Five guides, written for principals and the people who advise them, on the questions worth settling before any AI touches the family’s documents: where the model runs, who can reach the data, and when the convenience of someone else’s data centre stops being worth it. Read them in any order.
The four tiers of AI privacy, the honest trade-offs of each, and the only one where nothing leaves the room.
Seven platforms scored on the axis every vendor listicle omits, where the model runs, including when a cloud platform is the better fit.
When cloud AI is enough, and the 2026 SEC, Reg S-P and SFC developments that move it in-house.
Capital calls, LP reporting commitments, side-letter terms and co-investment conditions: the other side of covenant monitoring.
The tools a broker can buy, sorted by whose data each one touches, and case-file intelligence that stays in the building.
A first conversation, in person where we can. We listen to how the house works before we ever speak about the platform.