Evolving Intelligence

evolving intelligence inc.

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.

EI will help you with ...

Private Trust Company

Complement in-house Trustee and Trust Administrative services with enhanced automated services and gain productivity with AI assistance.

EI will help you with ...

Regional Banks Private Wealth

Complement in-house institutional core strengths with external partner community and securely collaborate with licensed domain experts.

EI will help you with ...

Financial, Legal, & Estate Advisors

Simulate asset investments with tax stratagies, manage multi-account fund allocation, govern funds for investments, control funds for distributions, and generate consolidated summary reports

EI will help you with ...

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.

EI will help you with ...

  • Manage Multiple Fund Types

  • Deal Flow Management

  • Jurisdictional Tax & Investment Strategy

  • Investment Governance

  • LP Fund Commitments & Distributions

  • Syndicated Investments

  • Conflict Management

Philanthropy Management

Plan & manage philanthropic contributions, donations, and gifts to registered charitable organizations and trusts, through Endowment Funds, Donor Assisted Funds & Grants.

EI will help you with ...

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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Beginning Journey
Expanding Business Portfolio
Mature - Digital Transformation

Platform Subscription

Platform Features

AI Assisted Platform

  • Family Legacy Continuity
  • Alternative Investments

Platform Service Subscription

Platform Service Features

AI Assisted Services

  • Client Management
  • Document Management
  • Asset Management
  • Private Wallet & Key Management
  • Trust Management
  • Estate Management
  • Philanthropy Management
  • Fund Management
  • Deal Management

 

AI Portfolio Subscription

Platform AI Portfolio Features

AI Portfolio

AI Assistants

  • Client Manager
  • Wealth Manager
  • Tax Advisor
  • Financial PoA
  • Trust Administrator
  • Life Insurance
  • Estate Executor
  • General Partner

AI Functions

  • Fair market value assessment
  • Asset transfer risk assessment
  • Document Insight
  • Optimized fund allocation
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