AI Agent Portfolio
Have advisors collaborate with EI domain assistant co-pilot
Platforms fostering secure collaboration between EI Assistant and globally dispersed domain expert Advisors.
Leverage private EI Assistant to maximize insight from disparate siloed repositories and documents, augmented by external relevant contextual information, to take informed decisions.
Through AI assisted, automated, and guided services, enhance advisor productivity, and optimize process automation.
Propel your businesses to the Fourth Industrial Revolution (4IR) (source: World Economic Forum)
Leverage AI for Strategic Decisions, wealth transfer risk assessment, and generated optimized tasks for risk management
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AI GOVERNANCE
Audit, controls, and governance on AI.
CONSOLIDATION
Consolidate data, documents separately for each family.
AI SECURITY
Authentication and role based authorized access to EI domain assistant.
Private, separate, and exclusive access to family data.
INSIGHT
AI optimizes processes through contextual congruence and generative tasks.
COLLABORATION
Collaborate with co-pilot and Leverage functional AI for strategic decisions.
AUTOMATION
AI agents assist advisors through information insight and automated tasks.
EI Assisted Private Wealth Management
EI Assistant Supporting Advisors
AI empowered with intergenerational family wealth insight; legal, tax, and finance domain knowledge; and jurisdictional regulations.
Jurisdictional
Advisor Role Recommendations
AI generated optimized tasks for wealth transfers with a recommended list of jurisdictional advisor roles.
EI Assistants Providing Strategic Wealth Guidance
AI leveraging domain specific analytical functions for strategic tax and investment guidance.
Asset Ownership Transfer Risk Assessment
AI aggregates documents and identifies legal, tax, regulatory, financial, preservation, and continuity risks.
Document Insight
AI agents uses congruent contextual document insight to highlight document discrepencies during asset ownership transfer processes.
Govern Trust Beneficiary Distributions
AI consolidates investment income and manages distributions in accordance with Trust documents.
Generative Tasks for Optimized Delivery
AI generates optimized task list for specific asset ownership transfer processes.
Govern Charitable Contribution Administration
AI recommends charitable organizations aligned to family plan and administers charitable contributions.
EI Assisted Alternative Investment Management
Optimize Fund Allocation
Monitor financial commitments and optimize fund allocation to manage commitments.
Contextual Document Insight
Support GP through Due Diligence document insight, Fair Market Value assessment, analytics, geopolitical, economic and related investment risk factors.
Asset Transfer Risk Assessment
Identify asset transfer tax, legal, financial, and document risks across jurisdictions and entities.
General Partner AI Assistant
Automate capital call requests. Remain informed of scheduled drawdown receipts; monitor managed investments with Exit simulations.
Wealth Summary Report
Consolidate mulitple wealth PDF reports into a comparative summary report.
Optimize Deal Acquisition & Exit
Optimize due diligence tasks during Deal acquisition and divestiture processes through recommended jurisdictional advisors
Syndicated Investments
Initiate Deal syndicated investment requests and monitor LP and investor responses.
Secure Stakeholder Collaboration
Engage with LPs, syndicated institutional investors, & jurisdictional domain experts.
- Manage, oversee, and track investments, financial commitments, and transfers across different asset classes and jurisdictions.
- Work jointly with jurisdictional stakeholders on globally distributed assets and held under registered entities.
- Empower advisors with AI driven document insight, data analytics, and predictive recommendations.
- Use automated and AI assisted services to facilitate transfer of asset ownership across jurisdictional legal entities.
- Identify the risks related to documentation, taxation, legality, finance, insurance, and wealth transfer for the owners and multigenerational beneficiaries.
- Use AI-generated optimized tasks and AI-managed tasks to monitor fund transfers, update ledgers automatically, track asset entitlement transfers, and deliver advisor tasks.
Manage entitlement ownership, valuation, transfers, and conflicts
- Holding and operational company share classes.
- Real estate title.
- Fund units, scheduled drawdowns, and distributions.
- Digital asset wallet and private key custody.
- Pro-actively communicate ownership changes to asset and entity stakeholders to minimize disputes and contentions.
- Maintain a separate and protected instance of a family's intergenerational wealth knowledge.
- Domain specific AI agents are plugged into each family's knowledge-base.
- Domain advisors collaborate with AI agents for authorized insight to the the family's intergenerational wealth.
- Family & Member Wealth Balance Sheet and Income Statement
- Beneficial Ownership Report
- Stakeholder Access Management
- Owners
- Advisors
- Power of Attorney
- Beneficiaries
- Executors
- Asset Class Allocation and Ownership Management
- Business
- Holding Company
- Operational Company
- Real Estate
- Residential
- Commercial
- Agriculture
- Land
- Financial
- Bank Accounts
- Investment Accounts
- Retirement Accounts
- Pension Accounts
- Alternative Investments
- Private Equity Fund
- Venture Capital Fund
- Hedge Fund
- Real Estate Fund
- Digital Assets
- Life Insurance
- Jewelry
- Business
- Document and Digital Signature Management
- Consent Management
- Financial Transaction Ledger Management
- Data Extraction and Consolidation from Multiple Financial and Wealth Statements
- Asset Ownership Transfer Risk Assessment & Management
- Asset Disposition Management and Fund Disbursement Audit
- Asset Conflict Management
- Business Succession Ownership and Leadership Planning & Management
- Estate Freeze Simulation & Management
- Consolidated Asset Class Rate of Return
- Alternative Investment Fund Commitment and Management
- Syndicated Partnership Investments
- Jurisdictional Tax Submission Management
- Tax Strategy and Investment Simulations
- Capital Call, LP Drawdown Schedules, and Deal Fund Allocation
- Deal Due Diligence & Data Room
- Leveraged Buyout
- Fair Market Value
- Deal Exit and LP Distributions
- Reports (DPI)
- Asset transfer to Trust with audit trail and notification to designated Advisors
- Manage and transfer shares classes to Employee Ownership Trust (EOT)
- Manage transfer of Trust funds to designated Wealth Managers and Capital Call Schedules
- Assisted regulatory tax filings
- Assisted asset disposition
- Assisted distribution of funds to beneficiaries
- Plan distribution of individual asset amongst globally dispersed beneficiaries, trusts, and charities
- Beneficiary asset allocation report
- Simulate Estate distribution
- Orchestrate Testamentary Trust
- Asset transfers to beneficiaries, trusts, and charities based on Estate Plan
- Probate Management
- Assisted liability payments and transfer of funds
- Jurisdictional Guidance
- Regulatory submissions
- Assisted and automated bank transfers
- Digital notarization and signature
- Estate Tax calculations
- Select registered charitable organizations.
- Plan distribution of to globally dispersed charities.
- Transfer asset to Distributed-Asset Fund
- Monitor asset portfolio.
- Identify charitable contribution schedule
- Jurisdictional Guidance
- Regulatory submissions
- Assisted and automated bank transfers
- Donation Tax calculations and reciepts
- Client Manager Assistant
- Wealth Manager Assistant
- Tax Advisor Assistant
- Financial Power of Attorney Assistant
- Trust Administrator Assistant
- Life Insurance Assistant
- Estate Executor Assistant
- GP Assistant
- LP Assistant