Your family,
protected.
LifeOS is an AI-powered family office that helps you create a will, set up Lasting Powers of Attorney, review your life insurance, and build a complete financial protection plan for your family. From £100/month.
What a Family Office Does
Ultra-wealthy families have teams managing every aspect of their financial lives. LifeOS brings that same level of care to you.
Voice-First Discovery
A natural conversation with Sage. In 15 minutes, we understand your situation, goals, and concerns.
Your Life Plan
A visual timeline of your past, present, and future. Every milestone, goal, and the foundations protecting your family.
Protection Analysis
Instantly identify gaps in your coverage. No will? Inadequate insurance? We flag it and guide you to resolution.
AI That Knows You
Sage remembers every conversation, cross-references official GOV.UK guidance, and grows more valuable over time.
Proactive Alerts
Notified when rates change, policies expire, or opportunities arise. Always watching on your behalf.
Monthly Check-ins
A voice call each month to review progress, update your plan, and ensure nothing falls through the cracks.
The Foundations
The building blocks that protect your family and grow your wealth. We help you establish and maintain each one.
Will
Generated, stored, kept current
LPA
Health & Welfare + Property & Financial
Life Insurance
Gap analysis & guidance
Savings
Emergency fund & goals
Investments
Long-term wealth building
Property
Purchase planning & strategy
How It Works
From first conversation to 24/7 protection in four steps.
Discovery Call
A 15-minute conversation with your AI advisor. Voice or text. We learn about you, your family, your goals, and your concerns.
Your Life Plan
Your personalised Life Plan: a timeline of every milestone, goal, and the foundations protecting everything you've built.
Fill the Gaps
We identify what's missing: no will, inadequate insurance, unoptimised pensions. Then help you address each one.
24/7 Protection
Your AI advisor works around the clock. Scanning, finding opportunities, alerting you when action is needed.
Simple, Transparent Pricing
Everything you need. One price. No surprises.
Cancel anytime. 14-day free trial included.
- Unlimited AI conversations
- Complete Life Plan
- Will generation and storage
- LPA guidance and tracking
- Protection gap analysis
- Monthly check-in calls
- 24/7 market scanning
- Proactive alerts and reminders
No credit card required
Ready to protect what matters?
Begin your discovery call. Your AI advisor will learn about your situation and create your personalised Life Plan.
Begin Your Discovery