PRÆTOR for family offices · Automated institutional memory

PRÆTOR · FOR FAMILY OFFICES

For family offices

Your family office's institutional memory, without depending on people.

For family offices serving multi-generational families that need continuity across generations and across team turnover.

Schedule confidential demonstration

§ 01 · THE PROBLEM

The problem

Every principal client expects bespoke attention. Your team has 4 to 12 people.

Every turnover destroys institutional memory accumulated over years.

Every new generation of the family arrives without the context of what came before.

§ 02 · WHAT CHANGES

What changes

The family office's memory becomes the system's, not the people's.

Family graph

Relationships, holdings, succession, governance — all connected. Father, mother, children, grandchildren, spouses, ex-spouses, partners, lawyers, accountants. A living map.

Family briefings, always current

Before each family council, meeting with the principal, encounter with an heir — the briefing arrives ready: positions, recent events, pending decisions, documented sensitivities.

Continuity across generations

The system remembers from the grandfather to the grandchild. When the next generation takes over, the context is not reconstructed — it is consulted.

§ 03 · GOVERNANCE

Succession and governance

Family meetings, councils, minutes — recorded, cross-referenced, queryable.

Queryable succession plan. For each heir: wealth history, relevant events, previously taken decisions, next steps.
Indexed council minutes. Each governance decision is cross-referenced with the wealth position at that moment.
Donations, foundations, philanthropy. Longitudinal tracking — how much, to whom, under what tax structure, under which family decision.
Memory of preferences. Each principal client has a rich profile, updated from real conversations, not forms.

§ 04 · STRUCTURES

Complex structures

Onshore, offshore, trusts, holdings — the system maps, monitors, alerts.

Onshore and offshore holdings consolidated into a single graph, with explicit legal links.
FATCA, CRS, multi-jurisdictional filings — the compliance agent tracks deadlines and variations.
Corporate reorganizations — when something changes in the structure, the system updates the graph and propagates the implications.

§ 05 · COMPARISON

Comparison

How PRÆTOR positions itself.

PRÆTOR compared to traditional CRMs, wealth consolidators and generic tools
Traditional CRM	Models contacts. Does not model families.
Excel, Google Drive, Notion	Memory without intelligence, and without continuity after turnover.
Wealth consolidators	They know the how much. They do not know the why.

§ 06 · COMMERCIAL MODEL

Commercial model

Presented in private conversation.

Each deployment is calibrated to the family composition, wealth structure and operation size. Request a conversation to receive the proposal under NDA.

§ 07 · CONTACT

Schedule a confidential demonstration.

Confidential service, direct with the PRÆTOR team. NDA available on request.

Request contact

Or write to info@praetor-ai.tech

PRÆTOR for family offices — automated institutional memory, multi-generational continuity