Everything a Family Office Does
Strategic life planning, wealth protection, legal affairs, and 24/7 monitoring. All powered by AI. All for £10/month.
Core Features
The intelligence that powers your Life Plan
Voice-First Discovery
Have a natural 15-minute conversation with your AI advisor. No forms, no questionnaires - just talk. We'll learn about your family, your assets, your goals, and your concerns.
Your Life Plan
A beautiful visual timeline of your entire life - past milestones, current situation, and future goals. See where you've been and where you're headed at a glance.
Protection Gap Analysis
We automatically identify what's missing in your protection. No will? No life insurance with dependents? Outdated beneficiaries? We'll flag it and help you fix it.
AI That Knows You
Your AI advisor remembers every conversation, preference, and goal. It learns your situation deeply and provides increasingly personalized guidance over time.
Proactive Alerts
We monitor markets, rates, and opportunities 24/7. Get notified when your fixed rate is ending, when better deals appear, or when action is needed.
Monthly Check-ins
A quick voice call each month to review changes, update your plan, celebrate wins, and keep you on track. It's like having a family office on retainer.
The Foundations
The building blocks that protect your family and grow your wealth. Each module helps you establish and maintain these critical foundations.
Will
Estate Planning
Generate a legally-structured will tailored to your situation. We guide you through executors, guardians, beneficiaries, and specific gifts. Store it securely and keep it updated as your life changes.
- AI-guided will creation
- Executor & guardian selection
- Beneficiary allocation
- Secure document storage
- Automatic update prompts
- Witness guidance
Lasting Power of Attorney
Future Protection
Set up Health & Welfare and Property & Financial LPAs. Choose your attorneys, define your preferences, and we'll guide you through the registration process with the Office of the Public Guardian.
- Both LPA types covered
- Attorney selection help
- Preferences & restrictions
- Registration guidance
- Document generation
- Status tracking
Life Insurance
Family Protection
We analyze your situation and calculate how much cover you actually need. See where gaps exist and understand the types of protection that make sense for your family.
- Coverage gap analysis
- Needs calculation
- Policy type guidance
- Family-focused assessment
- Regular reviews
- Beneficiary optimization
Savings
Financial Security
Build your emergency fund and short-term savings. We help you set targets, track progress, and find the best rates for your cash holdings.
- Emergency fund planning
- Goal-based savings
- Rate monitoring
- ISA optimization
- Progress tracking
- Automation tips
Investments & Pensions
Long-term Wealth
Understand your pension landscape, consolidate where it makes sense, and build long-term wealth through ISAs and investments aligned with your timeline.
- Pension consolidation
- ISA planning
- Risk profiling
- Timeline alignment
- Fee analysis
- Growth projections
Property
Real Estate Strategy
Whether you're saving for your first home or building a property portfolio, we help with purchase planning, mortgage optimization, and portfolio strategy.
- Deposit planning
- Mortgage optimization
- Rate expiry alerts
- Portfolio tracking
- Equity monitoring
- Refinance analysis
And More
Additional features to complete your family office experience
Education Planning
Plan and save for your children's education - from private school to university.
Tax Efficiency
Inheritance tax planning and opportunities to optimize your tax position.
Document Vault
Securely store all your important documents in one place, accessible anytime.
Life Event Response
Got married? Had a baby? We immediately update your plan and flag what needs attention.
Market Scanning
24/7 monitoring for better rates, new products, and opportunities relevant to you.
Professional Referrals
When you need a human expert - solicitor, IFA, accountant - we connect you.
Bank-Grade Security
Your data is encrypted at rest and in transit. We use the same security standards as major financial institutions. Your information is never shared or sold.
- 256-bit AES encryption
- SOC 2 Type II compliant infrastructure
- GDPR compliant data handling
- Regular security audits
Ready to get started?
Start with a 15-minute discovery call. Our AI advisor will learn about you and create your personalized Life Plan.