Management

Philanthropic Organization

Plan & manage philanthropic and charitable contributions to endowments, registered charitable organizations, trust, and Donor Assisted Funds.

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

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Wealth Manager

Managing investments across Funds as a Fund Manager, a General Partner or a Registered Investment Advisor.

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Advisor

Jurisdictionally licensed Family Enterprise, Corporate Lawyer, Trust, Estate, Accounting, and Tax Advisor.

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