How it works

Assess. Analyze. Act.

Structured intake across up to ten modular risk domains — scoped and weighted per engagement — with prioritized recommendations for family offices, RIAs, and the households they serve.

  1. 1

    Assess

    Clients complete a guided profile. Family offices and RIAs choose which domains are in scope — and can customize domains and questions to their methodology — then manage intake from one workspace.

  2. 2

    Analyze

    Scores across active risk domains surface succession, authority, cyber, tax, and continuity gaps.

  3. 3

    Act

    Structured recommendations help practices and families address risks before they escalate.

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Platform output

Governance intelligence at a glance

A sample household report from a multi-domain engagement — composite scoring, maturity across the platform catalog, and prioritized risks advisors can review with clients.

Sample report
Chen Family Office
Assessment completeMar 12, 2026142 questions · 8 of 10 risk domains in scope

Governance resilience

73/ 100

Moderate risk

Aggregate maturity 2.2 / 3 · scored across active risk domains

Active risk domain breakdown

8 risk domains selected for this engagement from the platform catalog.

Governance & Decision-Making

67

Maturity 2.0 / 3

Cyber & Digital Security

80

Maturity 2.4 / 3

Physical Security

70

Maturity 2.1 / 3

Protection & Risk Transfer

73

Maturity 2.2 / 3

Reputation & Social Risk

70

Maturity 2.1 / 3

Liquidity & Cash Management

77

Maturity 2.3 / 3

Tax Exposure

63

Maturity 1.9 / 3

Estate & Succession

53

Maturity 1.6 / 3 · Advisor focus area

Risk domain coverage

All platform risk domains — active domains scored, inactive domains marked not in scope for this firm-configured engagement.

2550756780707370776353GovernanceCyberPhysicalInsuranceGeographic · N/AReputationLiquidityTaxEstateAI Risk · N/A

Priority remediations

  • High risk
    Estate & Succession

    No defined succession triggers

    Leadership transition criteria are informal — no documented events or timelines that would activate a handoff plan.

  • High risk
    Governance & Decision-Making

    Informal authority structure

    Major spending and investment decisions route through one family member without a shared decision framework.

  • Medium risk
    Governance & Decision-Making

    Undocumented governance framework

    Family council practices exist but are not captured in a charter reviewed within the last 24 months.

Recommended next step

Facilitate a succession planning workshop with the family council — prioritize trigger definitions and authority documentation.

Illustrative sample. Actual output reflects each household's responses, your firm's domain selection, custom questions, and methodology settings.

How it works

Assess. Analyze. Act.

A straightforward workflow — from structured intake to practice-ready guidance.

  1. 1

    Assess

    Clients complete a guided profile. Family offices and RIAs choose which domains are in scope — and can customize domains and questions to their methodology — then manage intake from one workspace.

  2. 2

    Analyze

    Scores and risk domain-level insights surface succession, authority, tax, and continuity gaps.

  3. 3

    Act

    Structured recommendations help practices address household risks before they escalate.

Who it's for

One platform for offices and wealth practices.

AKILI gives family offices, RIAs, and broker-dealers a shared system of record for household governance risk — discreet for clients, structured for professional delivery.

Built for

  • Family offices

    Standardize governance and continuity risk across the family enterprise and its principals.

  • RIAs & wealth managers

    Productize personal risk reviews beyond portfolio planning.

  • Broker-dealers

    Deliver a consistent risk methodology across private-client teams and branches.

  • Estate & succession partners

    Evidence-based succession and authority assessment alongside the advisory team.

Why practices trust AKILI

  • Private by design

    Encrypted responses, practice-controlled visibility.

  • Structured methodology

    Governed risk domains — not a generic survey.

  • Your domains, your questions

    Customize risk domains and assessment questions to match how your practice defines risk — not a one-size survey.

  • Action-oriented

    Prioritized risks and tailored recommendations.

Pricing

Modular tiers that grow with your practice

Four module tiers from structured assessments through portfolio analytics — compare what's included before you subscribe.

From $149 /mo

Essentials

Assessment + Reports + Client Plan

Structured assessment and client deliverables

  • 10 risk domain assessments, PDF reports & action plans
  • Client pipeline, invitations & deliverables

Professional

Advisor customization + Enterprise overlays

Your methodology, your firm's voice

  • Everything in Essentials
  • Custom methodology, intake & assessment content

Business

Implementation tracking + milestones

Accountable implementation progress

  • Everything in Professional
  • Implementation stages & milestone checkpoints

Intelligence

Continuous monitoring + reassessments + analytics

Ongoing monitoring and portfolio insight

  • Everything in Business
  • Portfolio analytics & risk heat-map dashboard
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