Discretion first, and a person you can call
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.
These deployments are scoped in conversation, not bought from a page. We start with an assessment, put the scope in writing, and quote against it.
Private AI for Business Executives
Your calendar is full. Your head shouldn't be.
Digital Twin Pro is a small box that lives in your office. Inside is your assistant — it briefs you before every meeting, tracks what you promised, and keeps the inbox from running your day.
Just say it. It gets handled.
Tap anything below to see how it goes.
“Brief me on my nine o'clock.”
Assistant: The Meridian renewal. Three open issues, last call's notes, and the number they pushed back on.
You walk in ready.
“What did I promise last week?”
Assistant: Eleven follow-ups. Two are late — the hiring plan and the intro for Dana.
Your word, tracked for you.
“Triage my inbox for me.”
Assistant: Nine need you today. The rest is filed, drafted, or waiting quietly.
An inbox that respects your time.
“Pull the board deck together.”
Assistant: Last quarter's numbers, the three updates you asked for, and the gaps marked in yellow.
Board prep, already underway.
“Get me on the early flight.”
Assistant: The 6:40 has an aisle seat and gets you there by nine. Say yes and it's booked.
Travel sorted after your yes.
“Summarize this 40-page report.”
Assistant: Two minutes to read, or I'll read it to you in the car.
Reading, done for you.
“Who have I not spoken to lately?”
Assistant: Six people you meant to keep warm. It's been four months since Priya.
Relationships don't go quiet.
“Set up my Monday note.”
You: Wins, risks, and what I need from them.
Assistant: Drafted every Sunday at 6, waiting for your edits Monday morning.
Tell it once. It's a ritual.
A day with your assistant
Five moments from a normal Tuesday.
A spoken brief on the drive: the day, the numbers, the one thing that moved overnight.
Five minutes before the call, the brief lands: history, open issues, their last ask.
Inbox triaged. Nine things need you. Everything else is handled or waiting.
Follow-ups drafted from three meetings. You approve; they go out in your voice.
Tomorrow is shaped, and the board file is one draft further along.
Private AI for Family Offices & Wealth Managers
Twelve entities, four generations, one inbox.
Digital Twin Pro is a small box that lives in your office. Inside is your assistant — an assistant who preps the meetings, pulls the documents, drafts the letters, and watches the dates. Every decision stays with the family and their advisors.
What owners like you hand off first
- Discretion by architecture — family matters processed on hardware you own, in rooms you control
- The paper estate — trusts, deeds, statements, and correspondence, indexed and answerable
- Staff without exposure — assistants work from the system without holding the originals
The right system: Digital Twin Pro Plus or Studio. Handled for you: Concierge management: a named specialist, a standing monthly session, and a written scope. Quoted by application. See Managed Private AI →
Closer fits: Estates · Private lenders
Just say it. It gets handled.
Tap anything below to see how it goes.
“Prep me for Thursday's family meeting.”
Assistant: Last meeting's decisions, the four open items, and the two questions the trustees raised.
You walk in with the history.
“Find the trust amendment from 2019.”
Assistant: Signed March 14th. It changed the successor clause — that page is flagged.
Decades of paper, one question away.
“What's due in the next 60 days?”
Assistant: Nine dates. Two filings and the schedules are first, all in the same week.
Dates watched, not remembered.
“Draft the letter to the beneficiaries.”
Assistant: Built from your usual form, with this quarter's dates filled in. Yours to review and send.
Your letters, filled in for you.
“Summarize this 90-page report.”
Assistant: Four pages, with the three sections that changed since last quarter. Page numbers on every point.
Read what matters first.
“Call the custodian about the paperwork.”
Assistant: Called. The forms went out today, and they need two signatures back by Friday.
Your assistant makes the call.
“Who has signed and who hasn't?”
Assistant: Eleven of fourteen. The two in Lisbon and one trustee are outstanding.
Signatures chased for you.
“Pull every document for the Harbor entity.”
Assistant: Sixty-two, in date order, with the eight that mention the property flagged.
The file room, sorted in seconds.
A day with your assistant
Five moments from a normal Tuesday.
A brief with your coffee: today's meetings, what's due, whose file needs your eyes.
Thursday's meeting pack is assembled overnight. Two missing signatures are flagged.
It called the custodian, chased the forms, and set the Friday reminder.
A 90-page report comes back as four pages you can bring to the family.
Letters drafted, dates checked, tomorrow's files queued for your review.
Private AI for Luxury Homes & Estates
A house this size runs on a hundred small handoffs.
Digital Twin Pro is a small box that lives in the estate office. Inside is your assistant — an assistant who lines up the household staff, schedules the vendors, keeps the maintenance records, and works out the details for every event.
Just say it. It gets handled.
Tap anything below to see how it goes.
“Who's here this week?”
Assistant: Housekeeping Monday and Thursday, the gardener Tuesday, and pool service Friday at 8.
The week, one question away.
“Call the pool company about Friday.”
Assistant: Called. They're coming at 10 instead, so the gardener isn't in their way.
Your assistant makes the call.
“When was the boiler last serviced?”
Assistant: 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.”
Assistant: 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.”
You: No lilies in the house.
Assistant: Noted — I'll tell the florist.
It holds what you'd forget.
“Draft the note to staff about the holidays.”
Assistant: Warm, clear on the dates and the coverage. Yours to read before it goes.
Notes written, decisions yours.
“What have we spent on the guest house?”
Assistant: $46,200 this year. Roof work is most of it, and the same leak came back twice.
The line that's quietly costing you.
“Find the warranty for the range.”
Assistant: Installed in 2022, five years on parts. The paperwork and the installer's number are here.
The drawer, finally searchable.
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.
It called the pool company and moved them so the crews aren't stacked up.
The dinner for twelve is planned. Caterer and florist requests wait on your yes.
Service dates checked. The boiler and two systems are coming due.
Tomorrow's schedule is set, and the family's notes are updated.
Talk to the founder — book the assessment
We scope the deployment with you and quote it in writing. Nothing is bought from this page.