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Company

About

We help modern family wealth operate with clearer governance—before informal structures become costly disputes.

Our mission

AKILI Risk Intelligence helps modern family wealth operate with clearer governance—before informal structures become costly disputes.

We believe legacy survives through governance, not assumption. Our platform gives families and the professionals who serve them a structured way to surface risks, align decision frameworks, and act with intention — in one shared system of record.

Our ethos

Governance requires clarity, not assumption.

Wealth grows through investment. Legacy survives through governance.

Families often operate with informal decision structures that work — until they don't.

This assessment identifies governance gaps across succession planning, authority structure, and family decision frameworks so they can be addressed proactively.

What we do

We provide a discreet digital personal risk profile that identifies structural gaps across succession planning, authority, and family decision-making.

Professional firms — wealth advisors, CPAs, estate attorneys, succession planners, and family offices — use the platform to guide clients through a consistent interview, scoring, and recommendation workflow, so governance conversations are evidence-based, not anecdotal.

Who we serve

Professional firms delivering governance intelligence to affluent households — including wealth advisors, CPAs, estate attorneys, succession planners, and family offices.

Multi-generational households and family leadership teams seeking continuity intelligence through their trusted professionals.