Family Legacy Continuity is a private wealth management platform for advisors of high net-worth multi-generational families with globally distributed wealth. Various AI agents assist the domain expert advisors by augmenting insight from the family's intergenerational wealth knowledge, with jurisdictional tax, legal, and regulatory knowledge, to assist with taking informed decisions for the family's wealth, succession, and estate plans and management. The Funds and Deal Flow management platform is supported by a General Partner AI assistant for deal due diligence.

Mission Objectives
The objective of the platforms is to leverage AI, coupled with automated and guided processes, and wholistic contextual information to significantly enhance advisor's productivity and reduce time to delivery for private wealth management. The platforms are able to recommend optimal strategies to wealth distribution, growth, preservation, deal acquisition and exit.

Event details

Date: June 17 - 21, 2024

Event contact

Lisa Qi
Senior International Market Consultant


106 in total