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Multi-family offices
Run every client family's investments, reporting, and service on one platform, with each family kept separate.
By appointment
What you run on it
Elevation AI is the agentic OS for multi-family offices. It lets one team serve many client families, with each family's data, reporting, and access kept separate.
Replace legacy tools with apps built for your operations, or keep the tools you like and connect them.
The challenge
Every family brings its own entities, reporting, and expectations, and the same work is repeated for each of them across systems that don't connect. Elevation AI gives every family its own space on one platform, so your team can serve more families without losing the personal touch.
One at a timeAll at once
Every family's report drafted in its own format from one request.
Hours per familyMinutes
Briefs for every client meeting, prepared from the family's own records.
Mixed across systemsKept separate
Each family has its own space, with access limited to the advisers who serve it.
Stacked subscriptionsOne platform
Replace legacy tools or connect them, and stop paying for overlap.
Concierge
Every Elevation AI client works with specialists who know private markets. They set the platform up around your firm, train the people who use it, and stay with you long after launch.
Led by industry veterans from
Who it's built for
FAQ
Each family has its own workspace, and access is limited to the advisers who serve it.
Yes. One request drafts every family's report in its own format, with every figure linked to its source.
Yes. Advisers work from one view across their families, and the gathering and drafting that usually grows with headcount is done for them.
It stays with the firm. Every meeting, decision, and conversation is saved to the family's record.
Private walkthroughs for multi-family offices, arranged around your schedule.