Your own dedicated AI that tracks every asset, every document, every deadline across your entire financial life. Always on, always current, always confidential.
Get Started Learn how it worksFamilies with $2M to $50M in assets face a difficult gap. The complexity demands professional management, but a traditional family office costs $200K to $500K per year in salaries alone.
Insurance policies, passports, trust amendments, leases. Something is always about to lapse.
Property taxes, maintenance schedules, insurance, and service providers across different jurisdictions.
Assets spread across banks, brokerages, real estate, trusts, LLCs, and retirement accounts.
Splitting time between states or countries requires meticulous day tracking that few people maintain.
Your FamilyOffice.bot is not a generic chatbot. It is a private AI instance configured specifically for your family, your entities, and your goals.
Real-time aggregation across all bank accounts, brokerages, real estate, private investments, trusts, and LLCs. One number, always current.
Tracks every expiration date: insurance policies, passports, trust review dates, lease renewals, professional licenses. Alerts you well in advance.
Maintains your "death binder" and keeps it current. Account access, legal contacts, entity structures, digital assets. Always ready for the unexpected.
Counts your days across jurisdictions automatically. Flags when you are approaching thresholds that could trigger tax obligations.
Manages maintenance schedules, vendor contacts, insurance renewals, and property tax deadlines for every home in your portfolio.
Serves as the connective tissue between your attorney, CPA, financial advisor, and insurance broker. Everyone stays informed without extra meetings.
Monitors recurring charges, flags anomalies, tracks memberships and subscriptions across the household. Nothing slips through.
Spots unusual transactions, unexpected charges, and missed payments. Flags opportunities for optimization across your financial life.
Accessible 24/7 via secure messaging. Ask a question at midnight, get an informed answer. No office hours, no scheduling required.
No lengthy onboarding. No complex software to learn. Your AI family office adapts to the way you already work.
During a confidential onboarding call, we map your entities, accounts, properties, and advisors. Your AI is configured specifically for your family.
Securely link bank accounts, brokerages, and document storage. Your AI begins building a comprehensive picture of your financial world.
Message your AI anytime via secure chat. It monitors everything in the background and brings important items to your attention proactively.
One plan. Full access. Every feature included from day one.
Full access with monthly flexibility. Cancel anytime.
Two months free. Best value for committed families.
We handle sensitive financial information with the same rigor expected of institutional wealth managers.
Each family receives a dedicated, isolated AI instance. Your data is never commingled with other clients.
All data is encrypted in transit and at rest. Your financial information is protected at every stage.
Granular permissions for family members and advisors. You decide exactly who can see what.
We are pursuing SOC 2 Type II certification. Enterprise-grade controls, independently verified.
Your entire instance is backed up daily to encrypted, geographically redundant storage. Your data is always recoverable, always protected.
Those tools show you data. FamilyOffice.bot understands your data. It knows your entity structure, tracks your documents, monitors deadlines, and proactively alerts you to issues and opportunities. It is not a dashboard you have to check. It is an intelligent assistant that comes to you.
Your family receives its own private AI system, completely separate from every other client. Your data, your configuration, your conversation history exists in total isolation. No other client's data ever touches the same system.
Yes. Each family account supports multiple users with configurable permission levels. Your spouse might have full access while your CPA has read-only access to specific financial data.
All documents are stored in an encrypted vault with access logging. We use bank-grade encryption standards and maintain strict access controls. Documents are never used to train AI models or shared with third parties.
You can cancel anytime. We provide a complete export of all your data, documents, and conversation history. Your isolated instance is securely destroyed within 7 days of cancellation, with confirmation provided in writing.
Never. Your conversations and documents are never used for AI training, shared with third parties, or accessed by anyone outside your authorized user list. We use zero-retention API policies with our AI providers.
Bank accounts, brokerage accounts, credit cards, mortgages, and loans through secure financial data aggregation. Real estate values, private investments, and alternative assets can be tracked manually or through document uploads.
We are onboarding a limited number of founding members. Join the waitlist.
No spam. No sharing. We will reach out personally.