AI for the office behind the principal.
Family offices need frontier capability without a vendor-shaped operating model. ogram foundation configures Claude and Codex around the office's own documents, mandates, and discretion.
One required field. We respond through a controlled channel.
Claude and Codex, made operational.
Frontier platforms are already in the hands of serious professionals. ogram foundation turns that informal use into a configured operating perimeter.
Claude
Structured use for long documents, client material, diligence packs, correspondence, and professional memoranda.
Codex
Firm-specific automations, data preparation, workflow tools, and controlled access to internal systems.
Principal work, committee work, portfolio work.
The diagnostic identifies repeatable work where AI can help without weakening confidentiality, governance, or investment discipline.
Investment memos
Source-grounded memos for direct deals, funds, real assets, and private markets.
Manager diligence
Structured review of pitch decks, DDQs, track records, and reference material.
Governance packs
Board and family council materials prepared with clear source boundaries.
Portfolio updates
Recurring summaries across managers, companies, assets, and open questions.
Document review
Careful synthesis of legal, tax, banking, and investment documents.
Built around the office's document perimeter.
The integration is shaped around the office's actual custody of information, not a generic SaaS connector list.
Document vaults
Mandates, investment records, legal documents, and sensitive family-office files.
Portfolio reporting
Manager reports, capital-account statements, asset summaries, and review packs.
Board packs
Governance material, meeting papers, resolutions, and decision histories.
Data rooms
Deal documents, DDQs, side letters, and manager materials.
Email / calendar
Meeting context, follow-up material, and controlled briefing preparation.
The legal and technical perimeter comes first.
The campaign promise is not generic adoption. It is adoption under a defensible operating model: DPA, retention policy, residency, auditability, and source boundaries mapped before scale.
DPA path
The data-processing position is clarified before production use, with firm obligations reflected in the engagement.
ZDR policy
Zero-retention requirements are mapped at platform and workflow level before sensitive work is introduced.
Model portability
Claude and Codex are integrated without making the firm dependent on a single provider or closed workflow.
Start with a family-office diagnostic.
A controlled review of documents, governance rhythms, data boundaries, and where AI can safely enter the work.
Request diagnostic
One required field. We respond through a controlled channel.