AI Intelligence Demo

Adi Dassler
Family Office

Be creative, independent and take responsibility for your actions. Now with an AI analyst handling deal screening, LP queries, and portfolio coordination 24/7.

By the Numbers

ADIFO at a Glance

Open
Architecture Model
100%
Independent & Transparent
24/7
AI Portfolio Coverage
SEC
Registered Advisory
AI Capabilities

What the AI Analyst Handles

Designed around ADIFO's independent, open-architecture model. The AI extends your team without adding headcount.

🔍
Investment Screening
Screens opportunities against your tax-effective, risk-adjusted investment criteria before a human reviews.
👥
Client & Family Queries
Handles routine questions from family members and clients 24/7 without disrupting advisor time.
📈
Portfolio Monitoring
Tracks holdings across custodians, flags anomalies, and surfaces data before reporting deadlines.
📄
Tax Code Research
First-pass research on US and International Tax Code implications for investment decisions.
📋
Reporting Automation
Automates routine reporting requirements across the open-architecture platform.
🛠
Manager Network Coordination
Coordinates communication with your network of industry specialists — status, updates, and follow-ups handled automatically.
Live Activity

AI Activity Feed

Screened alternative investment opportunity — flagged tax efficiency considerations for advisor review
6 minutes ago
Responded to family client query on portfolio allocation
31 minutes ago
Prepared quarterly portfolio summary across all custodians
2 hours ago
Completed first-pass tax research brief on concentrated equity position
4 hours ago
Sent follow-up to manager in specialist network — status on private credit position
Yesterday
Services

ADIFO Service Platform

✓
Wealth Advisory Services
Comprehensive, independent wealth guidance built around the family
✓
Tax, Wealth & Legacy Consulting
US and international tax code optimization across generations
✓
Investment Advisory
Tax-effective, risk-adjusted decisions with open-architecture access
✓
Distinctive Family Office Services
Full-service family office administration and oversight
✓
Custom Wealth Management
Solutions built specifically for each family's objectives and structure
✓
Specialist Network Access
Curated network of industry specialists across disciplines and asset classes
How It Works

Live in Under a Week

01
Discovery Call
Map your current deal flow, client communication patterns, and reporting workflows.
02
AI Configuration
Configure with your investment thesis, tax parameters, client data, and communication preferences.
03
Go Live
AI handles screening, queries, and reporting from day one across your full platform.
04
Expand
Add workflows as you see what the AI can own. Most offices expand scope in the first month.
Location

Sarasota, FL

Address
1990 Main Street, Suite 750
Sarasota, FL 34236
Phone
770-403-1021
Email
A.johnson@adifo.net
Custodian
Apollon Wealth Management (SEC-registered) / J. Alden Associates (FINRA/SIPC)

See the Full System

This demo was built specifically for Adi Dassler Family Office. Want to see what an AI analyst looks like running inside your actual workflow?

Book a 15-Minute Call
AI Analyst — ADIFO
Hi, I'm the AI analyst for Adi Dassler Family Office. I can screen investment opportunities, handle portfolio queries, or assist with reporting. What would you like to know?
Thinking...