For single and multi-family offices that handle highly sensitive data and must answer to a small but demanding circle of principals. We focus on AI that runs inside your own perimeter — for due diligence, document review, multi-jurisdictional reporting and family communication.
These are the day-to-day bottlenecks we have seen across firms in your industry — the workshop is built around solving them.
Each new fund, direct deal or service provider needs careful research across many sources.
Subscription docs, LPA agreements and trust deeds pile up across jurisdictions and currencies.
Bringing custodians, real estate, private equity and operating companies into one principal view.
Preparing council meetings, succession briefings and next-gen education materials.
Five focused modules over four hours, on-site at your office. Every module includes a working example built on your real workflows and data.
Architecture options that keep family data on your own servers or a Swiss-hosted private cloud.
Build an agent that ingests pitch decks, registers and news, and produces a structured DD report.
AI workflows for clause comparison, side-letter tracking and trust-document summarisation.
Patterns to consolidate reports across CHF/EUR/USD and across legal structures into one narrative.
AI-assisted preparation of board packs, briefings and educational material for the next generation.
You leave the workshop with assets your team can use the very next day — not just slides.
A documented, vendor-neutral architecture you can hand to your IT or external advisor.
A structured template + agent prompts to produce consistent DD reports across deal types.
Prompts and a review checklist for sub docs, LPAs and trust documents.
Templates for principal updates, council briefs and next-gen learning material.
On-site in Switzerland. Travel within Switzerland is included. Custom multi-day formats available on request.
Most clients book at least one follow-up service after the workshop. We package and price these transparently.
CHF 280/hour or CHF 1,800 for an 8-hour pack — remote 1:1 sessions to refine prompts and review your outputs.
From CHF 6,500 — one-week sprint to connect your documents, knowledge base or CRM to a private AI assistant.
From CHF 9,800 — a fully custom AI agent for one of your core workflows, deployed locally or in your private cloud.
Tell us a bit about your team and we will send a tailored half-day agenda within 48 hours.