The Architecture Trilogy

AI made the cost of fragmentation
impossible to ignore.

The family office has always had a record. The problem is, it lives in someone's head. Richard Reese, former CEO and Chairman of Iron Mountain, learned this the hard way — at scale, at cost, over years — before he made the call for his own office. Watch what consultants get wrong and what he chose instead.

170+Family Offices
$80B+Assets Governed
150+Service Templates
3U.S. Patents
1 Part One
A Working Analysis

What Every Family Office AI Vendor Is Leaving Out

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 article
2 Part Two
A Foundational Framework

First Principles of Governance

For 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
3 Part Three
A Working Document for the Fiduciary Professional

Eleven Questions for Every Family Office AI Vendor

"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 article

Now see how a governed system actually runs.

Thirty minutes. No pitch. You'll see your own operations reflected in a system built to run them.

Schedule a Conversation