Live in the prototype app
Ted
plans each task, picks the right specialists and combines their drafts.
Coordinator
Live in appMeet the AI team
A coordinated core, specialist groups and independent oversight. Explore the featured roles and complete public roster below.
Coordination · Intelligence · Oversight
SPECIALTY WORKFORCE
Family Office Heirloom Team
28 dedicated family office specialists in 10 departments, working alongside the Core Workforce coordinated by TED.
The prototype includes six named roles. Other named roles describe the complete product vision and carry their own status. No role is presented as unrestricted or independently autonomous.
8 featured roles
Live in the prototype app
plans each task, picks the right specialists and combines their drafts.
Coordinator
Live in appOversight and Intelligence
Designed to support this role: scores agents' work against goals and checklists, outside the work itself.
Independent Performance Evaluator
Built · not yet in appOversight and Intelligence
Designed to support this role: ripple effects, scenarios and the strongest case against a big decision.
Deep-Thinking Advisor
Built · not yet in appOversight and Intelligence
Designed to support this role: identifies the knowledge each agent needs, organizes trusted sources and keeps it current.
Knowledge Curator
Built or designed*Core Team for Clients
Designed to support this role: architecture, security and privacy reviews and technical plans.
Technology & Security
Built or designed*Guardians: 18 Compliance Reviewers
Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.
AI security
Built · not yet in appOversight and Intelligence
Designed to support this role: attacks the system's own weak points so they can be fixed.
Red-Team Tester
Built · not yet in appGuardians
Designed to review drafts in their areas and return Pass, Human Review Required or Block.
132 roles · 6 live in app · 110 built, not yet in app · 16 built or designed*
*Built or designed: some of these roles are built and others are designed. None are in this app yet.
All agents draft and recommend. People make every decision. No agent sends, pays, signs, books or files anything.
132 roles
Coordinator
plans each task, picks the right specialists and combines their drafts.
Research Specialist
sorts facts from claims in the material provided and lists what to verify.
Writer
drafts, summarizes and rewrites messages, notes and documents.
Marketer
drafts posts, web copy and flyers, with no unproven claims.
Operations Helper
turns work into checklists, procedures and recurring-task calendars.
Quality Checker
checks every draft against a yes/no checklist and reports before you see it (never rewrites).
Independent Performance Evaluator
Designed to support this role: scores agents' work against goals and checklists, outside the work itself.
Red-Team Tester
Designed to support this role: attacks the system's own weak points so they can be fixed.
Deep-Thinking Advisor
Designed to support this role: ripple effects, scenarios and the strongest case against a big decision.
Compliance Librarian
Designed to support this role: files, dates and re-checks the verified reference library.
Knowledge Curator
Designed to support this role: identifies the knowledge each agent needs, organizes trusted sources and keeps it current.
Executive Board
Designed to support this role: multi-perspective review of major decisions.
Command Center Concierge
Designed to support this role: tells you who does what and what is waiting on you.
Relationships & Outreach
Designed to support this role: one-to-one relationship history, timing and follow-up drafts.
Donors & Philanthropy
Designed to support this role: donor, sponsor and foundation research and cultivation plans.
Grants & Foundation Funding
Designed to support this role: grant searches, eligibility checks and application drafts.
Events & Partnerships
Designed to support this role: event planning, venues, vendors and partnership coordination.
Branding & Design
Designed to support this role: brand identity, visual direction and design consistency.
Competitive Intelligence
Designed to support this role: competitors, market trends and emerging opportunities.
Technology & Security
Designed to support this role: architecture, security and privacy reviews and technical plans.
Payments & Accounts
Designed to support this role: invoices, payables and payment requests prepared for approval.
Human Resources Support
Designed to support this role: HR checklists, onboarding and compliance deadlines.
Institutional Memory
Designed to support this role: a sourced history of decisions, milestones and lessons learned.
Contact Database Keeper
Designed to support this role: keeps the contact database clean, current and duplicate-free.
Employee Assistant
Designed to support this role: helps each employee with drafting, summaries and their own tasks.
Analytics
Designed to support this role: KPIs, data quality checks and plain-language insight reports.
Records Management
Designed to support this role: records inventory, retention schedule drafts and filing standards.
Internal Audit
Designed to support this role: samples records to test that controls are followed.
Customer Care
Designed to support this role: logs requests and drafts replies for a service person to send.
Tech Partner Referrals
Designed to support this role: suggests vetted outside technology partners.
Delivery & Service Operations
Designed to support this role: delivery plans, milestones and onboarding plans.
Benefits & ERISA
Designed to support this role: explains the company's benefit plans from its plan documents.
Finance
Designed to support this role: budgets, forecasts and monthly financial report packs.
International Specialist
Designed to support this role: "know before you go" destination and etiquette briefs.
Legal Support
Designed to support this role: contract intake, clause summaries and deadline tracking for counsel.
Translation
Designed to support this role: draft translations, with sensitive ones marked for human review.
Corporate Travel
Designed to support this role: trip plans and itineraries within travel policy, approved before booking.
Operations
Designed to support this role: procedures, operating calendars and cross-department workflows.
Employee Discounts & Perks
Designed to support this role: a directory of public discounts and perks with sources.
Purchasing
Designed to support this role: purchase requests, quote comparisons and purchase order drafts.
Quality Assurance
Designed to support this role: checks work against standards before release.
Regulatory Compliance
Designed to support this role: register of licenses, permits and filing deadlines.
Revenue Operations
Designed to support this role: price list, renewals and win-back plans.
Sales
Designed to support this role: pipeline, meeting prep and proposal drafts.
Expense Reports
Designed to support this role: turns receipts into policy-checked expense report drafts.
IT Help Desk
Designed to support this role: step-by-step troubleshooting and help-desk ticket drafts.
RFP Manager
Designed to support this role: RFP and bid response planning and drafts.
Wellness Coach
Designed to support this role: voluntary, private everyday wellness tips.
maritime
Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.
aviation
Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.
consumer protection and fair pricing
Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.
trade and customs
Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.
insurance
Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.
education records
Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.
housing
Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.
children's and member privacy
Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.
legal practice
Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.
AI security
Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.
trucking
Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.
public records and open meetings
Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.
employment
Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.
health privacy
Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.
consumer privacy
Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.
financial
Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.
generational trusts
Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.
safety and environment
Designed to support this role: Each reviews drafts in its area and returns Pass, Human Review Required or Block.
Family Office Executive
Designed to support this role: leads the team and assembles the monthly family office report.
Investment Office Lead
Designed to support this role: research summaries, manager monitoring and committee packs.
Alternative Investments
Designed to support this role: commitments, capital calls and K-1 tracking.
Reporting
Designed to support this role: consolidated net worth and performance reports with sources.
Real Estate Investment Modeling
Designed to support this role: shows the math on proposed real estate deals.
Controller
Designed to support this role: close checklists, reconciliations and entity books.
Treasury
Designed to support this role: cash position, forecasts and payment approval requests.
Tax Coordinator
Designed to support this role: tax calendars and document tracking for the family's CPA.
Entity & Document Manager
Designed to support this role: entity register and document vault index.
Legal & Compliance Coordinator
Designed to support this role: matter log and compliance calendar for counsel.
Trust & Estate
Designed to support this role: trust inventory and plain summaries for the estate attorney.
Governance & Family Liaison
Designed to support this role: family council agendas and governance calendar.
Foundation
Designed to support this role: grant log, payout calendar and board materials.
Next-Gen Education
Designed to support this role: age-appropriate financial education materials.
Heritage Keeper
Designed to support this role: family tree, records research guidance and heritage stories.
Historian
Designed to support this role: world history, destination history and etiquette.
Lifestyle Concierge
Designed to support this role: renewals, gift and event calendars and vendor coordination.
Household Manager
Designed to support this role: staff schedules, household calendar and inventory.
Health Concierge
Designed to support this role: appointment scheduling and logistics only.
Security & Privacy Coordinator
Designed to support this role: cyber hygiene, privacy and travel security checklists.
Insurance & Risk
Designed to support this role: coverage inventory, renewals and questions for the broker.
Real Estate
Designed to support this role: property register, leases and tax calendars.
Marine
Designed to support this role: vessel register, renewals and maintenance calendars.
Aviation
Designed to support this role: aircraft register, inspections and charter vetting checklists.
Art & Collections
Designed to support this role: collection inventory, appraisals and loans tracking.
Personal Style Advisor
Designed to support this role: outfit and dress-code suggestions.
Wardrobe Keeper
Designed to support this role: event wardrobe log so nothing repeats before the same guests.
Pet & Equestrian Specialist
Designed for Pet & Equestrian Specialist.
wealth advisor practices
Designed for wealth advisor practices.
private equity
Designed for private equity.
pension real estate modeling
Designed for pension real estate modeling.
real estate brokerages
Designed for real estate brokerages.
law practices
Designed for law practices.
pension funds and RFPs
Designed for pension funds and RFPs.
litigation document review
Designed for litigation document review.
accounting firms
Designed for accounting firms.
insurance agencies
Designed for insurance agencies.
banks and credit unions
Designed for banks and credit unions.
architecture and zoning
Designed for architecture and zoning.
churches
Designed for churches.
HOA boards
Designed for HOA boards.
property management
Designed for property management.
55+ communities
Designed for 55+ communities.
community management companies
Designed for community management companies.
church management companies
Designed for church management companies.
assisted living
Designed for assisted living.
physical therapy
Designed for physical therapy.
dental
Designed for dental.
family medicine
Designed for family medicine.
veterinary
Designed for veterinary.
chiropractic
Designed for chiropractic.
home service trades
Designed for home service trades.
restaurants
Designed for restaurants.
salons and spas
Designed for salons and spas.
funeral homes
Designed for funeral homes.
hotels
Designed for hotels.
gyms and clubs
Designed for gyms and clubs.
retail and e-commerce
Designed for retail and e-commerce.
travel agencies
Designed for travel agencies.
auto dealers
Designed for auto dealers.
construction
Designed for construction.
solar and energy
Designed for solar and energy.
trucking
Designed for trucking.
manufacturing
Designed for manufacturing.
logistics
Designed for logistics.
Financial Literacy Educator
Designed for Financial Literacy Educator.
The complete vision
plans each task, picks the right specialists and combines their drafts.
Reasoning and knowledge curation are designed to inform role-specific specialist work.
Evaluation, security review and red-team testing have distinct responsibilities. MARSHALL is one of the 18 Guardians.
The 27 testing roles are designed to support family office workflows. BEAU is a Planned addition.
Designed for pension funds and RFPs, and pension real estate modeling.
Designed to support research & Analysis, operations, administration, communications drafting and other business responsibilities.
Now in prototype · Pre-launch