Claw Empire installs a private AI assistant for family offices on customer-controlled infrastructure. It aggregates reporting across 5+ banks without $100K/year platform lock-in, eliminates shadow AI risk by giving staff a governed tool, and drafts analysis for principal approval before anything touches an external party.
The useful install is narrow, explicit, and tied to work you already repeat. Claw Empire maps the lane, connects approved systems, and keeps sensitive actions gated.
The biggest threat to your family office comes from staff already using AI without your knowledge, approval, or oversight. Consumer-grade tools are handling sensitive data with no governance, no audit trail, and no security review.
Family offices receive monthly reports from 5 or more banks and aggregate them in Excel by hand. Automation quotes were insane at over $50K per year, and the manual process turns close day into a week-long exercise.
Addepar and comparable platforms cost $100K or more per year, and pricing is deliberately opaque. A CTO of a $3+B RIA spent hours with their sales team and lost patience trying to get a straight answer on cost.
41% of family offices cite security and privacy as the main barrier to AI adoption. Another 83% are concerned about deepfake and impersonation attacks targeting executives. The trust gap is real and justified.
A private assistant should produce a reviewable queue, not mystery automation. Every output should make approval faster and safer.
The assistant aggregates reporting across all banks, custodians, and alternative asset managers into one structured view on your infrastructure, replacing $100K/year platform lock-in and week-long close days.
Staff get a governed, audited AI tool instead of consumer-grade ChatGPT. Every action is logged, every output cites its sources, and sensitive data stays on customer-controlled infrastructure instead of training public models.
The assistant drafts performance summaries, cash flow briefs, and exposure reports for principal approval before anything reaches an external party. Every number traces back to a specific statement or feed.
This is the level of specificity we want before a workflow touches production tools.
WORKFLOW: family_office_reporting_and_aggregation
TRIGGER: monthly close OR new reporting cycle OR shadow AI audit
READ: bank statements, custodian feeds, PE K-1s, capital calls, market data
DO:
1. aggregate reporting across all banks and custodians into one structured view
2. reconcile positions and flag mismatches across sources
3. draft performance summary, cash flow brief, and exposure report
4. flag shadow AI risk and security-sensitive items for principal review
APPROVAL GATES:
- never send reports or analysis externally without principal approval
- never update records or positions without approval
- never share sensitive family or financial data without review
STOP CONDITIONS:
- legal terms, valuation dispute, regulatory disclosure, unclear owner
RECEIPT:
- write source evidence, proposed analysis, principal reviewer, unresolved questionsThe point is not to remove judgment. It is to reserve judgment for the decisions that matter.
The assistant drafts consolidated reports and performance summaries but waits for principal approval before anything reaches an external party.
Position changes, reconciliation adjustments, and record writes are proposed with source evidence before a human approves.
Personal, financial, and security-sensitive items route to principal review by default and never leave your infrastructure.
The exact implementation depends on tool access and data quality. The operating model stays simple: map, install, dry run, hand off.
Define approved bank feeds, custodian sources, reporting cadence, security rules, and stop conditions.
Connect approved statements, feeds, and alternative asset reports to the private assistant on your infrastructure.
Review proposed consolidated reports and performance summaries until the workflow matches your reporting cadence.
Receive the operating runbook, approval receipts, and expansion notes for the next reporting cycle.
Plain answers for the trust, security, and implementation questions buyers ask before connecting AI to real workflows.
A Claw Empire family office AI assistant is a private workflow on customer-controlled infrastructure that aggregates reporting across banks, eliminates shadow AI risk, and drafts principal-ready analysis with source citations for approval before any external action.
Staff get a governed, audited AI tool instead of consumer-grade ChatGPT. Every action is logged, every output cites its sources, and sensitive data stays on customer-controlled infrastructure instead of training public models. The assistant is the safe alternative to the shadow AI already happening.
The assistant aggregates reporting across all banks, custodians, and alternative asset managers into one structured view on your infrastructure. It replaces the core reporting function of expensive platforms without the lock-in, opaque pricing, or multi-month onboarding.
The assistant runs on customer-controlled infrastructure, typically a VPS or Mac Mini. Bank feeds, custodian data, K-1s, and sensitive family information stay in the environment you control. Nothing trains public models and nothing leaves without approval.
Pricing is scoped on a discovery call because bank count, asset complexity, reporting cadence, and security requirements vary. The public page does not publish a flat price because installs differ by family office size and infrastructure.
Send the workflow you want off your desk. We will confirm the tools, approval gates, stop conditions, and safest week-one install path.