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An AI-powered family office in your pocket, without the complexity or overhead of a traditional family office.
We're launching a new way to run your family office, without building one
If you want early access, register your interest and you'll be part of our inner circle community who gets priority access and information.
- Family office capabilities
It helps you track investments, manage advisors, organize your wealth structure, and surface what matters — all from a single, AI-powered tool.
- No complexity or overhead
No staff, no complexity. All the power of a family office, in one clean, mobile-first interface. It's built to simplify, not complicate.
- Why family office
Because the wealth system wasn’t built for you.
Most families in the $10M–$100M range are stuck with scattered tools and conflicted advisors. Family office thinking helps you regain control, make smarter decisions, and operate like the top 0.01% — before you get there.