The multi-family office for the AI era.
Kaoly consolidates banks, insurers and private equity.
Sources (banks, insurers, PE)
Deliverables prepared for review
The bottleneck is reporting, and data that never lines up.
Every bank computes performance its own way, statements arrive in different formats, and life-insurance pockets, current accounts and private equity are barely accessible. Meanwhile teams already use AI, often with client names still in the prompt.
They opened their doors to us. Here is what they took away.
“They came in and understood within days exactly what was blocking us on AI. They put a filter that anonymizes everything before it is sent. Today the whole team uses AI without a single client name leaving.”
From scattered data. To a reliable, sovereign family office.
One reference instead of scattered data.
WhatsApp, email, Drive, statements and meeting transcripts flow into a single reference, the company brain. A note-taker joins your meetings, writes the memo and feeds it back automatically.
- Meeting bot → structured memo → your reference base
- Family, holdings, entities and advisors mapped together
- Documents and history stop living in ten different places
The bottleneck, handled properly.
Kaoly consolidates heterogeneous sources (banks, insurers, private equity), homogenizes performance methods and uses OCR on statements, so the manual rework and the gaps between sources shrink.
- Bank / insurer / PE sources reconciled into one format
- Performance methods made consistent across sources
- OCR on statements, gaps flagged instead of silently wrong
No nominative data in a US cloud.
Names, addresses and account details are replaced by tags locally before anything reaches an LLM. Processing runs on EU-hosted models. Your team can finally use AI without the Cloud Act problem.
- Local anonymization before any API call
- EU hosting, row-level isolation per client
- A pre-filter you can put in front of Claude
Built around your stack, not a rigid SaaS.
We come to you, audit how you actually work, and build on your own environment: Microsoft / SharePoint / Power Apps or Salesforce, Drive, Excel. No twisting a generic CRM where 60% of it just gets in the way.
- Forward-deployed: on-site audit first, then build
- Fits your Microsoft or Salesforce environment
- New joiners ramp faster, fewer manual errors
Your stack stays. Nothing nominative leaves it.
On-site audit
We come to you and see how you actually work before proposing anything: reporting, data, recurring reviews.
Connect your sources
Banks, insurers, Drive, email, transcripts, mapped into your Microsoft or Salesforce environment.
Anonymize + host in Europe
Nominative data is tagged locally and never leaves in the clear; processing stays on EU-hosted models.
You review, then we extend
Reporting, recurring reviews, personalized notes, repeatable across clients and team members.
The questions family offices ask us.
Do you send our data to Claude or a US cloud?
Do we need to change our CRM or tools?
Where should we start?
Who keeps control of quality?
AI in your family office, without giving up the data.
Start with one client, one workflow, one measurable quality gain. On your stack, with anonymization before any LLM and EU hosting.