A family office runs on a handful of people carrying the workload of an institution: research, diligence, reporting, compliance, operations. The Serra Family Office Fleet is a personalised set of AI agents built to run for one office and absorb that load, so a lean team moves at the pace of a much larger one.
What the agents do
The agents do the work the office already does, faster and without dropping the thread. Each is shaped to how the family actually operates, not a template.
- Scans the market and surfaces what matters.
- Runs first-pass diligence on inbound deals and flags the red lines.
- Assembles reporting from the underlying data, not the version typed into a slide.
- Handles the compliance sweep and the back-office grind that eats a principal’s week.
Governance is the point
Every agent runs under the Regulator Test, and a named human owns every output before it counts. Nothing is discretionary. The principal keeps every decision. Client data stays contained, and every step is reconstructable if anyone asks.
It’s built for family offices and lean UHNW offices that want institutional output without hiring an institution, and without handing control or confidentiality to a black box. Serra designs the operating model; the office keeps the wheel.
The Fleet is an operational and technology-advisory capability, vendor-neutral, and requires no specific tool. It is not investment advice.