AI driven private wealth preservation management B2B platform with intergenerational family wealth knowledge, and AI agents, for advisors to optimally plan, manage, grow, and transfe a family's globally distributed assets and investments. 

Advisors can collaborate with AI for multiple document insight, asset transfer risk assessment, recommended generated tasks and advisor roles, to optimally manage risks, tax strategies, fund allocation towards commitments, & asset class investment distributions.

+  The platform provides family advisors the ability to plan, manage, & track asset ownership transfer status across multi-jurisdictionally structured entities such as Holding Co., Operating Co., Trust, Foundation, Charitable Organizations, and Estate distributions to beneficiaries.  

+  By consolidating a client's, asset, trust, and estate documents and data, the platform provides insight for managers to effectively onboard clients and to proactively engage and collaborate with internal and external advisors.
 
+  Through AI, the platform augments client advisory capacity by verifying asset transfer risks to jurisdictional entities, tasks to mitigate these risks, and recommends engaging expert advisors to manage these asset transfer risks. 

+  Supported by EI Fiduciary Service Agents, the platform automates and guides asset management, trust and charitable contributions and distributions, and estate settlement related fiduciary services.
 
+  The EI Fiduciary Service Agents also provide governance, controls, consent audit around various processes with the ability to trace asset beneficial ownership across entities.

+  The platforms offers internal and external jurisdictionally licensed advisors a venue to collaborate during the asset transfer process, while automating specific tasks.
  
+  Provides secure collaboration between trusted and licensed advisory experts and custodian institutions while communicating with owners, beneficiaries, and fiduciary stakeholders.

Evolving Intelligence Inc

Org chart

Teams

Offices

Evolving Intelligence Inc

Org chart

Teams

Offices

Related companies