Self-hosted family office engine: typed Python calculators, a private SQLite ledger, and specialist agents for Claude Code and Codex. Agents propose. Typed code computes.
Reusable AI skills, prompts, and workflow templates for lean family offices, RIAs, and wealth operators. Read-only, human-in-the-loop, non-advisory.
Open Claude Skill for B2B/B2G founders entering the GCC — Saudi, UAE, Qatar, Bahrain, Kuwait, Oman. Families, sovereign funds, soft-landing, procurement, localization.
Self-hostable, real-time family-office OS — server-enforced RBAC over businesses, cash, markets, property, succession and staff, with an AI ajudan (Asisten). Next.js 16 · React 19 · Convex · @convex-dev/auth · Tailwind v4. Fictional showcase data.
Your family office just hired an agent. Open-source skills that give AI agents real financial work, durable X1 context, and a hard stop before money moves.
Unified wealth intelligence platform for UHNW individuals and family offices — multi-asset aggregation, tax optimization, succession planning
📊 Track global M&A deals in real-time, filter by country and sector, and stay informed for smarter investment decisions.
Track Real-Time Mergers and Acquisitions Dealflow Across Markets
“孙割同款”中文关键财务决策 Skill：区分“付得起”与“该不该做”，覆盖赠与、投资、担保、房产、婚姻财产、生育医疗与家族办公室治理。
Secure digital estate planning and wealth transfer platform — document vault, AI estate assistant, and beneficiary management
Antevo for Claude — Executive, Trademark, Wealth and Mandates connections with 25 skills. Public where it can be, OAuth where it's personal.
Bubble OPS loop — console (cockpit) + dept scaffolding + deploy. VPS is the canonical clone; deploy = git pull on Morty.
Caso de seguridad convergente para un family office: SGSI ISO/IEC 27001, validador en Python, herramienta de IA y su gobernanza ISO/IEC 42001, sobre un mismo escenario ficticio con metodología real.
彤鼎集团（香港）有限公司 · 境外上市与跨境资本运作 · tdgroup.hk
A written operating system for a wealth-management practice serving families with $30M to several hundred million as their personal CFO — a guided primer and a 38-procedure playbook.
Interactive portfolio intelligence dashboard for alternative investment managers — 3D fund interconnection graph, performance monitoring, and AI signal tracking
Scale your B2B or B2G startup into GCC markets with this Claude Skill for region-specific strategy, economic insights, and project briefings.
Antevo's four remote MCP servers — markets and world risk, trademarks, your household and your firm's client book. Two need no account.
Bubble Cabinet — Docker-packaged agentic loop for on-prem deployment. One command install, zero data leaves the box.
Journal of AI-assisted workflow experiments for family office, wealth management, and private banking operations using Claude Code and related tooling.
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