Family office technology consulting
Deep family office expertise. Independent judgment. The capability to build what comes next.
We help family offices decide what to buy, improve, connect, or build, and then we build it: unified data, reliable reporting, and private, governed intelligence.
Privacy and continuity
Your information stays private, and the office keeps working when people or vendors change.
Clear decisions, then delivery
Independent advice, carried through to delivery.
Numbers you can trust
Reconciled data and a clear trail from source to report.
Less re-keying
Systems that share data, and processes that are written down.
How we work
An office-controlled environment, designed around the systems you already trust.
01Understand
How the office actually runs.
02Decide
Buy, improve, connect, or build.
03Build
Validated against numbers you trust.
04Sustain
Documented, handed over, supported.
Office-controlled data warehouse
One governed record of entities, holdings, transactions, and commitments.
Reconciliation engine
Numbers that tie across custodians, the general ledger, and reporting, with a clear trail.
Integrations
No more re-keying between accounting, investment reporting, and spreadsheets.
Reporting and internal tools
Reports and interfaces principals and staff actually use.
Document pipelines
Capital calls, K-1s, and side letters become structured, reviewed records.
Agent harness
Assistants and agents that answer from approved sources and show their work.
Privacy and intelligence
Privacy is a reason family offices exist. Intelligence shouldn't erode it.
Families go to great lengths to keep their affairs private: entity structures that keep ownership out of public view, confidential deal terms, tax and estate plans, family governance, health matters, travel and security arrangements. Sending that information to model services the office doesn't control quietly undoes that work. Frontier models are excellent rented intelligence; your most sensitive information belongs on intelligence you control.
Sensitive stays in-house. Everything else can use the best models available, under rules you set.
Who you work with
Greg Silverman
Founder and Principal Consultant
More than 20 years in family office technology and operations. Independent, and a hands-on engineer who builds what he recommends.
Tell us what the office needs next.
You will speak directly with Greg, and leave with a clear view of your options.