See the complete family ecosystem
Connect estate, tax, and insurance strategies
Better data,
better decisions
Transform multi-generational wealth complexity into clear, actionable insights. Purpose-built for UHNW families and the professionals who serve them.
One platform for complete visibility
See the entire family financial ecosystem in one integrated view. Connect estate, tax, and insurance strategies across generations.
Knowledge Mapping
Visualize complex family structures and entity relationships with dynamic, interactive maps.
AI-Powered Analysis
Surface patterns, risks, and opportunities across the entire wealth ecosystem automatically.
Team Collaboration
Unite estate attorneys, tax specialists, and advisors with shared visibility and insights.
Where every connection tells a story
Multi-generational structures. Entities with varying ownership. Customized strategies across estate, tax, insurance, and net worth. Our platform connects it all.
- Multi-generational family structures
- Entity relationships & ownership
- Cross-strategy integration
Intelligence that works for you
Our AI doesn't just collect data—it understands context, identifies patterns, and surfaces the insights that matter most.
- Context-aware analysis
- Pattern detection & risk identification
- Proactive opportunity surfacing
Results that matter
Transform from data gatherers to strategic architects
Prep time reduction
Through integrated intelligence, not shortcuts
Family engagement
Clarity builds confidence and understanding
Integrated visibility
Across the entire wealth ecosystem
Built for UHNW complexity
We exclusively focus on ultra-high-net-worth multi-generational families and the professionals who serve them.
Family Offices
Managing multi-generational wealth requires integrated visibility and analytical power.
- • Clarity across generations
- • Advisor coordination
- • Strategy integration
UHNW Teams
Specialization and sophistication that matches client complexity.
- • Built for complexity
- • Cross-domain integration
- • Professional-grade tools
Advisory Teams
Estate attorneys, insurance advisors, and tax specialists working together.
- • Shared visibility
- • Cross-discipline collaboration
- • Integrated strategies
Ready to transform your practice?
See how advice.ai can bring integrated clarity to your multi-generational wealth management.