01
Confidentiality
Names, structures and adviser documents are visible only to the people who should know them.
Family Offices
Confidential, clear, calm: we connect data from holdings, real estate and adviser documents into one picture without taking control out of your hands.
What your families expect
02
One picture instead of many
Portfolios, real estate and holdings come together in a traceable position.
03
Calm communication
Reports and requests arrive at the rhythm the family expects.
Where it hurts today
- Data sits with banks, managers and in separate systems.
- Reports are assembled by hand over and over.
- Requests from advisers and providers run through many channels.
What we build
Consolidated dashboard
Assets, cases and open items in one overview.
To the service →Protected data room
Release documents per recipient, with a record of who opened what.
To the service →Reports
Recurring, traceable, produced on servers in the EU.
To the service →Pre-sorted enquiries
Prepared in advance, the office approves.
To the service →Your systems stay
We add what is missing instead of rebuilding what already exists. Typical systems in this industry that we connect to:
- Bank reporting
- DATEV
- Document management
- Spreadsheets
Named without any partnership. Connection depending on the available interface.
Where we deliberately stop
No investment or tax advice and no valuation. Advice stays with your licensed advisers.
What is coming up
Whether and how it affects you is clarified by your legal partner.
since 02.02.2025, next stage from 02.08.2026
EU AI Act
Duty of AI literacy for staff since 2025, transparency obligations for certain AI systems from August 2026.
Source: EU AI Act Service Desk ↗since 06.12.2025
NIS2 implementation
New IT security obligations for entities of certain sectors and sizes.
Source: BSI, press release 05.12.2025 (in German) ↗
A day with the system
Example workflow, for illustration.
09:00
The month's reports are ready, deviations are flagged.
09:20 · Person
The office checks the reports and approves them for the family.
11:30
An adviser receives access to the released documents in the data room.
18:00
New enquiries from providers are pre-sorted, decisions are pending.
Discretion and operations
- Data lives on servers in the EU
- Roles: everyone sees only what they need to see
- Every step is logged, including rejections
- Code, servers and access belong to you
- Access released per recipient and revocable at any time
Technical properties of the systems. The legal assessment is provided by your legal partner.
Frequently asked questions
Contact
Let's talk about your project.
Write to us briefly about what it is about. You will receive a personal reply.