A premium family office network runs on six functions: curate, distribute, diligence, allocate, report and monetise. Each one has to preserve trust and the white-glove experience while scaling with the network.
Reuben AI is the technology partner to a signed 2,000-client family office network, and this is the operating model that model runs on.
The six functions
Curate
Approvals-based matching against each family's mandate token.
Distribute
Branded teasers, member portal, indication capture on the record.
Diligence
Embedded diligence rooms, structured verdicts, reviewer attribution.
Allocate
Rule-based allocation with a defensible audit trail.
Report
Principal packs, council packs and trustee packs from one data layer.
Monetise
Syndication fees, sleeve carry and value-add services as network revenue lines.
Curate
Each member family carries a mandate token. Objectives, exclusions, asset allocation targets, thematic priorities and impact preferences all sit on the token. Every incoming opportunity is screened against every mandate before the operator sees it. Curation stops being a bottleneck in a single head.
Distribute
Teasers, intake forms and the member portal render in the network's identity. Indications of interest are captured on the deal record itself, timestamped and permissioned. The white-glove signal remains, without the manual assembly.
Diligence
Diligence rooms are embedded in the deal record. Multiple reviewers submit independent structured verdicts. The audit trail is complete. See multi-expert triangulation for the mechanics.
Allocate
Allocation rules run against captured indications. Pro-rata, tier-based, first-come or hybrid, executed the same way every time with a defensible record. Co-invest wiring is documented in the co-investment vehicle workflow.
See the operating model live
Walk through curation, distribution, diligence and allocation in a network-branded workspace.
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The principal pack, the family council pack and the external trustee pack all come from the same underlying record. Position-level exposure, fees, AI involvement and decision provenance included. See the transaction infrastructure guide for the reporting layer.
Monetise
Syndication fees on curated co-invest allocations. Sleeve carry captured on the deal record. Value-add services delivered as network services and priced accordingly. Structured economics without breaking the trust layer.
Everything, in your identity
Your brand on the front. Reuben AI on the back. Portal, memos, teasers and principal packs render in your network's identity.
See it against your network
Bring one family or one co-invest into a network-branded workspace and see the operating model live.
Book a Demo