Wealth
Net worth at a glance: every account, trust and loan on one number.
My Family Office
Meet Diana, your chief of staff.
Yes, she's super intelligent.
Your whole family office in one place.
Net worth, real estate, insurance, estate planning and bills. Diana keeps it current and answers from your own records. Nothing is paid without your approval.
Two-factor on every sign-in · Encrypted · Flat monthly fee, never a cut of your assets
What you see first.
Real Estate
Every home and LLC, found from purchase agreements and P&Ls.
Insurance
Policies, renewals and gaps, pulled from mail and carrier portals.
Estate Planning
Wills, trusts incl. GST, POAs, beneficiaries. Signed vs draft.
Bills & tax
Due dates and amounts. Nothing is paid until you approve it.
What needs you
Renewals, signatures, decisions. Only what is waiting on you.
Set up in an afternoon.
1
Connect your mail once
Diana reads mail, calendar, notes and your main drive, read-only.
2
She builds your picture
Accounts, homes, trusts, advisors, deadlines. Signed documents picked out from the drafts.
3
You confirm
Everything she finds is a draft until you say yes. Then your dashboard is ready.
Simple monthly plans.
Not a cut of what you own.
Essential
$49
a month · self-serve
Diana, the vault, and a clear net worth.
Family
$99
a month · most households
Insurance, entities, estate map, and weekly briefing.
Complete
$199
a month · full office
Priority ingest, tax checklist, and monthly statements.
Private by design.
Per-household isolation
Every record belongs to one household. Queries, files, and Diana stay inside that vault — tested against cross-household access.
Two-factor on every sign-in
A password alone never opens the account. Authenticator app or passkeys, with text or email codes available.
Envelope encryption
Documents and secrets are sealed with a key unique to your household. Download links expire in minutes.
Hash-chained audit log
Sign-ins, approvals, and changes are append-only and hash-chained. The owner can check integrity in the app.
Diana never moves money
She answers from your records and never gives investment advice. Follow-ups wait for an owner’s confirmation.
Bill pay is prepare-only
An owner confirms amount, payee and account. Payee bank changes stop payments until you re-approve.
Questions.
Who is Diana?
Diana is the AI front desk of My Family Office. She brokers each question to named specialists, then answers from your household records with citations. She is powered by Grok. She never moves money.
What does Family include?
Diana and her specialists, the document vault, insurance and renewals, entities and the estate map, bill drafts that wait for your approval, and a weekly briefing. Essential is lighter; Complete adds priority ingest and monthly statements.
Can it move money without me?
No. Every payment needs an owner’s approval of the amount, the payee and the account. Payments run through licensed partners.
How does the bill email address work?
Your household gets its own address, such as yourname@myfamilyoffice.si. Bills from approved senders become drafts; anything else is held.
Is this a bank or an investment adviser?
No. My Family Office organizes your information and coordinates the work. Payments are handled by licensed partners. Nothing here is investment advice.
Can I try it first?
Yes. The live demo opens a fictional household with every feature on. Two-factor is still required; on the demo the code is shown on screen.