We Help Families of Any Level of Wealth Gain the Benefits of a Private Family Office
Your wealth is more complicated than investments alone. See everything affecting your family’s wealth and well-being in one place with a Family Office. Get the big picture you need when facing crucial decisions. Connect your trusted professional advisors so they can collaborate, share a vision of your family’s goals and changing circumstances, and provide greater insight.
Orchestrate Your Family’s Wealth
Wealth. It’s entwined through every aspect of our lives—from business and financial interests, to real estate and other assets, to household administration, and even family aspirations. A complete picture of wealth is hard to come by when things can’t be measured simply by year-end performance, accounts are spread across institutions, or only one person knows crucial details.
When faced with such complexity, practical families typically assemble a team of trusted professionals for guidance. Financial advisors to focus on the growth and health of their portfolios. Accountants, attorneys, and insurance consultants to minimize liabilities and identify opportunities.
Unfortunately, though they all work on the behalf of a family, they often do so separately, concentrating on objectives within their own fields of expertise.
OurFamilOffice.ai was designed based on our belief that true wealth—the kind that secures retirements and spans generations—results from a broader vision and a more coordinated approach. That building and preserving a legacy requires looking beyond your lifetime.
Families are better served when everyone works together in concert.
A Family Office for Everyone
Rockefeller. Carnegie. Vanderbilt. The very names synonymous with great wealth and enduring legacies were among the first to establish private offices to manage and preserve their families’ fortunes.
Their strategy of treating accumulated personal assets like a business lives on in the modern family office, as does the belief that one lifetime must be considered the short-term. Until recently, family offices were available to only the most affluent of investors.
Today, OurFamilyOffice.ai helps investors of any level of wealth gain the benefits of a private family office.
OurFamilyOffice.ai enables you to gain even greater insight by connecting your trusted individual advisors on the secure platform. A shared, real-time view of your family’s changing circumstances empowers them to collaborate and work as a team focused on your family as a whole.
Enhanced by AI
OurFamilyOffice.ai integrates advanced artificial intelligence to make wealth management smarter, faster, and more intuitive. From streamlining workflows to uncovering insights, AI helps elevate how families and their advisors collaborate on a daily basis.
Smarter Document Handling
AI automatically parses and categorizes uploaded financial, legal, and healthcare documents—identifying important terms, extracting key figures, and tagging content for easy retrieval. Whether it’s organizing estate plans, interpreting tax records, or summarizing insurance policies, Strad Pro reduces manual effort and gives you fast access to the most relevant information when you need it most.
Insights That Matter
Beyond organization, the platform uses AI to continuously scan for patterns, anomalies, and emerging trends across your financial landscape. It can detect unusual spending, flag missing documents, and even suggest timely opportunities—like refinancing options, tax strategies, or underutilized accounts—giving families and their advisors a proactive edge in decision-making.
Families are Better Served When
Everyone Works in Concert
Integrating the services and expertise essential to enriching your life and enhancing your family’s overall wealth offers advantages beyond the financial. With OurFamilyOffice.ai, you can coordinate with your existing professional advisors and ensure they share a common vision—one that’s highly attuned to your unique circumstances. It’s rather like having a CFO for your family. An expert to help you realize your immediate goals while, at the same time, looking to the next generation to improve your family’s financial future.
You’ll find you will have far greater control over your assets—and expend far less effort—when everyone involved with your investment, tax, and legal affairs is connected and coordinated. You’ll feel secure knowing that guidance on diverse matters can be provided by a multidisciplinary team when needed. You’ll be free to enjoy your wealth today while OurFamilyOffice.ai is helping you manage its details.
