Five integrated pillars — Document Intelligence, Obligation Management, Risk Analysis, Investment Recommendations, and Asset Valuation — unified in one intelligent platform. Purpose-built for families who expect discretion and precision.
Trusted by Single & Multi-Family Offices
Every family office we speak to describes the same problems. Complexity that has outgrown the tools managing it.
"40 properties across 8 countries — all tracked in spreadsheets"
Version conflicts, manual updates, no single source of truth. One formula error away from a costly mistake.
"I genuinely don't know how many days we've spent in the UK this tax year"
Tax residency determinations depend on day counts no one is tracking in real time.
"Fund reports are scattered across SharePoint, email, and WhatsApp"
Critical financial data buried in attachments and forwarded emails. Impossible to get a consolidated view.
"A missed property tax deadline in France cost us $200,000 last year"
Manual calendar reminders, juggling 8 locations with different rules, different cycles, different currencies.
Multi-location by design — built for families with assets, obligations, and family members across borders
Documents become intelligence — fund statements, legal agreements, tax filings are ingested and made queryable
Deployed on your infrastructure — no family data ever touches a third-party cloud
Five integrated pillars that transform how your office operates — from document chaos to intelligent decision-making.
Upload any document — fund reports, contracts, tax filings. Our VLM extracts data, identifies action items, and builds your knowledge base automatically.
Never miss a deadline again. Tax filings, insurance renewals, property maintenance — all tracked with calendar, list, and Kanban views.
Multi-dimensional risk visualization. Geographic exposure heatmaps, sector concentration, single-name risk, and stress test scenarios.
AI-powered insights synthesized from market news, tax optimization opportunities, and policy changes affecting your portfolio.
Model-driven valuations for illiquid assets. Properties, private equity, art, and collectibles with confidence bands and staleness tracking.
One keystroke to query across all 5 pillars. Your AI knows your documents, obligations, risks, and valuations.
“What is our total Swiss franc exposure?”
We handle everything. Your team spends no time on implementation — only on the clarity it delivers.
We connect to your existing data — SharePoint, email, custodian feeds, accounting systems. No manual exports required.
Our team maps your assets, obligations, and entities. You review and confirm the structure before go-live. Nothing is assumed.
Typically within two weeks, your office has a live dashboard. KPIs, alerts, and document search available from day one.
As more documents are ingested and more queries are asked, the system builds a deeper model of your family office. Intelligence compounds.
We built FO Intelligence for families who expect the same standard of privacy from their technology as from their advisors.
Run entirely within your own infrastructure — on-site servers, private cloud, or dedicated hosted environment. Your choice.
AI inference runs locally. Your family data never leaves your network to reach an external LLM. Zero data egress.
Family members, trustees, advisors, and staff each see only what they are authorised to see. Granular permission layers.
Every query, every document view, every data change is logged with timestamps and user attribution. Exportable for compliance.
Data encrypted at rest and in transit. Keys managed by your infrastructure team, not ours.
We sign NDAs as a matter of course. No telemetry, no analytics, no model training on your family data. Ever.
Your private, on-premise intelligence platform. Access is restricted to authorized personnel only.
Sign InAuthorized access only. Contact your system administrator for credentials.