Investment Management
Position tracking, investment policy compliance, exposure analysis.
FOR FAMILY OFFICES
Wealth office, in one system.
AI implementation for family offices. Wealth structuring, succession, reporting. Discrete by design. Audit-ready by default.
30-minute discovery call. No demo, no pitch deck.
Lean teams. Senior workload.
Wealth structuring, succession, philanthropy, reporting. They use AI to draft messages. We use AI to take everything else off their plate.
The work
Without Leopoldo
With Leopoldo
Investment policies
Investment policies
Investment policies drift between annual reviews
Always current, audit-trailed, version-controlled
Succession planning
Succession planning
Succession plans live in lawyer drafts only
Living documents, continuously updated
Philanthropy
Philanthropy
Philanthropy strategy in scattered PDFs
Captured in workflow, fully traceable
Family reporting
Family reporting
Family reports vary by quarter and author
Branded, consistent, on the family voice
External advisors
External advisors
External advisor output stays in their silo
Their output feeds your workflow
What we compose for a typical family office.
A core set covers the office end to end. More is added if you are regulated or run philanthropic programmes, decided in the design phase.
Core composition
Portfolio Monitoring
KPI tracking, performance attribution, liquidity oversight.
Investor Reporting
Family reports, beneficiary statements, branded by office voice.
Document Generation
IPS, succession docs, philanthropy strategy. Templated, audit-trailed.
Knowledge Base
Lessons learned, decisions, family events. Codified for next generation.
Added when the work calls for it
Compliance & AML
KYC, sanctions screening, MiFID II. For regulated offices only.
Reporting & Templates
Branded reports for family, advisors, board. Multi-format export.
Composition is decided in the design phase, not in the sales call. Custom work is quoted once we know what it is.
How a typical week looks.
Three concrete moments. The same week, the same team, before and after Leopoldo.
Family principal review prep
BEFORE
Friday: scramble through 3 systems for current positions. Sunday: PDF assembled by hand. Monday morning: review starts late, gaps obvious.
WITH LEOPOLDO
Positions current, branded report generated automatically. Family voice consistent. Review starts on time, gaps documented in the system.
Annual succession update
BEFORE
Once-a-year crisis. Lawyer drafts months old. Family events not reflected. Gaps surface during the meeting, not before.
WITH LEOPOLDO
Continuously updated as family events happen. Always current. Lawyer drafts feed the workflow, not the other way around.
Philanthropy fund tracking
BEFORE
Excel mess. Disbursements tracked manually. Impact reports written from memory. Board questions answered with maybes.
WITH LEOPOLDO
Disbursements logged in workflow. Impact reports generated from data. Board questions answered with current numbers, every time.
POWERED BY
The Leopoldo framework.
What we have already built for this work, set up around the way your firm runs.
Read about the frameworkBuilt for how family offices actually work.
Data sovereignty
Deploys inside your Cowork workspace. Your data never leaves your control.
Audit trail
Every output carries a complete decision trail. Every reasoning step is traceable.
Quality checks
Every number comes with its source. Regulated work carries the disclaimers it needs.
EU data residency
Servers and backups in Frankfurt. No data leaves the EU. By design.
TALK TO US
Talk to us about your office.
30-minute discovery call. No demo, no pitch deck. A conversation about your office: what runs smoothly, what eats your principal’s time.