Fed holds rates steady amid inflation concerns●Gold hits 3-month high as dollar weakens●Private equity fundraising up 12% in Q1 2026●Swiss National Bank maintains negative rate policy●Family office allocations to alternatives reach record high●AI-driven wealth platforms see 340% AUM growth in 2025●Fed holds rates steady amid inflation concerns●Gold hits 3-month high as dollar weakens●Private equity fundraising up 12% in Q1 2026●Swiss National Bank maintains negative rate policy●Family office allocations to alternatives reach record high●AI-driven wealth platforms see 340% AUM growth in 2025●
LIVEMarkets
Headlines
Fed holds rates steady amid ongoing inflation concerns◆Gold hits 3-month high as dollar weakens on global trade tension◆Private equity fundraising surges 12% in Q1 2026◆Swiss National Bank maintains negative rate policy amid volatility◆Family office allocations to alternatives reach record levels◆AI-driven wealth platforms see 340% AUM growth in 2025◆Fed holds rates steady amid ongoing inflation concerns◆Gold hits 3-month high as dollar weakens on global trade tension◆Private equity fundraising surges 12% in Q1 2026◆Swiss National Bank maintains negative rate policy amid volatility◆Family office allocations to alternatives reach record levels◆AI-driven wealth platforms see 340% AUM growth in 2025◆

The Autonomous Wealth
Intelligence Agent

Monitor, analyze, and protect complex family wealth structures with institutional-grade AI.

Request Private AccessWatch Demo
Portfolio Value
$847.3M
Risk Score
LOW
Active Alerts
3
Multi-Generational Families·Private Offices·Wealth Advisors·Institutional Partners

Core Capabilities

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Consolidated Wealth Dashboard

Unified view across all asset classes, custodians, and geographies in real time.

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AI Risk Monitoring

Continuous risk modeling with automated alerts on threshold breaches and market events.

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Investment Intelligence

Deep analysis of performance, attribution, and opportunity identification powered by ML.

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Succession Planning

Estate-aware wealth transfer intelligence across trust structures and inheritance goals.

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Document Intelligence

AI-parsed trust deeds, wills, and legal instruments. Versioned and searchable.

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Private Collaboration

Secure communication between family members, advisors, and custodians with full audit trails.

Why FamilyOffice AI

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Built for Complexity

Multi-generational wealth is not a spreadsheet problem. We model the full picture — trusts, entities, custodians, and generations — with precision.

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Always Watching

AI monitors 24/7 so your advisor doesn't have to. Real-time alerts on threshold breaches, market shifts, and document changes.

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Human Oversight Built In

Every recommendation requires advisor approval before action. Your family is never removed from critical decisions.

How It Works

1

Connect your accounts and documents

Link custodians, import trust deeds, wills, and partnership agreements into a single secure workspace.

2

AI reads, monitors, and analyses in real time

Our models continuously read your portfolio data, market conditions, and document landscape — flagging what matters.

3

Advisor reviews and approves recommendations

Every finding surfaces to your advisor first. They review, refine, and approve before any recommendation is shared.

4

Family acts with full confidence

Approved recommendations and coordinated action items flow to the family with full context and audit trail.

What Our Clients Say

"

Before FamilyOffice AI, coordinating across four custodians and two trust structures consumed weeks every quarter. Now I have a live picture in minutes. It's changed how our family operates.

J. Whitmore
Family Principal
"

As an advisor, I used to spend half my client calls just gathering data. Now I walk in with a full brief — portfolio view, risk analysis, action items. The time saved is extraordinary.

A. Chen
Private Wealth Advisor

Intelligence in Action

Sample AI-generated advisory reports from the FamilyOffice AI analysis engine.

Q1 2026 Portfolio Risk Assessment

31 Mar 2026

Current Fixed Income allocation of 22% presents elevated duration risk in the current rate environment. With the 10-year Treasury yield at 4.3%, any further upward repricing would materially impair bond portfolio marks.

Recommended action: initiate gradual rebalancing toward short-duration investment-grade credit (2-3 year maturity) to reduce rate sensitivity. Consider reducing high-yield exposure by 4% and increasing liquidity buffer by 2%.

Estate Document Analysis: Whitmore Family Trust

14 Feb 2026

Clause 7.3(b) of the Trust Deed dated 12 September 2019 conflicts with the beneficiary allocation framework established in the Fourth Amendment dated 3 March 2023. This creates ambiguous distribution waterfall instructions for the trustee.

Recommended action: engage external family wealth counsel to prepare a deed of clarification or rectifying deed prior to Q2 distribution event. Flag for next quarterly family governance meeting.

Currency Exposure Report: EUR/CHF Hedging Strategy

10 Apr 2026

Portfolio analysis identifies 23% of total AUM held in EUR-denominated assets without corresponding hedging instruments. Given EUR/CHF volatility and the SNB's continued negative rate policy, unhedged exposure represents significant tail risk.

Recommended action: implement rolling 3-month EUR/CHF forward contracts to hedge 70% of exposure, reducing tail risk while maintaining upside optionality. Coordinate with custodian on ISDA documentation.

Built for Confidential Capital

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End-to-End Encryption

AES-256 encryption for data in transit and at rest.

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Role-Based Access

Granular permissions for family members, advisors, and custodians.

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Audit Trails

Complete logging of all access and actions for compliance.

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Swiss-Grade Privacy

Hosted in Swiss data centers with strict privacy regulations.

About FamilyOffice AI

FamilyOffice AI is an autonomous intelligence platform designed to help ultra-high-net-worth families manage wealth, governance, and legacy with precision. We combine institutional-grade technology with deep expertise in family wealth structures to deliver real-time intelligence across portfolios, estate plans, and family governance.