What you've been pitched
is the problem.
Every wealth-management vendor that's walked into your office in the last five years has sold you the same thing under a different label. A platform. A portal. A “family office solution.” A relationship. An AUM-based fee that grows whether the work does or not.
You've sat through the demos. You've signed the contracts. You've watched the tool fail to represent half of what you actually own. The custodian feed works. The alternative investments don't. The private holdings don't. The real estate carriers don't. The family entity structure doesn't. You're paying $50k or $100k a year for a system that shows you a fraction of your wealth and an advisor who calls every quarter to ask permission to move the rest of it.
We don't sell that.
Your first build with us is the operating layer that represents your actual wealth structure, run by AI employees we'll build from your detailed SOPs, governed by your family charter, priced at a flat fee that doesn't move with your AUM. Fixed-price builds. Four weeks for the first one. Operated by us afterward.
Who this is for
You're a single-family office at $100M-$2B+ household, or a multi-family office serving the same. Or you're a principal at $100M-$300M who's run the SFO buy-vs-build math and watched it land at $1M-$2M a year before software, and you're asking whether there's a third option. There is.
You hold money that doesn't fit on Orion. Operating businesses. K-1 generators. Low basis equities in irrevocable trusts. Real estate held across LLCs. Private credit positions. Pre-IPO equity. Carry interests. Art. Family entities that span multiple jurisdictions. The CRM-shaped wealth model that wirehouses and PMS vendors built doesn't represent any of it.
You don't want another vendor relationship. You want an operating layer.
You don't want an alpha generator. You sell ops, not alpha.
You don't want an AUM-based fee. You want a price that's fixed at engagement, scoped to deliverable, and renews on a flat retainer.
The pain we keep hearing
We didn't run customer interviews. We pulled what family-office principals and operators are actually saying publicly. Verbatim, sources cited.
“However, having attended a few family office events, I've realized that saying you have a family office tends to attract a lot of parasitic actors telling you they know how to do X or Y or have special relationships, sell you luxury services, etc. Almost everything that I have been able to verify / cross check turned out to be a massive upselling of services just trying out luck, maybe the moneyed dude is too stupid/lazy to check and will pay 10 or 50 k for something one can do for 1k or 5k.”
“Their financial incentives are not structured around 'gains'. If they were only paid a percentage of 'gains' they would be highly motivated to get you 'gains'. But because they are paid a percentage of AUM, they make more money in the long run if they park you in very safe investments and just slowly collect a percentage of your money.”
“I work in wealth management. Doesn't make sense for under $200mm, maybe more. Because if you've 'only' got $100mm, your costs at a big bank are gonna be 0.30% (so $300k per year) and that'll cover legal, trust, accounting, investment management, estate planning etc. Impossible to replicate on your own at that fee. Even at $200mm you're gonna be paying like $2mm per year minimum to do it on your own.”
“It works for simple brokerage type relationships but for additional sophistication multi- or single-family office type setups it doesn't do the trick. The problem IMO is they're large enough now where they only put forth enough competency needed for their advisors to not leave.”
If any of that sounds like the inside of your week, keep reading.
What we build
Not a platform. Not a portal product you license. Not a “family office solution.” An operating layer we'll design and build to represent the wealth structure you actually have, run by AI employees you own.
The operating layer
A unified data layer we'll build to pull from your custodian, your planning tool, your alternative-investment administrators, your private-holdings tracker, your real estate carriers, your trust accountants, and your family entity structure. One source of truth across what you actually own, not just the slice your PMS can read. Your tools stay where they are. We design and build the connections.
AI employees created by your detailed SOPs
You define how a quarterly family report gets built. How a capital call gets routed. How a K-1 lands in front of the right tax preparer. How a family-member request gets triaged. We turn each SOP into an AI employee that runs that role end to end inside the operating layer we built for you. Not a chatbot. Not a generic copilot. A role, scoped to your office, owned by you, traceable through audit logs every step.
Agentic workflows
When a workflow needs a judgment call (which entity owns this asset, which trust should receive this distribution, which family member can see this position), the system we'll build makes the call along the flow with full audit logs. Scoped connectors. Per-tool permissions. Human-in-the-loop where it matters.
Governance, by default
Audit logs on every read and write. Scoped permissions per family member, advisor, accountant, attorney, trustee. Family-charter-aligned access controls written into the data layer, not bolted on. Liability terms scoped in the engagement agreement.
You keep your custodian, your tax counsel, your attorney, your accountant. We design and build the connective tissue.
LP and Family Reporting Portal Automation
Most $100M-$1B+ households we talk to spend 30-60 hours per quarter assembling family reports by hand, plus the cost of an ops person or VP of Family Operations whose entire week is the same exercise on a different timeline. That's the wedge. That's where we start.
What we'll build
End to end, a system that assembles a branded family reporting packet at the cadence your family runs (monthly, quarterly, semi-annual). Per family member. Per advisor. Per trustee. Per accountant. Built around the asset structure you actually have, not the CRM-shaped view your PMS forces you into.
What it'll pull from
- Custodian feeds for liquid positions, transactions, cash balances across the entities and accounts you hold.
- Planning tool for net worth roll-up, savings goals, plan progress where applicable.
- Alternative investments from the administrators you use (statements, capital account values, K-1 timing, capital call schedules, distributions).
- Private holdings including operating businesses, pre-IPO equity, carry positions, structured credit facilities.
- Real estate carriers for property valuations, debt service schedules, NOI roll-ups, partnership distributions.
- Family entity structure including trusts, LLCs, holding companies, and the jurisdictional map across them.
- Trust and tax records from your accountants for basis tracking, low-basis equity positions, and irrevocable-trust holdings.
What it'll generate
A branded family reporting packet at the level of detail each recipient is scoped to see. The principal sees everything. The next-generation members see what the family charter says they should. The trustees see the trust-scope view. The accountants see the K-1 and tax-relevant view. The attorneys see the entity-structure view. Same look every cycle. Always reconciled.
Delivery
Secure portal, scoped per recipient. Audit-logged on every read. Watermarked where the family wants. E-signature where required. No PDFs in inboxes.
Audit trail
Every action across every system, logged. Who pulled what data. Who reviewed what version. Who approved. Who delivered. When the recipient opened it. Compliance-ready and trust-ready before the next attorney review.
Timeline
Four weeks from signed SOW to first packet generated. Fixed-price. Proposal-based after the free assessment.
The math
We're not selling you advisor-hour savings. We're selling you headcount tax and vendor-stack savings. A dedicated SFO ops person, or a VP of Family Operations hired to run this work, runs $200k-$400k a year fully loaded. Custodian plus PMS plus an LP-reporting tool plus a private-holdings tracker plus tax software runs $50k-$150k a year in licenses and admin overhead. Inevi at flat-fee replaces roughly 30% of the headcount tax and roughly 40% of the vendor stack with one operating layer that represents what you actually own. ROI typically lands in the 4 to 12 month range on the first build.
The flat-fee model
This is the part of the page that nobody else writes.
We don't charge AUM-based fees. We charge for the operations work, scoped to the deliverable, fixed at engagement, and renewable on a flat retainer.
When your liquid net worth doubles, our fee doesn't. When the family acquires a new operating business, our fee doesn't. When a liquidity event lands and the household goes from $300M to $800M overnight, our fee doesn't. When carry vests, our fee doesn't. The price is for the work, not for the wealth.
Build fees are one-time. Ongoing operation is a fixed monthly retainer. Scope is reviewed annually. If the workload grows, we re-scope and re-quote, in writing, before the next renewal. If the workload shrinks, the same.
We're aligned to operations, not to asset growth. That's the structural difference. Every other vendor in this category gets paid more when your AUM goes up. We get paid the same.
This isn't a marketing line. It's a commercial commitment. It's how the engagement is written.
What happens after
The reporting build is the wedge, not the destination. Once the operating layer is in place and your SOPs are encoded, expansion compounds.
Cross-entity intelligence
LP positions, K-1 timing, capital calls, and distributions tracked across every family entity. Liquidity matching across the household so that the cash sitting in one trust covers the call hitting another. Tax-event preview that lets the family see the K-1 calendar three months before the K-1 lands. The kind of cross-entity view that today requires three accountants and a spreadsheet, running as one workflow.
Compliance and audit trail across jurisdictions
Books and records consolidated for every entity in the family map. Trust accountings assembled from underlying data, not from memory. State and provincial filings reconciled. Cross-jurisdiction tax positions surfaced before the year-end review, not during it. Built for the next attorney audit, the next trustee review, the next IRS or CRA touch.
AI employee for family-member request triage
The next-generation member who wants to know how their education trust is performing. The principal's spouse who needs the summer-house carrier reissued. The trustee who needs the quarterly review packet pulled forward. The kind of work that today consumes one or two hires runs through an AI employee we'll build from your SOPs, scoped to family-charter access controls, with every request logged and every action approved by the principal or designated family officer before it executes.
By month 12, we're operating the back-office layer we built for the family office. Your team spends time on the relationships, the strategy, and the family. Our team runs the infrastructure.
Operated by us
This is the part most vendors don't do.
We don't hand you a build and walk away. We host it, monitor it, update it as your custodian or planning tool changes an API, fix it when an upstream provider breaks something at 6am, and improve it as your SOPs evolve.
Governance is the architecture, not a feature. Audit logs are immutable, scoped to your retention policy, and discoverable on demand. Permissions are tied to the family charter and reviewed at every annual renewal. Data residency is written into the engagement, not assumed. Access controls are enforced at the data layer, not at the UI.
Fixed monthly retainer for ongoing operation. Scope reviewed annually. Your team uses the system. Our team maintains it.
If your custodian deprecates an endpoint, that's our problem to solve. If a planning tool changes how it exports performance, that's our problem to solve. You hear about it after we've fixed it, not before.
Why this isn't another vendor pitch
You've heard the pitches. You know how they go.
The relationship-led wealth-management firm that wants you to consolidate AUM with them, then introduces a technology layer that's really a CRM their advisors use to call you more often. The platform vendor that quotes you $100k a year for software that doesn't represent half of what you own. The MFO that wants 25-50 basis points of your liquid wealth and tells you the technology comes with the relationship. The boutique that offers a flat retainer that quietly resets every year.
We don't sell that. We don't sell investment products. We don't sell advisory services. We don't sell you private-deal flow or an introduction to a manager whose carry we share. We don't account-mine. We don't upsell. We don't pitch the family on more AUM products at year two.
We sell ops, not alpha.
We're the technology arm. Your investment advisors stay your investment advisors. Your accountants stay your accountants. Your attorneys stay your attorneys. We run the systems that make their work, your work, and the family's work reconcile in one place.
If you already have the relationships you want, that's exactly the right setup. If you don't, we'll happily not be the people who sell you new ones.
What you can verify
We don't have named family-office case studies on this page. Family offices don't put their name on a vendor's website, and we wouldn't ask. The voices on this page belong to principals and operators saying what they actually need. We built this offer around them.
Founders
- Dimitrios Papanikolaou, Co-Founder and Chief Executive Officer. Computer Science, McGill. Built end-to-end commercial and operational systems for a manufacturing operation entering the Canadian market before founding Inevi Solutions.
- Costa Papanikolaou, Co-Founder and Chief Operating Officer. Computer Science, McGill. Architecture and engineering lead on every system we build. Specialist in applied AI, multi-agent systems, and intelligent automation infrastructure that performs in production.
Governance and audit-log architecture
- Immutable audit logs on every read and write across every connected system.
- Scoped permissions per role: principal, family member, trustee, advisor, accountant, attorney, ops staff. Modeled to your family charter, not to a vendor template.
- Per-tool, per-data-class connector permissions. The accountant connector reads K-1 and basis data. It doesn't see the principal's calendar.
- Human-in-the-loop on any action that touches a family member, a custodian, or a compliance step. Approval queues are the default, not a flag.
- Data residency written into the engagement. Encryption at rest and in transit, key management documented, backup and recovery cadences specified.
- Withdrawal clause: at end of engagement, every record is exportable to a structured format you control. No data hostage situations.
Engagement structure
- Free assessment (60-90 minutes, no commitment).
- Fixed-price proposal after the assessment. No discovery-phase billing. No phase-one that turns into phase-six.
- Four-week build for the LP and Family Reporting Portal wedge. 4 to 16 weeks for larger scopes.
- ROI typically 4 to 12 months on the first build.
- Liability terms scoped in the engagement agreement, including data handling, access controls, and operational responsibility.
- Inevi Solutions Inc. is incorporated in Quebec, Canada (2025), with principal office in Montreal.
FAQ
How long does the first build take?
Four weeks from signed SOW to first reporting packet generated for the LP and Family Reporting Portal Automation. Larger scopes run 4 to 16 weeks. Timelines are contractual, not aspirational.
What can the operating layer represent that Orion or Black Diamond can't?
Alternative investments held with administrators that don't have clean PMS feeds. Private holdings including operating businesses, pre-IPO equity, carry positions, structured credit, and direct lending. Real estate held across LLCs and partnerships, including debt service and NOI. Art and collectibles where you've chosen to track them. Family entity structures (trusts, LLCs, holding companies) modeled as a graph rather than as a flat account list. Multi-jurisdiction tax positions across the family map. We build the data model around what your family owns. We don't ask you to fit into someone else's.
How do you handle governance and per-role permissions?
The data layer is the security boundary, not the UI. Each connector is scoped to a data class. Each role is scoped to a permission set defined by your family charter. The principal sees everything. Family members see what the charter says they should. Trustees see trust-scope. Accountants see tax-relevant. Attorneys see entity structure. Every read and every write is audit-logged, immutable, and discoverable. Permissions are reviewed at every annual renewal and any time the family charter changes.
What does the audit log capture, and who can access family-member activity?
Every read, every write, every approval, every export. Time-stamped, role-tagged, immutable. Access to the audit log itself is a scoped permission, typically the principal, the family officer, and counsel. Family-member activity logs are accessible to the principal under the same governance the family charter specifies. We don't decide who sees what. The charter does, and we encode it.
How do you handle multi-jurisdiction tax?
We don't replace your tax counsel or your accountants. We give them a single reconciled view of the entity structure, the asset map, the K-1 and basis records, and the jurisdictional positions, so they can do what they do without rebuilding the picture every quarter. Cross-jurisdiction events (a Canadian trust holding US assets, an entity migration, a state-level filing change) are surfaced as alerts in the operating layer with the underlying data attached.
Can we keep our existing tools?
Yes, generally. The operating layer is built around your current stack. If you're on a specific custodian plus a planning tool plus an alts administrator, that's the integration surface we build to. If you swap a vendor next year, we update the connector. You're not locked into our choices because we don't make those choices for you. We may recommend retiring tools that the operating layer obsoletes, but only after you see the work the layer actually does.
Do we have to disclose family details to you?
You disclose what you need us to integrate. Names of family members are required for the permissioning model and the audit log to be meaningful. Account numbers and entity records are required for the connectors to run. Personal information beyond that (health, education, private correspondence) doesn't enter the operating layer unless you scope it in. The principle is least-privilege at the engagement level, not just at the technical level. We don't see what we don't need to see.
Who actually operates this once it's live?
Inevi's engineering team. Hosting, monitoring, security, backups, API maintenance, and ongoing optimization are all on us. Your team uses the operating layer, signs off on actions where the family charter requires sign-off, and runs the office. We run the infrastructure. The team is small, named, and accessible. You're not getting routed to a support queue.
Book the free assessment
One conversation. We map the workflow. You leave with a written scope and a fixed-price proposal.
Book the free assessmentCompare us
Already evaluating other tools? Here's how we read against the platforms most family offices weigh.
- Inevi vs. Orion when the PMS-as-everything model can't represent your wealth structure.
- See all comparisons
The next engagement asks
who builds it. Have an answer.
Thirty minutes. No deck. No pitch. A real conversation about the engagement you're running, the gap you're feeling, and whether we can close it. If we can't, we'll say so.
team@inevisolutions.com