AI for family offices · Geneva & Lausanne
Your family office.AI on your terms.
ChatGPT and Claude for your family office, with clear boundaries for sensitive information and AI costs. Put the right tools around the family’s documents and decisions.
Let’s talkThe right tools.
We select and configure OpenAI and Anthropic tools around your work, then train your team to use them well.
FoundationPrivacy, built in.
Before using sensitive information in ChatGPT or Claude, define the account, enabled tools, access rules and retention terms. Stealth provides zero data retention (ZDR) arrangements for eligible processing.
StealthCosts in balance.
Review subscriptions, model choice and context size against the work actually needed. Pixel helps match AI resources to each task, keeping the cost per useful result in view.
PixelIn practice
Across yourworking day.
AI that works with your files and applications, following your methods.
One view across the documents.
Prepare reporting from approved manager reports, statements and internal records. Keep source references, missing data and reconciliation questions visible for review.
A decision pack, in your language.
Organise investment proposals around the family’s mandate, existing commitments and review criteria. Separate documented facts from assumptions and open questions.
Continuity between meetings.
Prepare agendas and background notes from approved correspondence and previous minutes. Bring unresolved decisions and follow-ups into the next conversation.
Knowledge that stays with the office.
Document recurring procedures, reporting conventions and relationship context. Give each team member access to the material appropriate to their role.
Your team reviews the work and decides what happens next.
In Geneva and Lausanne.
Based in Lausanne, ogram works with professional teams in Geneva, Lausanne and across French-speaking Switzerland, in French and English. We start with one workflow, define which sources and tools it can use, and review the results with your team before extending it.
Privacy and securityA starting point
Let’s start withyour practice.
A conversation about your work, your constraints and where AI can help.
Or book a call