One coordinated system for your entities, advisors, succession, and legacy — built to be resilient across generations.
As wealth compounds, complexity follows. Most clients arrive managing a fragmented landscape of advisors, entities, accounts, and structures — each operating independently, none fully aligned. PointOne acts as architect and general contractor: we scope the work, source and vet every specialist, chair every coordination meeting, and track every deliverable.
We do not replace your lawyers, accountants, or tax advisors. We ensure they operate within a single aligned system.
For clients whose financial infrastructure is already in place — but whose systems, workflows, and advisor coordination have not yet been optimised for the AI era.
Phase 0 maps your existing architecture and identifies where intelligent automation can reduce friction, accelerate decisions, and eliminate manual overhead.
This is not a technology project. It is a precision upgrade to a system that already works — designed to make it work harder.
Identify every manual touchpoint across your financial operations
Deploy purpose-built agents for monitoring, reporting, and compliance tasks
Streamline communication and documentation across your specialist network
Real-time pattern recognition and anomaly detection across your full investment picture
Automated consolidation of positions, performance, and structural updates across all custodians
Phase 0 can be engaged as a standalone service or as a precursor to Phase A. It is led by PointOne's AI integration practice and delivered in close coordination with your existing advisors.
One-time project fee. Milestone-based. Approximately 10 months.
Specialist costs — legal, tax, trust formation, insurance premiums — are separate and paid directly by you. No referral fees. Ever.
Annual retainer. Begins upon Phase A completion.
Infrastructure decays. Laws change. Policies lapse. Phase B keeps everything current, compliant, and ready — especially for the liquidity event.
Standalone or precursor to Phase A. Fixed scope, defined deliverables.
Milestone-based. Four equal payments across the build.
Billed monthly. Begins upon Phase A completion.
Benchmarked against Big-4 partner-led coordination and boutique family office consultants — at a meaningfully lower cost.
Fragmentation is
the enemy of legacy.
We eliminate it.