Approach used
The product has three parts that together cover the full cycle - from first contact to a finished report in the family's hands.
Public Website
The entry point for new clients: methodology overview, thought leadership content, and lead capture. From here, families subscribe via Stripe and get access to the secured platform.
Governance Platform
The family owner manages the process: adds participants, sets deadlines, tracks who has completed their questionnaire, and triggers the AI analysis when everyone is ready. Each family member gets a personal account with secure login, a save-and-resume questionnaire, and completion tracking.
The admin panel lets the client edit questionnaire content and agent prompts without writing code. Governance logic can be improved at any time - no developers required.
AI Engine
The core of the platform - 7 specialised agents. Each receives questionnaire responses, applies its own prompts, and analyses a specific governance dimension. The final agent consolidates everything into a single PDF report.
| The report includes: executive summary, participation analysis, four governance sections, and a concrete list of next steps. |
Approach Used
- 7 specialized AI agents
Each agent owns one governance dimension. The final one consolidates everything and generates the report — no human in the loop.
- Private cloud + local LLM
No external APIs. All data stays within the client's infrastructure — critical for UHNW confidentiality.
- Editable AI logic without code
Admins update agent prompts via backoffice — no developers needed, no downtime.
- Iterative ML fine-tuning
First iteration ships a working engine. Subsequent rounds improve output quality on real data.
