Platform

Six capabilities. One platform.

Everything your family office needs — from portfolio intelligence to governance — integrated and AI-powered.

01

AI Portfolio Construction

Automated allocation, rebalancing, and optimization across public and private markets with custom constraints and risk parameters.

  • Multi-asset optimization with custom constraints
  • Automated rebalancing across entities and custodians
  • Tax-aware portfolio construction
  • Risk factor decomposition and scenario analysis
  • Integration with private market commitments
02

Consolidated Reporting

Real-time views across all custodians, entities, and asset classes in one unified dashboard with institutional-grade data quality.

  • Multi-custodian data aggregation in real time
  • Entity-level and consolidated performance attribution
  • Custom report builder with scheduling
  • Interactive dashboards with drill-down capability
  • Automated data reconciliation across sources
03

Tax & Estate Optimization

AI-powered tax-loss harvesting, Roth conversions, charitable strategies, and estate plan modeling across all entities.

  • Continuous tax-loss harvesting across accounts
  • Multi-year tax projection and planning
  • Estate plan modeling with trust structures
  • Charitable giving optimization (DAF, CRT, CLT)
  • Generation-skipping transfer planning
04

Alternative Investments

Curated PE, VC, real estate, and hedge fund deal flow with institutional due diligence and J-curve tracking.

  • Deal pipeline and commitment tracking
  • Capital call and distribution management
  • J-curve and IRR modeling by vintage
  • Co-investment opportunity evaluation
  • Manager due diligence and monitoring
05

AI Assistant

Ask questions about your portfolio in plain English. Get context-aware answers with data visualizations instantly.

  • Natural language portfolio querying
  • Automated insight generation and alerts
  • Context-aware data visualizations
  • Document intelligence and extraction
  • Multi-turn conversations with memory
06

Family Governance

Multi-generational dashboards, succession workflows, family meeting tools, and secure document vault.

  • Role-based access with generational views
  • Succession planning and workflow automation
  • Family meeting agenda and voting tools
  • Secure document vault with version history
  • Education and next-gen engagement modules
See It In Action

Ready to explore the platform?

Schedule a private demo to see how Mesh can transform your family office operations.

Schedule a Consultation →