── WHO WE SERVE • MULTI AND SINGLE FAMILY OFFICES ──
Your family office infrastructure, finally in
one place.
You built something worth protecting. Annise gives family office operators a single platform to consolidate technology, surface real-time intelligence across entities, and run the office without layering on more vendors or headcount.
── THE PROBLEM
Family offices run on too many systems and not enough signal.
Most family offices have outgrown the tools they started with — but replacing them means navigating a fragmented landscape of custodians, reporting platforms, tax tools, and document vaults that don't talk to each other. The result: your team spends more time reconciling data than acting on it.
Fragmented stack
Custodian portals, reporting tools, document storage, and tax systems — none integrated.
Lagging visibility
Month-old reports. Manual data pulls. Decisions made on information that's already stale.
Headcount creep
Every new entity or asset class adds operational complexity — and pressure to hire.
Document chaos
K-1s, trust agreements, capital call notices — scattered across email, drives, and portals.
Ownership fog
When interests are held through trusts, LLCs, and partnerships, your true economic exposure is rarely visible. Most platforms don't even try.
And every layer has a price.
Licenses, implementations, reconciliation hours, and the headcount required to hold it all together. The real cost isn't any single line item — it's what you pay every year to keep a legacy stack standing.
── What Annise Does ──
One platform. Every entity. Real-time.
Annise unifies your investment data, documents, entities, and AI-powered analysis under one roof — purpose-built for the complexity family offices actually manage.
ACROSS GENERATIONS
One system the whole family can grow into.
Because everything lives in one place — and you control exactly who sees what — the next generation can participate long before they inherit. Give a child, a spouse, or a trustee a scoped view of the structure, the holdings, and the reasoning behind decisions. Stewardship becomes something you teach, not something you hand over.
── Your Agent Team ──
Built-in intelligence across every domain.
Each Annise agent is specialized for a distinct function — and they work together across your family's full financial picture.
── Our True North ──
Your data is yours. Always.
Annise is built with privacy and protection at its core. We never sell, share, or monetize your information. You decide who has access — and to which accounts and holdings. And if you choose to change custodians or advisors, your data stays with you.
How we protect your data — our controls, audits, and policies — is published in full.
── IN THEIR WORDS
"We were running the office across four different systems. Annise was the first platform that actually understood how we're structured — entities, alternatives, and all."
TOM C. · FAMILY OFFICE PRINCIPAL
