Quarterly wealth review with the principal.
BEFORE
Two associates, three days, four spreadsheets, one nervous senior.
WITH LEOPOLDO
Pack assembled overnight. Variance flagged. Senior reviews, principal sees the work that matters.
FOR FAMILY OFFICES
Wealth office, in one system.
Lean teams, senior workload. AI takes the routine off your desk so principals see the work that matters.
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
Wealth structuring
Wealth structuring
Senior partner rewrites memos at 10 PM.
Memo drafted from family brief. Partner edits, not writes.
Succession planning
Succession planning
Family questions repeated across meetings.
Stable record across calls. Decisions tracked. No re-litigation.
Philanthropy
Philanthropy
Grant tracking in spreadsheets that nobody owns.
Active log. Grant lifecycle. Impact reporting in the same place.
Cash flow reporting
Cash flow reporting
Quarterly. Inconsistent. Late.
Monthly. Same voice. On time.
Family communications
Family communications
Drafted by junior, edited by senior, sent by either.
Tone learned from history. First draft fits the family voice.
Built for a single-family office.
Four domains for the wealth office. Two left out of scope.
COMPOSEDWealth Structuring
COMPOSEDSuccession Planning
COMPOSEDPhilanthropy
COMPOSEDFamily Reporting
OUT OF SCOPEDeal Execution
OUT OF SCOPEETF Operations
Three moments. Same week.
Wealth review, philanthropy meeting, principal communication.
Philanthropy meeting with the next generation.
BEFORE
Grant log half-current. Impact stories told from memory.
WITH LEOPOLDO
Active log. Grants by sector. Stories with figures. Decisions captured into the record.
Senior partner needs a brief for the principal.
BEFORE
Drafted at 9 PM. Sent at 11.30. Edited by SMS in the morning.
WITH LEOPOLDO
Drafted in family voice from the record. Senior edits in 20 minutes. Sent before 6 PM.
Eighteen months of proprietary IP.
Codified expertise, orchestrated agents, quality gates by design. Purpose-built for Cowork in regulated finance.
Agents that compose, not chat.
Specialised agents trigger each other across the workflow on a shared record.
Codified, not improvised.
Eighteen months of proprietary methodology for regulated finance.
Audit-ready by default.
Three quality gates run on every output before it reaches a human reviewer.
Privacy is not a feature. It is the design.
Servers and backups in Frankfurt. Family data never leaves your tenant. Audit trail on every output. Human-in-the-loop on principal communications.
Data sovereignty
Inside your Cowork workspace. Your data stays your data.
Audit trail
Every output traceable. Sources, agents, gates passed.
Quality gates
Risky outputs blocked before they reach humans.
EU residency
Servers and backups in Frankfurt. Human-in-the-loop on sensitive work.
TALK TO US
See it composed for your office.
30-minute discovery call. Pricing and scope discussed there.