AI Team One

AI TEAM ONE · SPECIALTY WORKFORCE

FAMILY OFFICE HEIRLOOM TEAM

Your Dedicated Family Office AI Workforce

A dedicated specialty workforce for the investments, finances, trusts, properties, households and heritage of a family. Designed for family offices and their principals, it prepares drafts and materials for review by the family and its trusted advisors.

AI Team One Core Workforce

Shared across every AI Team One workspace and coordinated by TED: planning, research, quality review and Guardian oversight.

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Family Office Heirloom Team

Family office specialists who complement the Core Workforce. They do not replace it; TED coordinates both teams together.

28 specialists · 10 departments · 27 in testing (sample data only) · 1 planned

01

Leadership & Reporting

Executive direction and the monthly family office report

1
  • LEGACYIn testing (sample data only)

    Family Office Executive

    Leads the team and assembles the monthly family office report.

02

Investments

Research, monitoring and modeling

4
  • ASHERIn testing (sample data only)

    Investment Office Lead

    Research summaries, manager monitoring and committee packs.

  • ALTAIn testing (sample data only)

    Alternative Investments

    Commitments, capital calls and K-1 tracking.

  • PORTIAIn testing (sample data only)

    Reporting

    Consolidated net worth and performance reports with sources.

  • COMPTONIn testing (sample data only)

    Real Estate Investment Modeling

    Shows the math on proposed real estate deals.

03

Finance & Treasury

Books, cash and tax coordination

3
  • BROOKSIn testing (sample data only)

    Controller

    Close checklists, reconciliations and entity books.

  • TREVORIn testing (sample data only)

    Treasury

    Cash position, forecasts and payment approval requests.

  • TATEIn testing (sample data only)

    Tax Coordinator

    Tax calendars and document tracking for the family's CPA.

04

Legal, Trusts & Entities

Prepared for review by the family's counsel

3
  • JUSTINEIn testing (sample data only)

    Legal & Compliance Coordinator

    Matter log and compliance calendar for counsel.

  • TRUMANIn testing (sample data only)

    Trust & Estate

    Trust inventory and plain summaries for the estate attorney.

  • ELLISIn testing (sample data only)

    Entity & Document Manager

    Entity register and document vault index.

05

Risk & Protection

Coverage, privacy and security checklists

2
  • SHELBYIn testing (sample data only)

    Insurance & Risk

    Coverage inventory, renewals and questions for the broker.

  • HALDENIn testing (sample data only)

    Security & Privacy Coordinator

    Cyber hygiene, privacy and travel security checklists.

06

Family & Governance

Council, education and heritage

3
  • ESTELLEIn testing (sample data only)

    Governance & Family Liaison

    Family council agendas and governance calendar.

  • NEXAIn testing (sample data only)

    Next-Gen Education

    Age-appropriate financial education materials.

  • WILLOWIn testing (sample data only)

    Heritage Keeper

    Family tree, records research guidance and heritage stories.

07

Philanthropy

Foundation administration

1
  • FONDAIn testing (sample data only)

    Foundation

    Grant log, payout calendar and board materials.

08

Real Estate & Specialty Assets

Properties, vessels, aircraft and collections

4
  • LANDRYIn testing (sample data only)

    Real Estate

    Property register, leases and tax calendars.

  • MONAIn testing (sample data only)

    Art & Collections

    Collection inventory, appraisals and loans tracking.

  • SKYEIn testing (sample data only)

    Aviation

    Aircraft register, inspections and charter vetting checklists.

  • MARINAIn testing (sample data only)

    Marine

    Vessel register, renewals and maintenance calendars.

09

Household & Lifestyle

Home, health logistics, travel and family life

5
  • HUDSONIn testing (sample data only)

    Household Manager

    Staff schedules, household calendar and inventory.

  • BELLEIn testing (sample data only)

    Lifestyle Concierge

    Renewals, gift and event calendars and vendor coordination.

  • FLORENCEIn testing (sample data only)

    Health Concierge

    Appointment scheduling and logistics only.

  • ATLASIn testing (sample data only)

    Historian

    World history, destination history and etiquette.

  • BEAUPlanned

    Pet & Equestrian Specialist

    Pet & Equestrian Specialist

10

Personal Style

Wardrobe and dress-code guidance

2
  • COUTUREIn testing (sample data only)

    Personal Style Advisor

    Outfit and dress-code suggestions.

  • ATTIEIn testing (sample data only)

    Wardrobe Keeper

    Event wardrobe log so nothing repeats before the same guests.

Coordinated intelligence for the whole family enterprise, with every decision kept in human hands.

Every specialist prepares drafts for review. Nothing is sent, paid, signed or booked on the family's behalf.

Prototype. Statuses reflect the current approved roster. "In testing" means built and being tested on sample data, not yet available to clients.

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