For family offices
Your own private AI. Your records stay yours.
One view across entities, advisors, documents and email.
Keep it private
Family records in a personal AI account?
Family records in a personal AI account?
Free or paid, it is not your office’s account. What is pasted may be kept, and private family matters leave your control.
Varde™, your office’s private AI
Your own separate environment. Every access logged. Never trained on your data.
Customer list and Q3 numbers
Example file
What people paste in
A personal AI account
Free or paid, signed up by the employee
- No agreement between your company and the AI service
- Settings decide if it is kept or used for training
- Your company cannot see what was shared
- Leaves with the employee when they leave
Illustration. Paying for a personal plan does not make it your company’s. What an AI service does with data depends on the plan and its settings.
Your first pilot
One private, searchable view across one entity’s documents and email.
Conversation
Private, no obligation
Assessment
2 weeks, fixed fee
Pilot
One real need
Every day
Kept current and secure
Is it safe?
Private by design.
Your private environment
Only yours · AWS, United States
Who can see it? Only people you approve, each with their own login and multi-factor sign-in. Every login is logged.
Questions owners ask
Who can see what?
Principal, family and approved staff each have their own login, and each person sees only what they should. Every access is logged.
Do you give investment or tax advice?
No. We organize your information so your advisors can do their work faster. They advise; we keep the records in order.
Where does it run?
In an environment set up only for you, built to the same standards we use for medical practices.
You work with me directly.
Bjorn Forsdal · former NATO officer · 18 years building US companies