Seven specialist minds. Complete financial context. A single counsel for every dimension of complex private wealth — built for families who have outgrown the tools available to them.
Limited to qualified families. We'll respond personally.
We'll be in touch as Achates moves toward launch.
Thank you for your interest.
Your tax attorney restructured your position in Q3. Your estate counsel is still working from the trust document filed two years ago. Your investment manager moved the portfolio last week — unaware of the liquidity obligation due in 90 days. Your accounting team is assembling a picture from twelve separate systems. Everyone is doing their job. No one has the full picture.
This isn't a failure of advisors. It's a structural problem — and it's endemic to every family that has grown beyond a certain complexity. The more sophisticated your wealth, the more fragmented your intelligence becomes. Decisions get made in the dark between the silos.
What's been missing isn't more advisors, more software, or more meetings. It's a single intelligence that holds everything — and can reason across all of it at once.
Achates was built to be that intelligence.
Each agent holds deep domain knowledge. Each sees your complete financial context. When a question touches more than one domain — which most do — they consult each other before answering. This is what a unified family office actually looks like.
These aren't features. They're the conditions under which Achates was designed — and under which it will always operate.
"Ever at his side was faithful Achates — through every shift of fortune, counsel and companion."
In Virgil's Aeneid, fidus Achates — faithful Achates — is the trusted companion who never leaves Aeneas's side. Not a servant. Not an advisor retained for a single matter. A counsel who holds the full arc of the journey, present at every decision, steady through every complication.
That is the relationship Achates is built to provide. Not a tool you open when you need it. An intelligence that is always current, always complete, and always by your side.
We're building Achates alongside a small founding cohort. Spaces are allocated personally. If you believe this is for you, we'd like to hear from you.