AI to automate onboarding in offshore fiduciary firms._

Built inside the systems your firm already uses. Compliance-grade. Shipped fast.

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BVI · Cayman · Mauritius · Jersey · Guernsey · US PTC Jurisdictions
Case Study · Mauritius Fiduciary

Take-on emails: 40–60 minutes → 4–7 minutes.

~90%
Reduction in drafting time on the target workflow.
< 1 wk
Phase One delivered end-to-end.
6 mo
Retainer extended across committee and distributions work.

Built inside Claude Enterprise and Microsoft 365. No new platforms. No data leaving the firm's tenant.

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Selected Work

Examples from active and completed engagements.

Client Take-On

Mauritius fiduciary firm. Take-on email drafting reduced from 40–60 min to 4–7 min.

Committee Work

Mauritius retainer. CDD pack and source-of-wealth narrative into draft committee proposal, in house format.

Distributions

Letter of Request, Trustee Resolution, Vouchers from a single client request.

File Reviews & Adjacent

Periodic file reviews, KYC refresh, regulatory correspondence — engagements actively scoping.

Engagements are scoped to the workflows where AI earns its keep in your firm. The list is illustrative, not exhaustive.

How engagements are structured →
Start Here

A free implementation plan, with a working POC.

We automate one of your manual tasks in a short sprint — at no cost — and hand back a written plan for what comes next.

01 · Send us what you have

Public collateral + two short voice notes via WhatsApp. No kickoff call.

02 · One working session

We meet once to build the POC against one named workflow.

03 · Plan + working POC

A written implementation plan for the next 90 days, plus a POC running in your environment.

Who this is for

15+ staff. Trust company, fund administrator, or family office. Operating in one of the six jurisdictions. Claude Enterprise or Microsoft 365 already in your environment, or willingness to enable. One named workflow you'd want to evaluate. Two senior people involved (typically MD + Compliance Officer or Ops Lead).

Request your implementation plan + POC →
Security & Governance

Built for firms that take their fiduciary duty seriously.

We deploy inside infrastructure that's already certified to the standards your IT and compliance teams audit against — and inside permission boundaries you already control.

Anthropic Certifications

SOC 2 Type II. ISO 27001:2022. ISO 42001:2023 (AI management systems). HIPAA-ready with BAA available on Enterprise.

Data Stays in Your Tenant

Documents are read in place via Anthropic's MCP connector. Not copied. Not cached. Not used to train models.

Your Permissions, Enforced

Claude inherits each user's existing Microsoft 365 permissions. If a junior can't see a folder today, Claude can't either.

Audit Logs on Demand

Continuous record of user actions, file access, and authentication events. Forensic retrieval via the Compliance API.

We don't ask for write access. We don't ask for banking permissions. We don't ask for anything your IT function shouldn't already control.

Read the full security & governance brief →

The intersection most consultants miss.

Fiduciary Fluency

Reads trust deeds, knows TVs from Letters of Wishes, understands what a Global Business Company is.

AI at the Build Layer

Five years building with frontier LLMs. API and console level. Production deployments since 2023.

Most AI consultants don't read trust deeds. Most fiduciary professionals don't build with AI. We do both.

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