Family Legacy Continuity
Plan, manage, grow and preserve wealth across generations through intergenerational family wealth knowledge & insight.
AI-enabled platform for advisors and wealth managers of families across different net worth segments and jurisdictions.
Family Legacy Continuity Platform
A central secure platform to consolidate, collaborate, and communicate information amongst globally dispersed stakeholders during wealth Planning, strategy and management.
Engage global advisors to securely collaborate around a family’s wealth with AI guiding through intergenerational wealth knowledge and insight.
Family Legacy Continuity (FLC) platform provides AI driven automated and guided processes for advisors assisting families with growing and preserving wealth across generations. The platform’s AI based wealth informational insight supports advisors when planning, managing, investing, and transferring globally dispersed assets between users and across jurisdictional entities.
Asset entitlement transfers, disposition, and distribution of income and sale proceeds are governed and controlled through consent services and tracked in private ledgers, while Assisted Concierge Services capabilities offer jurisdictionally licensed trusted advisors the ability to provide enhanced family office services support.
WEALTH PLANNING
Wealth Planning and Investments
Monitor fund allocation, global investment rate and velocity of return.
Maximize returns and minimize tax with alternate investment simulations.
SUCCESSION PLANNING
Business, Partnership, and Investments
AI assisted processes for asset ownership transfer, disposition, fund distribution and jurisdictional tax filing.
Maximize returns and minimize tax with asset transfer simulations.
ESTATE PLANNING
Trust Administration & Estate Settlement
AI assisted transfer of assets to beneficiaries , Trust contributions, and philanthropic charities. Monitor scheduled commitments and fund allocation.
Wealth in Motion:
Plan, Manage and Transfer Wealth with Assisted and Augmented Intelligence
The Family Legacy Continuity platform helps families optimize, grow, and preserve wealth across generations through automated, augmented, and assisted intelligent services
- Leverage AI, Machine Learning, Neural Networks, and Large Language Models to empower Advisors with insight about client’s consolidated global intergenerational wealth information.
- Augment globally distributed wealth allocation strategies through predictive models.
- Optimize wealth allocation across alternative investments and distribute ownership to maximize returns and minimize tax.
- Assess information, financial, tax, legal, regulatory, wealth continuity, and estate risks when transferring assets across jurisdictional entities.
- AI recommended jurisdictional advisor roles and tasks to remediate asset transfer risks.
- Trace asset entitlement ownership through private ledger transactions.
- Estimate asset ownership transfer cost and duration.
- Designate AI agents to perform and deliver specific tasks.
- Govern asset ownership transfers.
- Maintain asset beneficial ownership traceability.
- De-risk fiduciary responsibilities through audited consent.
- Authorize document access controls and monitor information chain of custody.
Platform Strengths
GOVERNANCE
Wealth audit, controls, and reporting based on jurisdictional regulations
COLLABORATION
Event triggered wealth information sharing with authorized stakeholders
SECURITY
Authentication and role based authorized access to client's wealth information