AEGISfo™
Everything. Organised.
Your wealth has many providers.
Your family should have one operating system.
AEGISfo sits above your banks, asset managers, advisers, entities and investments — bringing your family’s wealth, governance and decisions together in one organised place.
Explore AEGISfoEveryone sees a piece. AEGISfo sees the family.
Your bank knows your accounts.
Your asset manager knows your portfolio.
Your accountant knows your taxes.
Your lawyer knows your structures.
AEGISfo brings the whole picture together — around the family.
BCG estimates around $6 trillion in assets for family offices and private principal investors combined. Separately, Simple’s 2025 research reports continued spreadsheet use among software vendors’ prospective clients.
The Family
AEGISfo
- Organisation
- Governance
- Institutional Memory
- Banks
- Investments
- Entities
- Property
- Advisers
- Documents
Wealth changes. Context shouldn’t disappear.
Assets move, advisers change and generations follow one another. What usually goes missing is the reasoning — why a structure exists, what was decided, and on what basis.
Organisation
Every asset, entity and document held in one organised place rather than across mailboxes and spreadsheets.
Governance
Meetings, decisions and the records that follow from them, kept where the wealth they concern is kept.
Institutional memory
The reasoning behind a structure survives the adviser, the platform and the generation that set it up.
One system, different perspectives.
The same organised picture, seen appropriately by each person who needs it.
Family principals
The whole picture, without assembling it from four providers first.
Family-office teams
The working surface where the organising actually happens.
Advisers
The client-family context they are asked to advise on, already organised.
Everything. Organised.