Bring your global advisors to securely collaborate around your wealth.

Family Legacy Continuity (FLC) platform provides AI driven automated and guided processes for advisors to assist families in preserving wealth across generations. The platform’s AI based consolidated informational insight supports advisors when planning, managing, administering, and transferring globally dispersed assets between users and across jurisdictional entities.

It is a central secure platform to consolidate, collaborate, and communicate information amongst stakeholders during physical and digital asset transfers, while maintaining an audit trail of asset ownership chain of custody.

Client managers can work with advisors and simulate asset ownership transfer processes and assess various risks including financial, tax, legal, regulatory, and document risks.

Asset transfers, disposition, and distribution of income and sale proceeds are governed and controlled through consent services and tracked in ledgers, while Assisted Concierge Services provide trusted advisors with enhanced, jurisdictional, asset transfer support.