An AI agent for family offices

For owners drowning in manual work

It handles the work.
You make the decisions.

Aldine handles whatever you throw at it. Emails, briefings, research, scheduling, reports. Just ask and it gets to work.

We build simple automations that cut busywork, speed up sales, and keep operations smooth.

Book a demo

What Aldine does

Everything your family office needs to run smoothly

Good morning. Here's your Tuesday:
· 3 emails need your attention
· Board call with the Hartmann family at 14:00
· Q3 portfolio report is ready for your review

Send the report to the family and confirm the call

Morning Briefings

Aldine checks your emails, calendar, and tasks every morning and sends you a clear summary of what matters most before your day starts.

Hi Lazar! How can I help you today?

Send the report to the family and confirm the call

Morning Briefings

Aldine checks your emails, calendar, and tasks every morning and sends you a clear summary of what matters most before your day starts.

14 new emails sorted by priority
2 flagged for your attention
Draft reply to Wenger ready for review
Low-priority emails summarized

Email Triage

It reads your inbox, flags what's urgent, drafts replies, and filters out the noise so you only deal with what actually needs you.

14 new emails sorted by priority
2 flagged for your attention
Draft reply to Wenger ready for review
Low-priority emails summarized

Email Triage

It reads your inbox, flags what's urgent, drafts replies, and filters out the noise so you only deal with what actually needs you.

What's our exposure to real estate?

Scanning funds and documents

CHF 12.4M across 3 vehicles

Instant Research

Ask Aldine about any contact, deal, or document. It pulls from everything in your operation and gets you an answer in seconds.

"Schedule lunch with Thomas"

One message. That's it.

Aldine finds the best time

Checks both calendars.

Booked and confirmed

Meeting set, restaurant reserved.

Scheduling

It books meetings, sorts out conflicts, and sends reminders so you never have to chase people down.

Prepare Q3 portfolio update for the family

Generate

Quarterly report

Investment memo

Board deck

Reports & Presentations

Investor updates, portfolio summaries, decks, memos. Aldine puts them together from your data, formatted and ready to go.

How it works

Up and running in three steps

Simple four-step flow, everything clear.

Book a discovery call

We learn how your office operates, what tools you use, and where the biggest time sinks are.

Book a discovery call

We learn how your office operates, what tools you use, and where the biggest time sinks are.

We build your Aldine

A custom AI agent trained on your workflows and your way of working. It runs on a dedicated machine — your files, your memory, completely isolated. We integrate it with the tools you already use so Aldine fits into your operation, not the other way around.

Aldine starts working

Morning briefings from day one. Your dedicated Aldine builds memory over time by learning your contacts, preferences, and workflows.

Aldine starts working

Morning briefings from day one. Your dedicated Aldine builds memory over time by learning your contacts, preferences, and workflows.

Why Aldine

ChatGPT answers questions.
Aldine runs your office.

General AI tools

You copy-paste data into a chat every time you need something

It only knows what you tell it and not what's in your systems

You still do all the actual work yourself

Nothing is connected to your real systems

Aldine

Connected to your email, calendar, documents, and the tools you already use

Keeps a living memory of your operations, contacts, and preferences

Acts on your behalf, not just gives you answers

Works inside your real systems, not in a separate chat window

Common questions

Frequently Asked Questions

How long does setup take?

In most cases it is possible make it up and running in 2 weeks. We handle the integrations, configuration, and training so you don't have to.

Can I control what Aldine can and can't do?

Yes. You set the boundaries. Aldine can draft emails without sending, flag things for approval, or act autonomously, whatever you're comfortable with.

Where is my data stored?

Your Aldine runs on a dedicated machine, separate from all other clients. Your files and data are never shared or mixed with anyone else.

Who has access to my information?

Only you and the people you authorize. We don't access your data unless it is needed to provide support.

What tools does Aldine connect to?

Email, calendar, documents, contacts, and most tools your office already uses. We'll map this out together during onboarding.