How AEGISfo works

The Family

AEGISfo

  • Organisation
  • Governance
  • Institutional Memory
  • Banks
  • Investments
  • Entities
  • Property
  • Advisers
  • Documents
One organised place, with AEGISfo between your family and everywhere its wealth actually lives.

Everything. Organised.

Capital

Grow and understand the money.

Structure

How the wealth is held and governed.

Continuity

Passing it on, well.

You start with the wedge - Portfolio (with live data feeds) & Vault.

Governance, heir education, reporting and the rest unlock inside the app, one short tour at a time, only when you’re ready for them.

The Platform

One platform. Every asset.
Every entity. Every stakeholder.

The two capabilities everything else is built around - a consolidated view of your whole estate, and a model that understands how families actually hold it.

01 - OVERVIEW

Consolidated Dashboard

Real-time net worth across every asset class and entity - public equities, crypto, real estate, private equity, precious metals, fixed income - unified in one live view with automatic multi-currency FX.

Live market pricesMulti-currencyEUR / USD reportingReturn metrics
The consolidated portfolio - 16 holdings across every asset class with live values and gains, each linked to its owning legal entity
Holdings grouped by legal entity - Aurora Foundation, Coastal Real Estate LLC, and Meridian Holdings LLC - each with its consolidated roll-up value

02 - STRUCTURE

Entity Hierarchy Builder

The only platform that understands how wealthy families actually hold assets. Map trusts, LLCs, holding companies, and foundations into a full parent-child ownership hierarchy - with beneficiaries, ownership percentages, and consolidated roll-up values.

TrustsLLCsFoundationsOwnership %Roll-up values

04 - GOVERNANCE

Family Access Control

Role-based access for every stakeholder - Owners, Advisors, Accountants, Beneficiaries - enforced at the database level, not just the UI.

4 rolesDB-level RBACAudit trailVault2FA

05 - CONTINUITY

Legacy & Next Generation

An estate-readiness score from your real structure, letters of intent, per-entity succession scenarios, Family Council resolutions, and heir education.

Estate readinessSuccessionFamily CouncilHeir education

06 - REPORTING

Statements & Reporting

Branded, board-ready statements and reports on demand - every asset class and entity, consolidated and export-ready for advisors and accountants.

PDF exportBrandedPer-entityScheduled

03 - AEGISfo INTELLIGENCE

A virtual Chief Investment Officer and General Counsel - watching while you live your life.

AEGISfo Intelligence is your always-on advisory team, in two lenses. Aegis Insights watches your estate for risk - concentration breaches, allocation drift against your mandate, liquidity shortfalls, missing documents - turning each into plain-English commentary and a portfolio-readiness score. General Counsel reads every governance document you upload and answers questions with a citation to the exact clause and page - trusts, protectors, entities, jurisdiction - never a guess.

Aegis Insights · liveReadiness scoreConcentration & drift alertsBenchmark comparisonGeneral Counsel · cited answers
72/ 100

Portfolio readiness

Equity concentration is drifting above mandate; liquidity remains healthy for ~18 months of obligations.

Concentration breach - Public equity 41% vs 35% mandate
Allocation drift - Real estate 6% under target
Liquidity healthy - 18 months of obligations covered
Return vs MSCI World+2.1% YTD

generated by AEGISfo intelligence · illustrative