30-day guarantee. First agent live in 14 days →
AI agents for multi-family offices.
Start with one. Add more when it works.
- We connect your tools and onboard your data
- Message your agents on WhatsApp, iMessage or Slack
- We manage them and meet weekly to make them better
What your agents handle
Family member emailed a request
Logged, routed and tracked to completion
CPA asked for year-end documents
Documents gathered and sent once approved
Family meeting ended
Notes and action items sent to every attendee
New trust account needs opening
Trust documents requested and forms pre-filled
Quarterly meeting next week
Prep packet with entity-level activity assembled