ASSESS
AI opportunity review
A focused review of your workflows, tools and priorities. Leave with a shortlist of worthwhile projects and a clear scope for your first pilot.
Discuss an opportunity review ↗INDEPENDENT ADVICE & IMPLEMENTATION
AI implementation
for family offices.
From identifying the right opportunities to workshops, implementation and ongoing support. Practical AI for your family and the people running your office.
Discuss your first project ↗Model agnostic Security first
BUILT FROM EXPERIENCE
Founded by a next-generation member of a large family office and founder of Trusted Family.
Meet the founder ↓WHAT WE DO
From a first idea to everyday use.
LEARN
Family hackathons & team workshops
Explore AI across generations or help your staff put it to work. Private, hands-on sessions built around real family-office tasks.
Plan a session ↗IMPLEMENT
Private AI setup & custom agents
Choose and configure existing tools, or build an agent around your systems. With agreed access permissions, testing and a documented handover.
Discuss an implementation ↗SUPPORT
Your ongoing AI partner
Regular advice, staff office hours and adoption reviews to help your office keep improving. Agent maintenance can be scoped separately.
Explore ongoing support ↗FAMILY-OFFICE WORKFLOWS
Support for every role.
CEOs · COOs · CHIEFS OF STAFF · EXECUTIVE ASSISTANTS
Operations & coordination
Connect information, decisions and follow-ups in one workflow.
Meeting briefs & draft minutesAction tracking & coordinationPrivate knowledge search
Example use cases, tailored to your office.
OUR APPROACH
Security and oversight.
Independent of any one model.
The right tools for your needs, systems and budget.
Security starts before the build.
Data boundaries and access permissions agreed before we build.
Your people stay in charge.
Human review and clear approvals keep your team in control.
OUR FOUNDER
Experience inside
the family-office world.
Our founder is a next-generation member of a large family office and founder of Trusted Family, bringing two decades of experience helping families work together—now applied to practical AI implementation.
20+Years in the family-office ecosystem
500+Family offices served via Trusted Family
40+Countries reached via Trusted Family
LET’S TALK
Discuss your first project.
Tell us about your team and a workflow you’d like to improve. We’ll discuss where AI could help and what a first project could involve.
Get in touch ↗contact@foagents.ai