Private AI agent for family offices and wealth managers: your own, uncensored, in your account
Short answer: A private AI agent for family offices and wealth managers that handles sensitive files and speaks plainly without sending them through a shared AI service. Freeborn Labs builds one in your own cloud account for $10,000 plus $48,000 a year.
What family offices and wealth managers handle that does not belong on a shared AI service
A family office holds statements, trust documents, tax returns, estate plans and the private opinions of principals about people and markets. That material is confidential by duty and by taste, and a consumer chatbot is a poor home for it. Shared tools also soften blunt answers about a manager, a beneficiary dispute or a risky position, which is exactly where candor is wanted.
What your own agent does for you
It summarizes custodian statements into a one-page position view, drafts memos and letters to principals, compares a proposed deal with the family's written investment rules, tracks deadlines for filings and capital calls, prepares questions for advisors and attorneys, and keeps a running log of decisions and who made them. It reads the files you point it at and nothing else.
Why done-for-you beats a shared app or building it yourself
A family office has a small staff and no one to run servers. We build the system in a cloud account that you own, connect the folders and inbox with the narrowest permissions that work, and give you a simple login. Fiduciary, tax and securities questions remain for your advisors and counsel.
What it costs and what to expect
Freeborn Labs charges a one-time $10,000 setup plus $48,000 a year, or $4,800 a month. Compute is billed to you at cost. It runs open models, which are strong at drafting, summarizing and answering directly, but a top closed model from a big lab is still stronger on the hardest reasoning. Adults only (18+); anything involving minors is blocked, and it will not help break the law.
Questions
Does it give investment advice?
No. It prepares analysis and drafts; people with licenses decide.
Where do the documents live?
In your own cloud account, not in a shared AI service.
Related guides
- A private AI assistant for executives and founders
- A done-for-you AI agent, set up and running for you
- Private uncensored AI: the full guide
- All guides to getting your own private AI agent
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Adults only (18+). Private uncensored AI · Terms · Privacy · All guides