Family Office Suite
Eight productized services for family-office ops modernization — document ingestion, multi-entity consolidation, liquidity forecasting, family reporting. CFO and Controller-facing, not principal-facing.
This suite is positioned for FO ops modernization, not investment intelligence. Family offices typically don't need OP to pick managers or screen funds — that's what their external advisors and CIOs do. What they need is the layer underneath: the document pipeline, the multi-entity consolidation, the reporting that the CFO and controller currently assemble by hand every quarter.
The principal-facing layer is one click up — the Conversational Portfolio Assistant sits on top of the consolidation platform, so a principal asking "what's our current cash position?" gets an answer without anyone running a query. But the buyers are the finance and ops team.
Across the three tiers, the bar is what FO operations always demand — audit trails on every transformation, privacy partitions between family members where the structure requires them, and reporting outputs that pass external auditor review.
Ingestion
The document pipeline. K-1s, statements, capital calls, invoices, legal documents — extracted, classified, validated, and posted to the ledger of record.
- I·01Flagship
K-1 Extraction & Validation Engine
A document-AI pipeline that ingests the K-1 corpus as it arrives, extracts all 200+ fields with confidence scores, maps to the FO's chart of accounts, flags inconsistencies against partnership returns, and posts to AtlasFive (or your fund-accounting system) with audit trail.
8–12 week build · annual tax-season operation - I·02
Statement & Capital-Call Ingestion Engine
A document-AI pipeline that ingests the year-round financial document corpus — statements, capital-call notices, distribution notices, trade confirms — extracts the relevant fields, classifies the transaction, and posts to the ledger of record with confidence-graded review queue.
6–10 week build · year-round operation - I·03
Invoice & Bill-Pay Engine
An AP pipeline that ingests invoices from email and vendor portals, classifies the vendor, predicts the GL code, suggests payment-batch timing, detects duplicates and anomalies, and posts to the ledger of record with audit trail.
6–10 week build · year-round operation - I·04
Legal & Compliance Document Summarizer
An LLM-and-extraction layer over the FO's legal document corpus — summarizes incoming documents, extracts and tracks key clauses, surfaces anomalies against precedent, generates working drafts for routine review.
6–10 week build · ongoing operation
Consolidation
The cross-entity data layer. Trust, partnership, and personal holdings normalized into a single view, queryable in natural language.
- II·01
Multi-Entity Consolidation Platform
A consolidation platform that ETLs from each entity's source-of-record system, normalizes to a unified chart of accounts, handles FX and intercompany eliminations, surfaces per-family-member and per-asset-type views, and enforces privacy partitions where the structure requires them.
12–20 week build · ongoing data ops - II·02
Conversational Portfolio Assistant
An LLM-powered natural-language interface on top of the Multi-Entity Consolidation Platform — accepts questions in plain English, queries the underlying data, returns answers with the supporting numbers and audit links.
4–8 week build · ongoing model maintenance
Forecasting + reporting
The output layer. Liquidity forecasts, cash-flow projections, family reports drafted in the FO's preferred tone.
- III·01
Liquidity & Cash Forecasting Engine
A liquidity forecasting model trained on the family's inflow and outflow patterns plus macro signals (Fed rates, sector benchmarks for investment distributions) — surfaces predicted shortfalls and excesses 60 days ahead with the driving factors documented.
8–12 week build · quarterly model refresh - III·02
Family Report Drafter
An LLM-powered drafting layer that produces quarterly family reports, capital-call notices, tax-footnote narrative, and ad-hoc communications — trained on the FO's historical document structure and preferred tone, with the CFO finalizing.
6–10 week build · ongoing operation
How a family office suite engagement runs.
Each product has its own engagement shape — typical length, what you get, who staffs it. Across the suite, the constants are the same.
- Lead
- Bogdan
- Cadence
- Async-first
- Engagement
- Per product
- Bar
- Production
Principal engineer. Most architecture and most code ships through one keyboard.
Weekly check-ins, written updates between, calls when the decision needs the room.
Shapes listed on each product page — typically multi-week builds with ongoing operation.
Async correctness, capacity under burst, observability at every boundary.
If this fits the operation, the next step is one call.
We'll talk scope and fit. If we're not the right fit, you'll know fast.
Bogdan and team · async-first · OP—2026