Working methods
AI in the family office, done properly
Step-by-step methods with the governance built in: what enters the system, what a human verifies, and where AI output stops being useful and starts being a liability. Honest about limits, because in this context the limits are the method.
expense automationfamily office accounting
How to Automate Multi-Currency Expense Reconciliation with AI
Replace month-end receipt archaeology with a card-and-feed pipeline where AI categorizes in real time and humans review exceptions.
Uses Navan · 7 min read
ai document summarizationtrust document ai
How to Summarize Multi-Generational Trust Documents with AI — Safely
Make decades of trust and estate paper navigable for a small office team, without creating a legal or data-governance liability.
Uses Notion · 9 min read