ASHFORD FAMILY OFFICE Home
SAMPLE FAMILY

Good evening, Elena

Everything your family owns, what's due, and what your agents did today.

MORNING BRIEFING · FROM FAMAI

Net worth is $61.8M, up 0.4% this week. Three actions need you, the most urgent a $310,000 capital call due 18 November. The Zurich bond coupon landed overnight, and the Austin rents all arrived on time.

Net worth

Your world

DAY/NIGHT NOW · CLICK A HOLDING
DaylightNight

Allocation

BY ASSET CLASS

Coming up

Your agents today

    Holdings

    Every account, entity, trust and asset on your Family Graph. Click one to see its agent, documents and next obligation.

    Values reconciled today at 06:00 UTC

    Approvals

    Each action is drafted by an agent with its evidence attached. Nothing moves until you decide, and A3 actions also need Marcus.

    Waiting for you

    Recently decided

    LAST 7 DAYS

    Vault

    Every document your family owns, read by the Documents agent. Terms and dates are pulled out and put on your calendar.

    Calendar

    Every deadline across your holdings: payments, filings, renewals and meetings. Famai reminds you before each one.

    Selected day

    October 2026 family report

    Written by the Reporting agent on 1 November, from reconciled data.

    Net worth ended October at $61.5M, up $0.9M on September, driven by the public portfolio in Ashford Holdings and a revaluation of founder equity. Cash out was $118K, 6% under plan. Two items need attention: the Miami HOA fee rose 12%, and Nordic Venture Fund III issued capital call #7 for $310,000, due 18 November.

    Cash out by month

    ALL HOLDINGS · USD
    Cash out

    October spending

    $118K TOTAL

    Agents & autonomy

    You decide how far each agent may go. A0 reads, A1 drafts, A2 acts within the policies below, A3 acts only after two of you approve.

    Autonomy by agent

    APPLIES TO EVERY HOLDING

    Policies

    FOR A2 ACTIONS
    Pay known bills automatically up to$1,000
    Cooling-off for new payees
    Second approver for A3
    Quiet hours for notifications
    Voice approvals in the car

    Never delegated

    Choosing investments, changing allocations, and giving legal or tax opinions stay with your licensed advisers. Agents prepare the facts for them.

    Adviser Room

    Give your professionals a live, scoped view of exactly what they need. Click a scope to turn it on or off. Every change is logged.

    Requests

    Family & access

    Who in the family can see and approve what.

    Members

    Roles

    PrincipalSees everything, approves everything, sets autonomy
    Co-principalSees everything, second approver on A3
    Next generationSees what's shared, learns, can't approve
    ViewerRead-only reports

    Plan & billing

    A flat subscription, never a share of your assets.

    Plans

    Usage this month

    Invoices

    PAID BY BANK TRANSFER

    Security & connections

    How Famai reaches your institutions, and who's signed in. Agents never hold your bank credentials.

    Connected institutions

    Sign-in

    Two-step verificationOn · passkey
    Data regionUS
    Support accessOFF

    Support access lets the Famai team see your account for 72 hours to fix a problem. It's logged and you can end it any time.

    Active sessions

    ESC

    Ask Famai

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