AI built around each family.
Help your team understand each family, explore their goals and prepare for the next conversation. Seb brings family context, financial sources and specialist AI together in one workspace.
See the family wealth workspace in action · 1:35
From scattered context to useful work
Important context lives across accounts, documents and meeting notes. Bring your sources into a family workspace, so Seb can help your team explore the question with the relevant information in view.
Make the next review easier to prepare
Ask Seb to review a family’s goals and highlight what needs attention. Bring the context and specialist input into a prepared brief your team can check, refine and use for the next conversation.
Explore the question
Ask about the family’s position, goals or priorities in a natural conversation.
Prepare the document
Bring the relevant context into a draft brief or document for the next meeting.
Keep your team in control
Review the detail, confirm what matters and decide which next steps to take.
Specialist AI. Shared family context.
Different questions call for different strengths. Seb supports a choice of large language models within the same family workspace. We’re also developing our own custom model for family wealth, built around the needs of the teams and families we serve.