Custom AI workflows built specifically for multi-family office services: deep integrations with the Addepar stack, hnw concierge services-grade privacy, and workflows that pay back in weeks, not years.
AI assembles the consolidated report from Addepar and every connected custodian, drafts narrative commentary per family, and publishes to the family portal — reporting cycle drops from weeks to days.
AI captures bills from every channel, classifies them per entity in Addepar, schedules payments, and produces a real-time cash dashboard per family — bill pay errors drop to near-zero.
AI generates K-1s from Addepar partnership data, validates against prior year, distributes to beneficiaries with explanatory notes, and tracks acknowledgement — K-1 season compresses from months to weeks.
AI drafts the itinerary in Addepar from client preferences and supplier availability, sources reservations, and produces the client-facing document — advisor refines the human touches, doesn't build from zero.
AI tracks every confirmation in Addepar, chases outstanding ones, surfaces booking conflicts, and notifies the advisor only when human intervention is needed — chase work disappears.
AI ingests commission statements from every supplier into Addepar, matches against booked trips, flags missing commissions, and sends collections — commission leakage drops to near-zero.
AI tracks trust corpus, calculates required distributions, produces beneficiary statements from Addepar, and flags trust-term compliance issues — trustee operates with full audit trail.
For multi-family office operations directors
For multi-family office operations directors
For multi-family office operations directors
For multi-family office operations directors
For multi-family office operations directors
For multi-family office operations directors
The workflows above are starting points. Every multi-family office services operation runs differently — we build what you actually need.
