Meet MIDAS · Your Private Family Office AI
MIDAS — Multi-generational Informatics for Displayed Accumulated Success — is your family's own dedicated AI, running on your own private server. Every asset, every document, every deadline. Always available. Always current. Always confidential.
Here's what's happening with your finances
Hello Alexandra. Your umbrella policy renews March 14 — and the lake house rebuild valuation is 18 months old. Would you like me to draft an appraisal request for your broker?
AI responses are informational only and are not financial advice.
The Problem
Families 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.
Typical annual staffing for a single-family office
What MIDAS Does
MIDAS — Multi-generational Informatics for Displayed Accumulated Success — is not a generic chatbot. It is a private AI instance dedicated to your family alone, configured for your entities, your accounts, and your goals. Your data stays on your instance and is never used to train AI models.
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 — all visible at a glance, well before they lapse.
Maintains your succession planning binder and keeps it current. Account access, legal contacts, entity structures, digital assets. Always be ready.
Counts your days across jurisdictions automatically. Shows 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, tracks memberships and subscriptions across the household, and highlights anomalies. Nothing slips through.
Ask MIDAS to spot unusual transactions, unexpected charges, and missed payments — and to find opportunities for optimization across your financial life.
Reach MIDAS 24/7 via secure messaging. Ask a question at midnight, get an informed answer. No office hours, no scheduling required.
How It Works
No onboarding interviews. No calls where you recite your financial life to a stranger. Your private family office is self-serve from the first minute — you share only what you choose to connect.
Your family receives its own dedicated MIDAS instance on its own private server — isolated from every other client, and yours to power off whenever you wish.
Link bank accounts, brokerages, and documents using the same bank-grade encrypted connections your institutions use. MIDAS builds its picture from what you connect — nothing more.
Message MIDAS via secure chat whenever you like. It keeps your dashboard current in the background, ready with an informed answer the moment you ask.
Live Demo
The demo is the real product running with a fictional family's data — no signup, no email, nothing to install. Pick a seat at the table and look around. Each role sees exactly what its permissions allow, which is precisely how your own family's access will work.
The full family office: every account, document, entity, server controls, and MIDAS with complete context.
Enter as Admin →A spouse or adult child's view: accounts, transactions, and reports — without user management or sensitive settings.
Enter as Member →What your CPA or attorney sees: read access to financials and reports, a notes workspace, no ability to modify.
Enter as Advisor →View-only access: the dashboard and basic reports, nothing else. The most limited seat in the house.
Enter as Guest →Fictional data, real software. Your own instance runs privately on its own server — nothing you do in the demo is connected to it.
Pricing
One plan. Full access. Every feature included from day one.
Monthly
Full access with monthly flexibility. Cancel anytime.
Annual
Nearly two months free. Best value for committed families.
Secure checkout via Stripe. Cancel anytime with a complete export of your data.
Privacy and Security
Most services pool your data in a shared cloud and ask you to trust their policies. FamilyOffice.bot is built the other way around: your family's entire system — MIDAS, your documents, your data — lives on its own dedicated server that answers to you alone.
Each family runs on a dedicated server — not a shared cloud. Power it off whenever you want: while it's off, your encrypted data is simply unreachable. Off means off.
Your conversations and documents are never used to train AI models — MIDAS is your dedicated instance, and we hold zero-retention policies with our AI providers.
Your data is never commingled with other clients. No shared database, no shared AI, no shared anything.
All data is encrypted in transit and at rest, and account connections use the same encrypted aggregation your financial institutions rely on.
Granular permissions for family members and advisors. You decide exactly who can see what.
Your entire instance is backed up daily to encrypted, geographically redundant storage. Always recoverable, always protected.
Frequently Asked Questions
Those tools show you data. FamilyOffice.bot understands your data. MIDAS knows your entity structure, tracks your documents, and monitors your deadlines — so instead of maintaining spreadsheets, you simply ask. It is a dashboard and an intelligent assistant that can reason about your entire financial picture.
Your family receives its own private AI system running on its own private server, completely separate from every other client. Your data, your configuration, your conversation history exists in total isolation — and you can power the server off entirely whenever you wish. No other client's data ever touches the same system.
Yes. Because your family has its own dedicated server, you can shut it down whenever you're not using it. While it's off, your data sits encrypted at rest and is unreachable from the internet — an additional layer of security no shared-cloud service can offer. Turn it back on whenever you need MIDAS.
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 on your own server, 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 — the same bank-grade encrypted connections your institutions use. 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 and we will reach out personally.
No spam. No sharing. We will reach out personally.