The way a CRM organizes a business around its customers, Amara organizes a family office around its people — beneficiaries, advisors, vendors, and every relationship between them. Not a system you open once a quarter. One you live in.
Statements and net worth are the easy part — most tools solve that today. The harder, unsolved part is everything else: who's coordinating the villa deposit, whether last week's ask actually got handled, what happens when the person who remembers the answer is on a plane. Left long enough, an unanswered ask stops being an oversight and starts being a small breach of trust.
The line between what's allowed and what's actually been spent — blurrier, more often, than anyone would like to admit.
The ask nobody ever confirmed was finished — sitting in a thread, a voicemail, or someone's mental to-do list.
The reason behind a decision, living in one person's head instead of anywhere the next person can find it.
Family, advisors, vendors and staff — related correctly, once, the way a CRM knows a customer, not a folder that merely mentions one.
Not just the year-end review. A question, a request, a small thing handled before anyone has to chase it — daily use, not occasional access.
Every answer, every access and every decision is attributable. When a principal, auditor or regulator asks "why," the office already has the answer.
We keep most of what Amara actually does for a real conversation, not a webpage. Here's a taste of what's inside.
Every person your family touches — related correctly, once, not re-typed into six different systems.
Ask it what you'd ask a trusted assistant — by voice or by text. Amara's AI answers from your own data, or knows exactly who should.
The documents you currently email, text, or hand over in person. Somewhere better, finally.
One shared view of what the family owns together — before two people book the same weekend.
For the asks that aren't a transaction, and don't belong in anyone's inbox.
The renewal, the deadline, the thing about to slip — surfaced before it becomes a problem.
Principals, controllers and advisors working across entities, jurisdictions and generations.
A private mobile experience for principals, a working portal for the office — an AI-native core underneath both.
Isolation, access control and audit practices designed for the scrutiny family offices are already used to.
We call it Legacy Relationship Management — think of it as the operating system for the relationship, not just the portfolio. We're working closely with a handful of family offices to shape it before wider release. If that sounds like your office, we'd like to talk.
