Private AI for Family Offices
Streamline investment analysis, estate planning research, and multi-generational coordination — with ultra-sensitive family data secured on infrastructure you control.
The Challenge
Family offices manage the most personal category of financial data in existence — multi-generational wealth structures, estate plans, tax strategies, philanthropic portfolios, and deeply private family matters. The potential for AI to accelerate research, analysis, and coordination across these domains is enormous. But the confidentiality requirements are absolute. No family office should be routing client data through consumer AI products with opaque data handling practices.
The Metrovolo Approach
Metrovolo deploys a private AI environment designed for the unique needs of family offices. Your team can accelerate investment research, estate planning analysis, tax strategy review, and multi-entity coordination — all within an infrastructure that treats data privacy as an inviolable requirement.
What Your Team Will Use It For
Summarize Research
Summarize investment research and market analysis across asset classes
Draft Communications
Draft family communications, meeting agendas, and governance documents
Research Tax Strategies
Research tax strategies and estate planning considerations
Analyze Portfolio Performance
Analyze portfolio performance across multiple entities and trusts
Prepare Impact Reports
Prepare philanthropic impact reports and grant documentation
Search Historical Records
Search across historical records for precedent decisions and family governance policies
Compliance
Metrovolo deployments for family offices provide the highest level of data isolation and privacy. All family financial data, estate documentation, and personal information remains encrypted, access-controlled, and fully within your office's private infrastructure.