The institutional knowledge has always lived in someone's head. The architecture question is whether it stays there — or whether it becomes something the next person inherits.
A framework for fiduciary professionals evaluating their tech stack
"No AI vendor in the family office market is promising to get the institutional knowledge out of senior professionals' heads and into a governed system. That knowledge is what fiduciary work requires."
Read the articleFor evaluating any system in the family office technology stack.
"In a layered stack, governance could sit above accounting and reporting. In a graph stack, governance can only do its job if it is the protocol every cross-tool call runs through."
Read the article"Every AI vendor sounds similar on the surface. These questions are designed to find out what is underneath. They demand evidence, not explanations. Ask them in the room."
Read the articleThirty minutes. No pitch. You'll see your own operations reflected in a system built to run them.