Multi-family offices
Run one office for many families, with each family’s details kept private.
We help multi-family offices work as one well-run firm, while each family's details stay with that family.
Multi-family offices
When someone joins a family’s team, their access changes with it.
Staff see only the families they serve, and so does the AI working for them. Nobody has to remember to remove access when someone moves on.
Illustration: a client partner joins one family’s team and can open its workspace from that day, while the families she does not serve stay closed to her and to the AI working for her.
Illustration. Names and details are invented.
A new partner joins
On Monday, a new client partner joins your office. She will look after three of your families. By Wednesday she needs their reports, their entities and their history.
Giving her access is the easy part. The hard part is making sure she sees her three families, and not the rest.
How we help
Each person can be given access to the families they serve, and not the others. Sharing systems does not have to mean sharing information.
AI can help prepare reports and summaries. Your team checks and approves them before a family sees them.
Why don't our reports match across systems?
Most offices pull numbers from accounting, custody, private investments and spreadsheets. We help you agree one trusted source for each figure. Families then get reports they can rely on.
What you get
- Reports families can trust
- Privacy between families, designed in from the start
- One connected set of systems, not many separate ones
Already at work
Impact Investors / IIN: we set up the firm’s Microsoft security so its staff can use AI safely, with Copilot configured around the firm’s own knowledge.
Microsoft Cloud Solution Provider (CSP) partner
We build on Microsoft, Google Cloud, Anthropic Claude and OpenAI. The choice stays yours.
Next step
Tell us where the work gets stuck.
Tell us what you need to decide and what slows your people down. Please leave out client and account details.
Start a conversation