Research and briefings
Organized research on a company, market or question, with sources, prepared for the people who decide.
AI for family offices: private, practical and human-reviewed.
Help with research, reporting and administration, set up with confidentiality, limited access and human review from the start. Your people and advisers keep every decision.
Where AI can help a family office.
Useful starting points are usually recurring work that takes time but follows a pattern.
Recurring reports
First drafts of regular updates and summaries from information you choose, reviewed before they go anywhere.
Administration
Help keeping track of documents, requests, deadlines and follow-ups across the office.
Finding what you already know
Search across agreed internal documents, so the right people can find past decisions, terms and notes when they need them.
Privacy and judgment come first.
These are part of how we work from the first conversation.
A high-level first conversation
You do not need to share confidential material to begin. The first session works from a high-level description.
Confidential by default
What you share stays confidential. We don’t name clients without permission.
Decisions stay with your people
AI handles the research and preparation. Every decision stays with your people.
Discretion
We do not need to show your name or work to explain what we do. Client information and results are shared only with approval.
One example, on paper.
A fictional family office wants a clearer weekly view of its research. This is the shape of what we would agree.
The weekly research brief
Every Monday, a two-page brief on the companies and questions the family follows, with sources.
- Drafted from agreed public sources
- Each claim linked to its source
- Open questions marked, not guessed
- Reviewed by the analyst before it is shared
What it never does
Some lines are drawn before setup.
- No access to accounts or transactions
- No messages sent on anyone’s behalf
- No recommendations to buy or sell
- Nothing shared outside the office
Who is responsible
Named people own the work and its review.
- The analyst reviews every brief
- The principal decides what changes
- A named person can pause it
- Changes to access need approval
See the options. Keep the plan current.
Our 100-second film shows the approach with a fictional company: the options side by side, a plan that stays current when a date moves, and the people who decide. In a family office it would be the meetings, the recurring reports and the people who keep it running.
Fictional example. Nothing in it was sent or booked.
Where to begin.
Every step after the first conversation is optional and agreed in writing before work begins.
Signal Triage
45-minute Zoom · Prepared in advance $375Keep it high level. We look at where AI could help the office and what it would need. You leave with a meeting summary and recommended next steps.
Credited toward your next accepted scope.Capacity & Buildout
Hands-on setup and training Typically $25K–$75KWe define the role, connect the information and tools it needs, set up review and approvals, test it on real work and train your team to direct it.
Larger projects are quoted separately.Signal Desk
Reserved ongoing guidance From $180K a yearContinuing support from people who know your context, month after month.
Reserved capacity, after qualification.A Signal Briefing ($10K plus expenses) comes first only when a bigger question needs settling before the build.
Which AI it uses.
We are model agnostic and work across providers, including OpenAI, Anthropic, Google and open-source models. The work decides the tool, not the other way round.
deepmoat.ai is an OpenAI Select Partner and a registered partner in Anthropic’s Claude Partner Network; those relationships do not decide the recommendation. Relevant referral or resale interests are disclosed before a commitment.
Begin with one question.
Signal Triage is a prepared 45-minute working session on Zoom for $375. A high-level description is enough to start.