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.
The Problem
The $6.6M Complexity Tax
Most $1B+ family offices run 6+ disconnected platforms — portfolio monitoring, custodian connectivity, alternatives, real estate, accounting, document management — with no Single Source of Truth. Skilled staff bridge the gaps manually, carrying critical institutional knowledge in their heads. This invisible tax compounds every year. It is not a people problem. It is an architecture problem.
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.
Discovery & Data Foundation
Data architecture before everything else. Forensic audit of all shadow systems, disconnected platforms, and manual bottlenecks. KaldroaBus — our unified data layer — deployed as the Single Source of Truth.
Technical Sovereignty & Dashboard
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.
Governance & Generational Continuity
Private AI Clean Room launched. G3 Tech Keys handed to Next-Gen. MOAR retainer activates.
Same framework. Completely different machine. Your Digital Silhouette maps your specific custodians and shadow systems. Your KaldroaBus is built to your asset mix. Your G3 Tech Keys reflect your family structure and succession requirements — not a template.
Case Study
Proof, not promise.
Illustrative case study · Hypothetical engagement
“£1.847B 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
FAQ
Common questions.
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.