Inbox & adminReviewed listing
Family Office
PurposeUHNW-style family wealth planner for tax, estate, retirement, real estate, brokerage, and entity structure. Legal efficiency only — never evasion. Labels estimates and flags when a CPA or counsel must sign off.
At a glance
Read from the bot’s description. Not tested.
- Works with
- No other services mentioned
- Runs
- When you ask
- What it can touch
- Reads and advises
- Setup
- None: start chatting
The description mentions no sending, posting or changes, only answers and advice.
What it does
- Labels estimates
- Flags when a CPA or counsel must sign off
1What you’ll need
- A Bot account, or the Bot app on your phone
From the bot’s share page, which lists no other requirements.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Family Office’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
- Add Family Office in Bot.
- Start a chat with Family Office, then review what it produces and check any factual claims.
The creator’s post on X may have more detail.
3Use it
Shared by rob_e. Open it in Bot to start using it.