At this level the constraint is rarely budget and always exposure. Household staff turn over. Advisers come and go. The records of a family, a foundation, or a private office accumulate across decades and across people who no longer work for you — and none of it belongs in a chat window owned by someone else. The office’s real asset is the memory of how it all fits together. That memory should live in one place, held to one standard: one assistant, yours alone, in the family’s own encrypted space in our private cloud on Amazon Web Services — every record scoped to you, and run entirely by us.
One product, two doors: families and their offices come to it as private household intelligence; practices come to it as confidentiality infrastructure. Several sites begin with a conversation, carried out in writing.
What it costs
$9,995 the first year — everything included. $5,995 each year after. Before it, if you like, the Archive Assessment: $1,950, credited in full. The first year costs more because it contains the preparation — your archive prepared and loaded by hand under a written scope, and your assistant built on it — as well as the first year of the service; every year after is the service running. Every member starts with the same first year; several homes or several offices are added to it by conversation, scoped in writing.
One brain, every home
An estate is not one house, and it is not several assistants. One assistant holds the memory, and the same assistant answers at every property — same memory, same voice, nobody who has to be re-introduced. Arrive at a house you have not seen since August and it already knows the week you are having. The written scope governs who may ask it what, not where machines sit — there are no machines to sit anywhere.
And none of it is an app you rent: an app is a seat in a shared service, and this is a space of the family’s own, with the family’s own records in it. Your assistant vs the AI apps →
At this scale it is usually several homes or several sites: by conversation, scoped in writing — every scope, rule and review set down before anything is built. Write to us →
What the office hands it
“Find the trust amendment from 2019.”
Signed March 14th. It changed the successor clause — that page is flagged.
Decades of paper, one question away.
“Who has signed and who hasn’t?”
Eleven of fourteen. The two in Lisbon and one trustee are outstanding.
Reminders drafted — they go out on your yes.
“Summarize this 90-page report.”
Four pages, with the three sections that changed since last quarter. Page numbers on every point.
Read what matters first.
“Prep me for Thursday’s family meeting.”
Last meeting’s decisions, the four open items, and the two questions the trustees raised.
You walk in with the history.
“When was the boiler last serviced?”
November 8th, by Kellerman. The plan says twelve months, so it’s due in three weeks.
Maintenance records that keep themselves.
“Set up dinner for twelve on the 20th.”
Drafted: the caterer, the florist, and two extra staff. Approve and the requests go out.
Events, organized after your yes.
“Remember what the family prefers.”
No lilies in the house. Noted — and written into every florist order it drafts for you.
It holds what you’d forget.
“What have we spent on the guest house?”
$46,200 this year. Roof work is most of it, and the same leak came back twice.
The line that’s quietly costing you.
A day with your assistant
Five moments from a normal Tuesday.
A brief before the house wakes: today’s staff, today’s vendors, what needs a decision.
Thursday’s meeting pack was assembled overnight. Two missing signatures are flagged.
It drafted the follow-up to the custodian and the reminders for the missing forms, ready for your yes, and set the Friday reminder.
A 90-page report comes back as four pages you can bring to the family.
Tomorrow’s schedule is set, and the family’s notes are updated.
What fits: several sites, scoped in writing
One home under one roof, or one practice in one office, is the first year — however many of you there are. Several homes, several offices, or staff spread across sites: by conversation, scoped in writing. Not sure which you are? Order the first year; if it needs more, our letter says so before anything is final. Every engagement is scoped before anything is built — which properties the assistant answers at, who is allowed to ask it what, and what household staff may and may not see. The scope and the price are put in writing before you commit — annual, everything included, nothing else to buy.
If the service breaks, we fix it; if we cannot, the remainder of the paid year is returned. That is our job, not your house manager’s. And when the service ends, the family’s space and everything in it is deleted — confirmed to you in writing.
Records that outlive the people who made them
Estate and family-office archives carry decades of correspondence, trusts, and financial records, and some of it is privileged. Flag regulated, confidential, or attorney–client material during scoping and we agree the handling rules in writing before anything moves. When we load an archive, the work is done by hand under a written scope, into the family’s own encrypted space — and you can ask for a complete copy of your material at any time, and receive it. How archive loading works →
Discretion, by design. Family matters sit in the family’s own encrypted space, scoped to you and nobody else, and the traffic between your assistant and its models travels private networking inside our own cloud boundary, not the public internet. Nothing is sent or booked without your approval — approvals expire, and everything is logged, so discretion is checkable rather than decorative. Never pooled, never shared, never used to improve anyone else’s model — and no ads, no selling information, ever.
Anything beyond one home or one office — several homes, several offices — is scoped in writing, and the written scope is the quote; if it is not right for you, we will say so before our letter confirms a year. Write to us · Read every promise
What “everything included” contains
Your own history, on call
What it does with your own history — every one of these is in the first year, and none of it is bought separately.
Your own history
What it does with your own history
Answers out of your own archive — with the document it came from, every time
Finding the exact document — the one email, the one letter, the one scan
The dates that matter — renewals, deadlines, anniversaries, the ones you would have missed
Everything for the trip in one place — bookings, documents, contacts, what is still unresolved
What was said last time, before you call — so you are not starting from nothing
Your own timeline, reconstructed — what happened when, from the records that prove it
Everything on this list is in the first year. Nothing on it is bought separately, and nothing on it is a plan for later — if it is written here, it works on the day your assistant is ready.
Your own AI. Your own material. One assistant, yours alone.
One price, and one way to begin.
Everything above is in the first year — there is nothing else to buy and nothing to configure. Begin with the first year; if you like, add the Archive Assessment before it.
The first year costs more because it contains the preparation — your archive prepared and loaded by hand under a written scope, and your assistant built on it — as well as the first year of the service; every year after is the service running. You order and pay at checkout; we write back within days — a decline returns every dollar, and until our letter confirms the year you may withdraw in writing. From that letter the year is final, and your assistant is ready on the date the letter names.
We answer in writing, within one business day — and if we cannot serve you well we say so before our letter confirms a year.
Prefer to write to us first?
