Ask the workspaceGrounded in your documents
Ask anything across your documents…
For family offices
Private AI computer for family offices and private wealth operations.
A dedicated AI environment that helps your office search estate documents, summarize investments, answer tax questions, prepare for meetings, and run household operations — without exposing private family information to outside AI providers.
Book a private AI systems call
For single- and multi-family offices managing estate plans, trusts, private investments, tax records, philanthropy, and household staff under strict confidentiality.
The problem
The office runs on private documents. Public AI tools are not an option.
Estate plans, trust agreements, LPAs, side letters, K-1s, tax records, advisor correspondence, household budgets. The information is exactly the kind a family office cannot place into a chat window — and exactly the kind a small staff cannot keep in their heads.
Trapped in
- Trust and estate plan documents
- Private fund LPAs and side letters
- Direct investment files and deal memos
- Tax returns, K-1s, and partnership filings
- Advisor correspondence and engagement letters
- Household and property operating records
- Insurance policies and coverage schedules
- Family meeting and governance records
Eaten by manual work
- Searching old emails for an advisor’s answer
- Re-reading a trust to confirm a distribution rule
- Pulling K-1 summaries from a stack of PDFs
- Preparing the same kind of meeting briefing each quarter
- Cross-checking advisor advice against the actual document
- Building the same household budget variance manually
- Onboarding a new family member to a complex structure
- Finding the version of a document everyone last agreed to
Today: scattered, manual, repeatedOne private layer over the same documents
A private AI computer gives a small office the leverage of a much larger one — without exposing the family to a vendor that could change its terms next quarter.
What you build
A private AI layer over the family’s archive.
Indexed across estate, investment, tax, philanthropic, and household documents. Reads what you allow. Cites every answer back to a source you can verify. Writes nothing without principal or chief-of-staff sign-off.
01
Search across the full document archive
Plain-English questions over trusts, LPAs, tax, and operations.
02
Trust and estate Q&A
Distribution rules, trustee powers, definitions — answered from the actual document.
03
Investment document summaries
LPAs, side letters, K-1s, and direct-deal memos in structured form.
04
Tax document review
Year-over-year comparisons across entities and partnerships.
05
Meeting and briefing preparation
Family, trustee, advisor, and philanthropy committee meetings.
06
Advisor correspondence triage
A single thread view across counsel, accountants, and managers.
07
Household operations
Budgets, schedules, vendor records, and property files.
08
Governance and decision history
A searchable record of what the family has previously decided.
The system supports the principal and the office. It does not replace counsel, accountants, or investment advisors — it makes the staff that coordinates them dramatically more effective.
Principles
How we work, in four lines.
These constraints are baked into every office deployment. Privacy is not negotiable — it is the architecture.
The family controls the perimeter.
Models, documents, and chat live on hardware or in a single-tenant environment under your direct control. No shared inference. No vendor staff with access.
Principal-only documents stay principal-only.
Access is scoped by role, family branch, and trust. A family member can ask about their own documents without seeing the principal’s strategic files.
Every answer is grounded in a document.
Outputs cite the page, the file, the version. Nothing fabricated. Where the model has no source, it says so. Material decisions are always verifiable.
No vendor lock-in on the inference path.
The system runs on open-source models you can swap. If a vendor changes their terms, your office does not have to rearrange.
Example deployment
Single-family office deployment
A reference design for a single-family office. The same architecture extends to multi-family offices with per-family scoping, and to private wealth operations that need the rigor of a family office without the headcount.
Project sizeTens of thousands
ClientSingle-family office
Use caseEstate, investment, tax, and household operations
A private AI computer deployed in a single-tenant environment under the office’s direct control. Documents are ingested behind the family’s perimeter. The principal, the chief of staff, and named advisors have scoped access. Outside vendors never see the archive.
Document types included
- Trust and estate plan documents
- Private fund LPAs and side letters
- Direct investment deal memos and files
- Tax returns, K-1s, and partnership filings
- Advisor engagement letters and correspondence
- Household and property operating records
- Insurance policies and coverage schedules
- Family meeting and governance records
Core workflows
- Estate and trust Q&A
- Investment document summarization
- Tax year-over-year comparisons
- Family and trustee meeting prep
- Advisor correspondence triage
- Household budget variance review
- Onboarding briefings for family members and new staff
- Governance and decision-history search
Security model
- Single-tenant private cloud or on-premise
- No third-party AI APIs on the inference path
- Scoped access by role and family branch
- Principal-only documents fully gated
- Audit logs on every prompt and retrieval
- Encryption at rest and in transit
- Retention and deletion controls
- Admin kill-switch
Have a similar workflow?
Book a call →
Reference deployment · single-family office
Who this is for
Built for offices that cannot risk a leak.
This is for principals and chief-of-staff equivalents whose job is to keep the family’s information inside the family. Where a single misplaced document is not a vendor’s problem — it is a family problem.
Strong fits
- Single-family offices
- Multi-family offices with per-family scoping
- Private trust companies
- Private wealth operations
- Endowed family foundations
- Founder family offices post-liquidity event
- Investment principals managing a household portfolio
- Inter-generational governance structures
Common patterns
- A small staff coordinating across many outside advisors
- Documents spread across drives, inboxes, and counsel firms
- Recurring questions the chief of staff answers manually
- Meeting prep that consumes a full week each quarter
- A principal who is the bottleneck on every decision
- Onboarding new family members or staff is slow and uneven
- A philanthropy committee with its own document trail
- Privacy that is not negotiable
Especially good fit if you hear
- “There is no scenario where I put this into ChatGPT.”
- “My chief of staff is the only person who knows where everything is.”
- “I spend the week before a family meeting in a stack of PDFs.”
- “The same questions come up every quarter.”
- “Counsel sent us an answer once — I just cannot find it.”
- “I want the leverage of a bigger office without the headcount.”
In their words
What principals and chiefs of staff tell us.
“I spend the week before a family meeting in a stack of PDFs. With this, the briefing pack is drafted by Sunday and I am editing, not assembling.”
“There is no scenario where I put a trust document into a public AI tool. This is the version I can actually run.”
“It does not replace counsel or the CPA. It makes the staff coordinating them three times more effective. That is exactly what we needed.”
Deployment
Single-tenant deployment under your direct control.
The workspace is built so the family — not a vendor — controls the perimeter. We deploy on your hardware, in your private cloud, or in a single-tenant environment your office already trusts.
Inputs
Trust and estate plan documentsPrivate fund LPAs and side lettersDirect investment files and deal memosTax returns, K-1s, and partnership filingsAdvisor correspondence and engagement letters
Your perimeterNothing leaves your network
Private AI computerLocal models · grounded retrieval · approval gate
Document indexLocal modelsPermissionsAudit log
Outputs
Search across the full document archiveTrust and estate Q&AInvestment document summariesTax document reviewMeeting and briefing preparation
On-premise rig
A dedicated AI workstation in the office or at a property. Models run locally.
Single-tenant private cloud
For offices that prefer a managed environment without shared inference.
Open-source models
Llama, Qwen, Mistral, and Whisper. No third-party API calls on the inference path.
Scoped access
Principal-only documents, family-branch scoping, and named-advisor read access.
Document ingestion
Years of estate, investment, tax, and household records indexed for search and retrieval.
Citation-grounded outputs
Every answer ties back to a document and a page. Nothing fabricated.
The point is to give the office the leverage of a much larger operation — without ever turning the family’s private archive into someone else’s data.
What happens on the call
Book a 30-minute private AI systems call.
We talk through how the office actually runs — where the chief of staff’s time goes, where the principal is the bottleneck, and which workflows would benefit most from private AI.
We will map
- Where the office’s time is currently going
- Which documents must stay principal-only
- What the archive looks like today and where it lives
- Which workflows AI would help with first
- What deployment looks like for your specific situation
- Whether a private AI computer makes sense for the family
Book a private AI systems call
You leave with a rough architecture, a priority workflow map, and an honest view of whether this is worth building for the office.
Project packages
Three ways to engage.
Most offices either start with a focused audit or jump to a foundational build keyed to the next family meeting or tax cycle.
Workflow audit
For offices unsure where AI helps
A short engagement that maps how the office actually runs. You leave with a buildable architecture, a priority list, and an honest go/no-go.
Foundational office build
For offices ready to deploy
A working AI computer — archive search, estate and trust Q&A, investment document summaries, and meeting briefing preparation. Deployed in a single-tenant environment under your control.
Full build + automation
For multi-phase deployments
Foundational build plus household operations, advisor correspondence triage, governance and decision-history search, and ongoing support across tax and family-meeting cycles.
Family-office workspace builds commonly land in the tens of thousands depending on archive size, deployment model, and the level of integration with outside advisors.
Security
Built for absolute privacy.
The deployment is designed so the family — not a vendor — controls every layer of the stack. No third-party AI APIs on the inference path. No vendor staff with access to documents. A clear audit trail of everything the system does.
01Single-tenant private cloud or on-premise
02No third-party AI APIs on the inference path
03Principal-only documents fully gated
04Scoped access by role, family branch, and advisor
05Audit logs on every prompt and retrieval
06Encryption at rest and encryption in transit
07Retention and deletion controls
08Admin kill-switch
09Document ingestion under family control
10No vendor staff access to archive contents
A family office that lets confidential information into a public AI tool is one disclosure away from a problem. This is the version that does not put you there.
Who builds this
Founder-led. By arrangement.
We work with a small number of offices each year. Hands-on, founder-led, end-to-end. The same rigor we have brought to large private deployments, scaled to fit a single-family office.
BJ
Brian Joseff
Co-founder
Designs the architecture and the deployment perimeter for each office. Background in private-cloud AI for sensitive environments.
CS
Chandler Supple
Co-founder
Leads delivery and ongoing support with each office. Background in operational AI for document-heavy, advisor-coordinated work.
FAQ
Common questions from offices.
No. The standard deployment isolates the archive inside your perimeter. We support the software layer through a secure channel that does not grant us access to your documents, prompts, or outputs. Where you need maintenance access, it is time-boxed, logged, and granted by your office on a per-incident basis.
Build a private AI computer for the office.
For families and chiefs of staff who need the leverage of a much larger operation — and zero exposure of private information.