From real estate portfolios to tax residency tracking — everything your family office manages, unified in one intelligent platform. Purpose-built for ultra-high-net-worth 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 jurisdictions with different rules, different cycles, different currencies.
Multi-jurisdictional 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
Six capabilities that transform how your office operates — from a reactive spreadsheet shop to a proactive intelligence centre.
A consolidated view of your entire family wealth — NAV, asset allocation, liquidity, exposure by currency and jurisdiction. Updated automatically as new data arrives.
Upload fund reports, legal agreements, valuation letters, and tax filings. Our VLM reads tables, charts, and handwriting. Ask questions in plain English.
“What is the management fee on the Cayman fund?”
Every property, holding, loan, guarantee, and obligation in one ledger. Maintenance schedules, insurance renewals, debt covenants — tracked and alerted automatically.
Real-time day counters for every jurisdiction that matters. UK Statutory Residence Test, Swiss 90-day rule, UAE 183-day requirement. Never miscalculate again.
Track co-investment opportunities, due diligence status, capital call schedules, and distribution waterfalls. From deal origination to exit.
One keystroke to query your entire office. Ask anything — your AI knows your assets, your documents, your deadlines, and your history.
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.
No seat-based SaaS. FO Intelligence is priced to match the scale and complexity of your family office.
Final pricing depends on asset count, jurisdiction complexity, and integration scope. Typically $5,000–$25,000 per month.
Strictly confidential. We respond within 24 hours.
The families who manage the most complexity deserve the most sophisticated tools. Let us show you what a purpose-built intelligence platform looks like for your office.
Request a Private DemoWe meet you where you are. Fully confidential.