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 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
Every capability your family office needs — from portfolio analytics to AI-powered document intelligence, unified in one platform.
A consolidated view of your entire family wealth — NAV, asset allocation, liquidity, exposure by currency and location. Updated automatically as new data arrives.
Upload fund reports, legal agreements, and tax filings. VLM reads tables, charts, and handwriting — then builds a knowledge graph for citation-backed answers in plain English.
“What is the management fee on the Cayman fund?”
AI-powered portfolio analysis with drift detection, performance alerts, and market intelligence. Proactive insights ranked by severity — from critical to advisory.
Native Microsoft 365 and SharePoint sync with webhook-driven updates. ClickUp task management. Custodian feeds and calendar sync — all monitored for health.
A living registry of your family entities — trusts, SPVs, foundations, holding companies. Custom glossary, business rules, and institutional memory your AI learns from.
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 location that matters. UK Statutory Residence Test, Swiss 90-day rule, UAE 183-day requirement. Never miscalculate again.
AI-powered deal intake, due diligence tracking, investment memo generation, and IC decision workflows. From deal origination through capital calls to exit.
A 15-tool AI agent that queries across your entire office. From portfolio analysis and FX conversion to web research and report generation — all through natural language.
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.