Your Family Office's Complete Picture—Organized, Secure, and Searchable
AI-powered information management built for family offices managing $100M-$500M. Find any document, answer any question, in seconds.
✓Built on enterprise-grade systems trusted by family offices worldwide
The Challenge
Tired of hunting through emails, portals, and spreadsheets for a single document?
You're not alone. Most family offices face the same information chaos.
Information Chaos
Documents scattered across 50+ portals, email threads, and shared drives. Your staff spends hours recreating what already exists somewhere.
Key Person Risk
Critical knowledge lives in one person's head. When they're unavailable—or leave—the entire operation stalls.
Advisor Silos
Your CPAs, attorneys, and investment managers operate in isolation. Information is fragmented. Decisions get delayed.
See how Chief Sentinel brings clarity to your asset information
The Solution
One Intelligent System. Complete Visibility. Instant Access.
Chief Sentinel brings everything together in one secure, AI-powered platform.
Find Anything Instantly
Natural language search across all your documents, portals, and communications. Ask questions, get answers.
Bank-Level Security
SOC 2 Type II certified. 256-bit encryption. Your data never leaves US-based facilities.
Reclaim 12+ Hours Weekly
Eliminate manual data compilation. Get unified reports automatically.
See It In Action
Watch How Chief Sentinel Works
Discover how family offices are transforming their document management and reclaiming hours every week.
Quick overview - Learn how tasks that would take all day can be done in minutes.
Up and Running in Months, Not Quarters
Simple implementation that works with your existing systems
Connect
We securely connect to your existing systems—custodians, portals, email, shared drives. No migration required.
Organize
Our AI automatically categorizes, tags, and indexes everything. Your decade of documents becomes instantly searchable.
Access
Ask questions in plain English. Get answers with source documents attached. Share securely with advisors.
2-3 Months
to full operation
No IT Staff
required
Everything You Need to Transform Your Operation
A complete platform designed specifically for family offices managing $100M-$500M in assets.
The Family Office Command Center
Your unified dashboard for all family information, documents, and communications.
The Document Intelligence Engine
AI that reads, categorizes, and extracts key data from every document automatically.
The Natural Language Query System
Ask questions like "What's our total exposure to real estate?" and get instant, sourced answers.
The 14-Day Migration Protocol
Our proven process to get you operational without disrupting your current workflow.
The Family Office Technology Concierge
Direct access to our team for questions, customizations, and ongoing optimization.
What Family Office Leaders Are Saying
"We went from spending 8 hours preparing our quarterly family briefing to 20 minutes. The time savings alone paid for the service in the first month."
Chief of Staff
Single Family Office ($250M AUM)
"When our controller retired, I panicked. All that institutional knowledge—gone. Now everything is searchable. New staff can find what they need on day one."
Principal
Multi-Family Office ($400M AUM)
Sovereign AI Architecture
Your Data Never Touches OpenAI, Anthropic, or Any Third-Party AI
The AI Power You Need. The Privacy You Demand.
Unlike typical AI solutions that send your queries to external servers, our sovereign architecture keeps your data completely isolated. Your information lives on dedicated, private infrastructure—never transmitted to OpenAI, Anthropic, or any third-party AI provider. You get the full intelligence of advanced language models without ever exposing your family's sensitive data.
Zero Data Transmission
Your documents and queries never leave your private environment
Isolated AI Processing
AI capabilities run within your secure perimeter, not on shared cloud infrastructure
No Training on Your Data
Your information is never used to train or improve any AI models
Security Certifications
SOC 2 Type II
Certified
256-bit AES
Encryption
US-Based
Dedicated Infrastructure
Team Credentials
Our team combines 50+ years of experience in family office operations, wealth management technology, and enterprise AI. Credentials include IBM AI Certification, AWS Solutions Architecture, and leadership roles at publicly traded financial services firms.
Privacy Commitment
"Your data remains yours—permanently. We never sell, share, transmit, or train on your information. Full data portability and deletion rights guaranteed. Ask us about our architecture in your demo."
Frequently Asked Questions
Get answers to common questions about Chief Sentinel
The 'Everything Findable' Guarantee
"If any document, data point, or answer that exists in your systems can't be found within 60 seconds using our platform, we'll continue working at no charge until it can. That's our commitment."
30-minute personalized walkthrough with a family office specialist
Not ready for a demo?
Download: The Family Office AI Readiness Guide
Free PDF - Learn what to prepare before implementing AI