Custom AI workflow automation purpose-built for the hnw concierge services stack. We deploy on the tools your team already runs (Addepar, Masttro, Asset Vantage, etc.), with human-in-the-loop on every judgment call.
HNW Concierge Services firms compete on speed, accuracy, and margin. Every repetitive process the team handles by hand is a tax on client retention — and the firms automating now will be the ones setting the pace in 18 months.
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.
Custom AI workflows built specifically for uhnw tax & trust accounting: deep integrations with the Lacerte stack, hnw concierge services-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for luxury residential interior design: deep integrations with the Studio Designer stack, hnw concierge services-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for ultra-custom residential construction: deep integrations with the CoConstruct stack, hnw concierge services-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for c-suite & board recruiting: deep integrations with the Clockwork stack, hnw concierge services-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for lower middle market m&a: deep integrations with the DealStream stack, hnw concierge services-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for middle market m&a: deep integrations with the DealCloud stack, hnw concierge services-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for uhnw second home management: deep integrations with the Hostfully stack, hnw concierge services-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for jet charter & aircraft management: deep integrations with the Avinode stack, hnw concierge services-grade privacy, and workflows that pay back in weeks, not years.
Custom AI workflows built specifically for bespoke luxury travel design: deep integrations with the Axus Travel 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.
AI generates K-1s from Lacerte partnership data, validates against prior year, distributes to beneficiaries with explanatory notes, and tracks acknowledgement — K-1 season compresses from months to weeks.
AI tracks trust corpus, calculates required distributions, produces beneficiary statements from Lacerte, and flags trust-term compliance issues — trustee operates with full audit trail.
AI assembles the consolidated report from Lacerte and every connected custodian, drafts narrative commentary per family, and publishes to the family portal — reporting cycle drops from weeks to days.
AI ingests commission statements from every supplier into Lacerte, matches against booked trips, flags missing commissions, and sends collections — commission leakage drops to near-zero.
AI captures bills from every channel, classifies them per entity in Lacerte, schedules payments, and produces a real-time cash dashboard per family — bill pay errors drop to near-zero.
Every hnw concierge services operation runs differently — we build what you actually need, on the stack you already run.
