Get institutional-grade technology without the institutional headaches. We handle everything so you can focus on what matters: protecting and growing your family's wealth.
You're managing complex wealth across multiple investments, dealing with systems that don't talk to each other, and worried about security vulnerabilities you might not even know about yet. Your team is stuck doing manual data entry instead of strategic work. And every tech vendor you talk to speaks a different language.
That's where we come in. With 25+ years leading technology with companies like HPE, Google, and BASF (managing $320M+ in assets across 80+ countries), we bring enterprise-level expertise to family offices. Think of us as your personal CTO who actually understands wealth management, not just technology.
Tired of juggling 10 different systems that don't talk to each other? We consolidate your fragmented tech stack into one seamless, integrated platform. No more manual data entry. No more version control chaos. Just clean, reliable information when you need it.
One data breach could cost you millions in losses and reputation damage. We build bulletproof security tailored to family offices, protecting sensitive financial data, personal information, and ensuring you meet every regulatory requirement without breaking a sweat.
You shouldn't need a computer science degree to run your office. We translate tech jargon into plain English, handle all vendor negotiations, and make sure every implementation actually works. You stay in control without getting buried in details.
Off-the-shelf software doesn't cut it for family offices. We build customized systems that fit your exact workflows, reporting needs, and family dynamics. And when your needs change, your tech adapts seamlessly.
A tailored, high-touch partnership that delivers results fast. Here's exactly what you get:
Here's our promise: within 30 days, you'll see measurable efficiency wins, actionable insights you can actually use, and security upgrades that give you peace of mind. If you don't, you don't pay a dime.
We're that confident because we've done this before. We've helped manage $320M+ in assets for global organizations, and we know exactly how to translate that expertise into solutions that work for family offices managing $50M+ in complex, multi-generational wealth.
Get your free Family Office Tech Health Assessment: We'll show you exactly where you're losing money to inefficient systems, where your security gaps are, and what it's really costing you to keep doing things the old way. No pitch, no pressure. Just honest analysis and a clear path forward.