Wealth Over Time
Needs Your Attention
Cash Flow — Next 90 Days
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Handled by Your Family Office
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Asset Allocation
AI Risk Commentary
Balance Sheet
Add a Liability
| Liability | Type | Rate | Balance |
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Alerts
Holdings
| Holding | Asset Class | Value |
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Upload a Document
K-1s and capital-call notices are read and reconciled automatically.
Document Log
| Document | Type | Status | Uploaded |
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Extracted Data
| Field | Value | Confidence | Reconciled |
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Add a Deal
Track prospective investments and generate an AI due-diligence memo for each.
Deal Pipeline
| Deal | Sponsor | Asset Class | Amount | Status |
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Due-Diligence Memo
Ask the Family Legacy
Ask in plain language; answers are drawn only from the family's recorded knowledge, with sources cited.
Add Legacy Entry
Knowledge Base
Giving by Cause
Impact Summary
Record a Gift or Pledge
Grants & Pledges
| Organization | Cause | Status | Date | Amount |
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Agenda
CAO Review Queue
Low-confidence extractions land here. Nothing is trusted until you approve it.
Activity Log
Every action is recorded — the substrate for quarterly security reviews.
| When | Actor | Action | Detail |
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AI Governance
Generate and archive the family's AI governance policy and quarterly security reviews — the auditable record you present as CAO.
Archived Documents
Invite Someone
Invite family, advisors, or staff. They get a one-time link to set their own password — no email required.
People with Access
| Name | Role | Status | Last active |
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Pending Invitations
| Role | Expires |
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Your Profile
Change Password
Family & Branding
Personalize this deployment for the family.
AI & Sovereignty
Extractions below this confidence go to the CAO review queue. Higher = more careful (more items reviewed).
Real Estate Portfolio
Cash & Banking
Live Feeds
Cash Flow next 90 days
Coming Up
Last 90 Days by Category
Taxes year over year
Last 5 Filed Years
| Year | Filing | Total income | AGI | Taxable | Total tax | Eff. rate | Carryforwards |
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No tax returns ingested yet — upload a Form 1040 in Documents and it will appear here automatically.
Meetings
Propose a Meeting
Insurance Registry
Contacts
Add a Contact
| Name | Type | Organization | Contact | Tags |
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Morning Brief