AI Agents as a Service for Family Offices
Small team. Large mandate. AI agents that multiply your team’s output without multiplying your team.
Fiducia AI deploys managed teams of AI agents for family offices. Investment due diligence. Portfolio monitoring. Board and governance reporting. Research intelligence. In your own environment.
Built by a finance team that served family offices for twelve years.
Book a ConsultationWhat We Deploy
These are the workflows offices ask for most. They are examples. We build to the way your office already works.
Investment Due Diligence Agent
Extracts, validates, and cross-references the numbers inside investment documents, deal rooms, and fund reports. What took 120 hours now takes 12, and it caught five errors several analysts had missed.
Portfolio Monitoring Agent
One consolidated, fact-checked view across every holding, manager, and account, refreshed on the cadence you set. Each report is checked against source before it reaches your desk, whether the portfolio holds three positions or sixty.
Board and Governance Reporting Agent
Investment-committee packs, board minutes, and family or beneficiary reporting, drafted from your own data and held to your format. The recurring work governance demands, prepared for review instead of built from scratch.
Research and Market Intelligence Agent
Proactive market and opportunity tracking, plus a private knowledge base built from your own documents and past decisions. The context your team needs, surfaced before they go looking for it.
We ran an agent alongside one of our investment reviews. It gave us a complete second pass over every number, which a lean team cannot do by hand, and it surfaced something our manual pass had not. The final judgment stays with the investment team.
Investment lead, Family Office, Zürich
Continuity
Continuity, Not Just Capacity
A family office carries a mandate measured in generations. The team carrying it is a handful of people. The knowledge that runs it often sits with one or two people. When they are away, or when they move on, the office feels it.
Fiducia AI turns the work your team does by hand into agents that hold the process itself, documented, consistent, and always on. The gain is not only hours returned. Your reporting, due diligence, and governance work survive the person, so institutional memory stops walking out the door.
We sell no financial product, take no commission, and hold no stake in your decisions. The agents extend your team’s control. They never compete with it.
Built for Family Offices
In Your Jurisdiction
Agents run inside your own environment, in the region you choose. Your data stays under your jurisdiction.
Private by Design
Every deployment is dedicated to your office. AI agents are never shared between clients. Your data is yours alone.
Alongside Your Team
AI agents work with your people, not instead of them. Your team stays in control. The agents handle the volume.