Hireframe · AI teams, deployedA small office for a big family. Now with an AI team.
Several generations, entities and jurisdictions, and a team of two or three people. The AI team keeps track of everything and prepares the files, while the family keeps control.
9 jobs taken off your desk.
Each one runs on its own schedule or on request, and ends with a draft for your approval.
Consolidated wealth view
Every bank, entity and currency in one view, updated as statements arrive.
Capital calls and distributions
Reads notices from private equity and real estate funds, checks the cash available and prepares the transfer instruction.
Tax documents in every country
Collects annual tax statements from banks and funds in each jurisdiction and tracks what is still missing.
Family meeting packs
Prepares the agenda, the wealth summary and the decisions to take, the day before the meeting.
Entity and document vault
Keeps track of company documents, trust deeds, signatories and renewal dates.
Bills and recurring payments
Collects invoices sent to the office, matches them to budgets and prepares payment batches.
Olim and cross-border files
For families moving to Israel: gathers the documents needed for the end of the reporting exemption and for foreign accounts.
Next-generation reporting
Simple, regular summaries for younger family members, in plain language.
Service provider follow-up
Chases lawyers, accountants and banks on open requests so nothing stays stuck.
Four documents in. One consolidated view out.
Three banks, two languages, a capital call. See the consolidated view and the four alerts a junior would have missed: surtax headroom, cash shortfall for a capital call, a fee above the mandate and an expiring passport.
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Managing portfolios for clients?
Statements, client reports, KYC, market briefings and regulatory records.
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A person, not a ticket queue.
Background in private banking and business analysis, in Tel Aviv. I see every day how much of a professional's time goes into statements, reminders and re-typing, and how little into the work clients actually pay for.
Hireframe is the service I wanted to exist: Geta.Team AI employees set up properly for your trade, and one person who knows your setup, meets you every month and answers when something breaks.
"The AI prepares. You decide. I make sure it keeps working."Book 30 minutes with Dan
See it on your own work.
A 30-minute call, then a 30-day pilot on one real task. You measure the hours saved.