Solution introduction
Plan, manage, grow and preserve wealth across generations through intergenerational family wealth knowledge & insight
AI-enabled platform for advisors and wealth managers of families across different net worth segments and jurisdictions
Family Legacy Continuity platform
Engage global advisors to securely collaborate around a family’s wealth with AI guiding through intergenerational wealth knowledge and insight.
Family Legacy Continuity (FLC) platform provides AI driven automated and guided processes for advisors assisting families with growing and preserving wealth across generations. The platform’s AI based wealth informational insight supports advisors when planning, managing, investing, and transferring globally dispersed assets between users and across jurisdictional entities.
Asset entitlement transfers, disposition, and distribution of income and sale proceeds are governed and controlled through consent services and tracked in private ledgers, while Assisted Concierge Services capabilities offer jurisdictionally licensed trusted advisors the ability to provide enhanced family office services support.
