Single Family Office Advisory

The Architecture of Operational Alpha

We don't manage your money. We build the machine that governs it. Eliminating the $6.6M Complexity Tax for $1B+ family offices — in 90 days.

480 hrs reclaimed / year
60-second consolidated reporting
100% data sovereignty
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The Problem

The $6.6M Complexity Tax

Most $1B+ family offices run on human routers — skilled staff who manually reconcile data, translate between systems, and carry critical knowledge in their heads. This invisible tax compounds every year. It is not a people problem. It is an architecture problem.

$6.6Maverage annual SFO operating costJPMorgan 2026 Family Office Report
75%of SFOs want AI deploymentOnly 5% have adequate governance
T+14average reporting latencyvs. 60-second target post-institutionalisation

The Engagement

Operational Alpha in 90 Days

A prescriptive, fixed-scope sprint. No retainer discovery. No open-ended consulting. A defined machine built in 90 days — then handed to you.

Phase 01

Discovery & Data Foundation

Days 1–30

Forensic audit of all shadow systems, digital leakage, and manual bottlenecks. KaldroaBus (our unified data architecture) deployed.

Complete Digital Silhouette (your complete digital exposure map) + Single Source of Truth architecture
Phase 02

Technical Sovereignty & Dashboard

Days 31–60

Canonical Asset Schema deployed across all custodians. Sovereign SFO Dashboard goes live. Every AI interaction governed by the IPP 5-Gate compliance framework — Verify, Validate, Encrypt, Sovereign, Audit.

60-second consolidated reporting dashboard for the Principal
Phase 03

Governance & Generational Continuity

Days 61–90

Private AI Clean Room launched. G3 Tech Keys handed to Next-Gen. MOAR retainer activates.

Full G3 certification + succession-ready institutional platform

Case Study

Proof, not promise.

European SFO£2.1B AUMThird Generation

“£2.1B European SFO. £7.2M Complexity Tax eliminated. 56× ROI. 6-day payback.”

The Hartmann Family Office had operated for three generations on a patchwork of portals, spreadsheets, and institutional memory held in the heads of two senior staff. A single 90-day sprint restructured the entire operational architecture.

480 hrs

staff hours reclaimed per annum

60 sec

consolidated reporting latency

100%

data sovereignty retained

Confidentiality Standard

Radical Discretion. By Design.

Every Sovereignty Session begins with a mutual NDA — signed before we speak.

We operate under strict confidentiality. We never name clients, reference engagements, or share family data.

Your Digital Silhouette is protected from the first conversation. No data retained beyond the engagement.

Anonymous · 5 Minutes · Instant Results

What is your Complexity Tax?

A 15-question diagnostic across Data, Human Capital, AI Governance, Succession, and Technology. No AUM required. No email required. Instant results with your estimated annual cost.

Anonymous by design. No account. No data retained.