Multi Family Office
A central secure multi-family platform to consolidate, collaborate, and communicate information amongst globally dispersed stakeholders for 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. Each family’s wealth knowledge is managed indpendently and accessible by family authorized advisors and stakeholders.
Family Legacy Continuity (FLC) platform provide AI agents and tools to automate, guide, and manage tasks and 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.
Family Wealth Plan & AI Assisted Multijurisdictional Asset Management
Wealth Management
AI-optimized multijurisdictional asset investment portfolio. Monitor fund commitments & allocations.
Optimize & manage multijurisdictional asset transfer duration and advisor cost.
Package
Business Succession Planning, Leadership & AI Assisted Share Transfers
Business Succession
Simulate estate freeze and transfer business share classes to holding company, eligible trust, private equity fund, individuals, foundations and DAF.
Package
Alternative Investments, Fund Management, & AI Assisted Deal Flow Management
Fund Management
Private Equity Fund, Real Estate Fund, Venture Capital Fund, Hedge Fund, Digital Asset Fund, and Private Credit Fund contributions and distributions and deal flow management.
Package
Trust Contributions, Investment Management, Beneficiary Distribution Administration, Tax Filing and reporting
Trust & Estate
AI assisting fiduciary owners during Trust & Estate planning and administration; event based authorization, Trust ledger and reports; Asset entitlement and fund transfers.
Package
Testamentary Trust & Charitable Giving, and Donor-Advised Funds Administration
Philanthropy
Manage charitable givings, endowments, and grants through multiple donor-assisted funds and distributions to designated charitable organizations.
Package
Estate Plan, Probate Management, Conflict Management & AI Assisted Settlement
Executor Services
Manage jurisdictional Estate Plans and Settlement. AI assisted asset transfers, advisor onboarding, and conflict management. Track all transactions in an estate ledger.
Package
Family Office Services
Wealth Management
Business Succession
Alternative Investment Fund Management
Deal Flow Management
Trust Administration
Estate Planning & Settlement
Philanthropy Management
Family Office Services
- Client onboarding, including inventory of entities, assets, owners, fiduciary owners, advisors, and documents.
- Investment statement consolidation.
- Secure collaboration between multi-jurisdictional domain experts.
- Goal-based investing.
- Business Succession planning.
- Wealth & Tax planning.
- Trust & Estate planning.
- Family Legacy Planning & Education.
- Philanthropy and charitable contributions.
- Trustee services.
- Executor services.
- General Partner services.
Wealth Management
- Strategically invest in assets globally.
- AI simulations to maximize returns and minimize tax.
- Manage, oversee, and track investments, financial commitments, and transfers across jurisdictional asset classes.
- Work collaboratively with jurisdictional stakeholders on globally distributed assets held under registered entities.
- Empower advisors with AI driven document insight, data analytics, and predictive recommendations.
- Monitor financial commitments and fund allocation from multiple sources.
- Beneficial Ownership Report.
- Maintain the asset specific financial transactions within the private Asset Ledger.
Business Succession
Maintain a private share class registry.- Business succession ownership and leadership planning & management.
- Estate Freeze simulation and life insurance management.
- Transfer share classess to multiple jurisdictional entities.
- Manage entitlement ownership, valuation, transfers, and conflicts.
- Holding and operational company share classes.
- Real estate title transfers.
- Fund LP units and distributions.
- Digital asset wallet and private key custody.
Alternative Investment Fund Management
- Manage various fund types including
- Private Equity funds,
- Venture Capital funds,
- Real Estate funds,
- Digital Asset funds, and
- Private Credit funds.
- GP AI assistant.
- Monitor available funds and predicting capital call and alternative investment schedule.
- Assist with generating and initiating LP capital call requests.
- Assist with initiating syndicated investment requests to LPs and registered accredited investors.
- Manage unit registry.
- Maintain LP commitments, paid-in capital, draw down, and distributions within the Funds Ledger.
Deal Flow Management
- Manage multiple deals across various stages.
- AI assisted fair market value assessment.
- Deal data room with document signature, classification, OCR, insight.
- Onboard and securely collaborate with jurisdictional domain experts during specific Deal stage.
- Maintain deal specific financial transactions within the Fund Deal Ledger.
- Manage Deal due diligence through AI assistance.
- AI assisted monitoring of acquired Deal investments.
Trust Administration
- Trustee management.
- Manage Employee Ownership Trust.
- Manage Inter Vivos and Testamentary Trusts.
- Document insight into various Trust documents, agreements, and amendments.
- Manage Trust contributions and asset entitlement transfers with audit trail and notification to stakholders and advisors.
- Mange fund transfers to Wealth Managers and monitor returns.
- Manage Trust distributions to beneficiaries.
- Govern and control capital encroachment and asset specific ownership recalibration.
- Manage jurisdictional tax filings.
- Monitor fund commitments and allocations.
- Manage and monitor Fund investments and participation in syndicated investments.
- Asset disposition and fund distribution to beneficiaries.
- Maintain Trust specific financial transactions in a private Trust Ledger.
Estate Planning & Settlement
- Prepare jurisdictional Estate Plan.
- Plan asset ownership transfers and fund distributions amongst globally dispersed beneficiaries, trusts, and charities.
- Orchestrate Testamentary trusts.
- Simulate estate settlment to optimize wealth distribution to beneficiaries.
- AI assisted jurisdictional asset Estate tax calculations.
- Probate administration and conflict management.
- Manage asset entitlement transfers.
- Onboard and collaborate with jurisdictional domain experts.
- Maintain the estate specific financial transactions in a private Estate Ledger.
Philanthropy Management
- Plan contributions and payment schedules to globally dispersed charities.
- Transfer assets to Donor-Advised Fund (DAF).
- Jurisdictional guidance on:
- Regulatory report submissions
- Donation tax calculations and reciepts
- Assisted fund transfers
- Select from a list of registered charitable organizations.