We're refining our Family Office workflows. The page below describes the operating model we'd build for; for shipped, named workflows today, the closest patterns sit in our Bookkeeping and RIA playbooks.
Financial Services · persona
Family Office
Single- or multi-family office. Multi-entity, multi-asset-class, multi-generational. Coordination is the entire job.
A day in the life
What the next Tuesday looks like
A family office serves a small number of clients with extreme complexity. A single household might have 14 entities (LLCs, trusts, foundations), 6 asset classes, 8 advisors (CPA, attorney, RIA, art consultant, philanthropy advisor, insurance broker, banker, family lawyer), and 12 family members across 3 generations. The job is coordination. Traditionally it's done in Excel, email, and the head of the office's memory.
The AI layer doesn't replace the head of the office; it gives the head of the office a real second-brain. Every entity has a current status. Every advisor has a current open-loop list. Every family member has the right level of access to the right artifacts. The K-1s arrive in March; they're routed to the right CPAs and the right tax attorneys automatically. The art appraisal comes in; it updates the consolidated balance sheet. The philanthropy team needs the IRS Form 990 due date for the foundation; it's already on the calendar.
Monthly, the head of the office reviews a single dashboard that says: what closed, what's open, what's overdue, who's waiting on whom, and what the family meeting next week needs to address.
The family office playbook
The automations that matter most
Out of the full Financial Services catalog, these are the ones a family office should run first.
PBC (prepared-by-client) document chaser
Document handling & PBC chase
From the open PBC list per engagement, the system sends scheduled chasers for any document overdue by N days, notes when documents arrive in the portal, updates the PBC list, and surfaces stuck-clients to the engagement lead.
Document-completeness check
Document handling & PBC chase
When a client uploads a batch (1099s, K-1s, brokerage statements, etc.), the system parses each one, cross-checks against expected documents for that client and tax year, and surfaces missing pieces immediately rather than at next review.
Quarterly review prep (per household)
Renewal & life-cycle (insurance / advisory)
For RIAs: at quarter-end, generates a draft review packet per household (performance commentary, allocation drift, RMD status, life-event flags, agenda) that the advisor reviews and signs off in 15-25 minutes.
Monthly close package generator
Bookkeeping & close
After month-end is reviewed and signed, generates the client deliverable (P&L, BS, cash flow, KPI summary, narrative cover note) and sends to the client portal.
Client communication audit log
Compliance, audit & risk
Every outbound client communication is logged (who, when, what, channel, sender) with the audit trail required by SEC Rule 17a-4 / FINRA / state insurance regs. Searchable for examiners; immutable.
In the wild
How this actually plays out
Family meeting prep is the recurring high-stakes workflow.
Quarterly or annually, the head of the office prepares a meeting for the family principals (and often the next generation). Traditionally this takes 2-4 weeks of pulling reports from advisors, building the consolidated view, drafting the agenda, and distributing materials.
The AI workflow: starting D-30, the system fires the prep orchestration: requests the current quarterly report from each advisor (CPA, RIA, attorney, etc.) with appropriate format, follows up on missing pieces, builds the consolidated balance sheet from the latest data (with manual valuation overrides preserved), drafts the agenda based on open-loop items + advisor flags + scheduled items, drafts the meeting deck, drafts pre-read materials calibrated to each family member's access level + sophistication, queues for the head's review at D-7.
The head reviews and signs off in 2-3 hours instead of 30-50. The materials look exactly as they always have. The work disappeared.
Get the firm-shaped automation map
Tell us your firm size, primary practice areas, and the one cycle that breaks most often (tax season, renewals, quarter-end, surge intake). We'll come back with a written map of which 5-7 automations matter first, what compliance posture they require, and what the first 90 days would change.