The operating reality
- The family expects institutional-grade governance, but the office runs on a fraction of institutional headcount.
- Approvals happen in email and key decisions depend on one or two people being available.
- Entity records, minutes and evidence are spread across spreadsheets, inboxes and personal drives.
- Discretion is non-negotiable: information must reach exactly the people entitled to it, and no one else.
What CoreAdmin runs for a family office
Entity records
One golden source for structures, counterparties, roles and statuses that every other workflow keys against, so records can never disagree about who the client is.
Approvals and four-eyes control
Payments and sensitive changes require a second named person by construction, with the sign-off chain recorded automatically.
Board meetings and minutes
Packs assembled in hours, AI-drafted minutes from a recording, and a forward-only approval chain to a signed, versioned record.
Management dashboards
One live view of tasks, approvals and risk across the structures the office administers.
Evidence and audit reports
Every workflow retains its named actions and supporting evidence, so any decision can be reconstructed years later without archaeology.
Access control
Tiered permissions decide who sees what, segregation-of-duties conflicts are defined centrally, and every access change is logged append-only.
How it lands
CoreAdmin starts with the workflow that hurts most, often approvals or entity records, and grows from there. It sits alongside the systems and advisers the office already uses. Every AI-assisted step goes to a named person for decision, and the audit trail is produced as a by-product of the work.
See it against one of your own workflows
Bring a live process to a focused 30-minute session: a distribution approval, an entity record or a board pack.
Also built for: Trust companies Fund administrators Enterprise fiduciaries