AI for Family Offices
Private AI for private wealth.
Family offices are drowning in documents — memos, statements, contracts, research, communications — that the principal will read only if the summary is trustworthy. We build private AI systems that read that stack, cite what they say, and give a small team the leverage of a much larger one. Data stays on infrastructure you control.
Where AI moves the needle in a family office
Family offices run on judgement and discretion, and neither of those is going to be replaced. What AI replaces is the reading. Investment memos summarised with citations to the exact paragraph they came from. Quarterly statements from twelve custodians reconciled into a single view. Company research pulled from public filings, news, and industry data, structured against the questions the principal actually asks. Correspondence drafts written in the principal's voice, ready for signature. The team spends its hours on the decisions, not the ingestion.
- Investment memo & pitch deck summarisation with citations
- Multi-custodian statement reconciliation and drift alerts
- Company & sector research on demand, in the principal's question format
- Contract review — flag deviations from your redline rules
- Correspondence drafts in the principal's voice
- Meeting preparation packs from your CRM, emails, and calendar
Non-negotiables: residency, confidentiality, audit
Family offices in Monaco operate under Law n° 1.565 for personal data, banking secrecy obligations, and — for cross-border assets — a mesh of jurisdictional constraints. Every AI system we build for a family office starts from these constraints, not around them. We deploy on infrastructure the office controls, we choose models based on where data has to live, we log every prompt and every answer for audit, and we make sure the office's DPO can produce the retention and processing register from the same system without a separate exercise.
- Deployment on infrastructure the office controls
- Private LLM options when data cannot leave the perimeter
- Full audit trail — prompts, sources, answers, all searchable
- Retention and processing register generation for the DPO
- Access controls per family member, adviser, and external counsel
What we deliver, and how
The typical engagement is a scoped private-AI build over eight to sixteen weeks: a discovery phase to understand the office's document flow and the principal's questions, a build phase where we stand up the ingestion pipeline, retrieval layer, and copilot interface, and a shadow-run phase against real inputs before it goes live to the office. We continue past launch as a retained partner for evaluation, iteration, and expansion into adjacent workflows.
Get started
A quiet conversation, under NDA.
Family office engagements start with a private conversation, an NDA, and a scoping document tailored to your operation. We do not publish client references.
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