Koki

AI platform for family offices.

[Koki @Kokiwealth]

@MrFamilyOffice I know a few CFO/CoS for Family Offices that would like the Aspen gig. It's all based on POV. If you are sitting on a $300-400K CoS or CFO referrals our DM is open bc we are always looking to connect people.

Ironically Colorado is one location we are looking at.

[Koki @Kokiwealth]

Short-term choices are easy.
What matters is understanding how today’s decisions shape what comes next.

[Koki @Kokiwealth]

@McKinsey_MGI Fully agree. AI works best when it enhances human skills. Our focus is freeing up time so private wealth operators can spend more of it with their clients.

[Koki @Kokiwealth]

Geneva sits at a rare intersection: global finance, deep technology, regulation, and diplomacy.

It’s an environment shaped by long-term thinking, discretion, and institutional trust. Exactly the conditions needed to build serious WealthTech for private wealth operators working across generations and jurisdictions.

What this ecosystem offers is not speed for its own sake, but depth: experienced capital, rigorous governance, and a culture that values resilience over hype. In a shifting global landscape, that foundation matters more than ever.

[Koki @Kokiwealth]

@ROLEX @RolexGrandSlam Congratulations Kent!

[Koki @Kokiwealth]

How do we make WealthTech truly serve the people behind the portfolios?

As more firms adopt AI tools, the real question is not automation, but augmentation. The most successful family office and wealth management teams will be those that use technology to strengthen judgment, continuity, and client trust.

A good reminder as we wrap up the week.

[Koki @Kokiwealth]

Valuable perspective from @PictetGroup on how AI will shape the response to demographic change.

Aging workforces, rising complexity and shrinking operational bandwidth will push firms to rethink how technology supports decision-making and continuity.

A timely reminder of the scale of the transition ahead.

[Pictet Group @PictetGroup]

In the news this week: Automation, AI and ageing workforces.
Maria Vassalou, Head of the Pictet Research Institute, explains why developed economies are facing an existential choice – either utilise technology and AI to tackle their demographic changes or do nothing and decline.

[Koki @Kokiwealth]

@omegawatches Beautiful timepiece!

[Koki @Kokiwealth]

Launching the Koki Insight Series.

A monthly deep dive into the ideas, shifts, and innovations shaping private wealth, family offices, and the next generation of WealthTech. From governance and continuity to knowledge systems and operational excellence, we explore how the ecosystem is evolving.

If you work in private wealth and have expertise worth sharing, we’re always open to collaborating with industry insiders.

Enjoy the read.

https://t.co/iLOSZvn6Kx

[Koki @Kokiwealth]

https://t.co/JO7cbGg7aP

[Koki @Kokiwealth]

@Revolut Congratulations!

[Koki @Kokiwealth]

We talk about legacy as if it were something that just happens on its own.

In reality, legacy is operational.
It lives in decisions, documents, relationships, intentions, risk notes, preferences, and the context behind them.

When that information is unstructured, continuity erodes.

Koki records it, structures it, and keeps it durable so it survives leadership changes and generational transitions.

[Koki @Kokiwealth]

The 2025 Julius Baer Family Barometer shows how fast complexity is rising.

More than 80 percent of global families now operate across multiple countries, and one-third hold assets in three or more jurisdictions. Succession, coordination, and continuity become exponentially harder in this environment.

This is exactly the problem space Koki focuses on: helping families preserve and transmit the knowledge that holds everything together.

Report: https://t.co/IglOYnPGJz

@juliusbaer @PwC

[Koki @Kokiwealth]

The new @juliusbaer & @PwC family Barometer 2025 highlights a growing truth.

Complexity is rising across borders, regulation, and family dynamics, and continuity now depends on how well knowledge and context travel between generations.

Koki builds the infrastructure that makes this possible.

[Julius Baer @juliusbaer]

For global families in particular, clarity is often sought among the chaos of today's world.

➡️ In our Family Barometer 2025, in collaboration with PwC Switzerland, we explore how families are managing to build a legacy among regulatory upheaval, geopolitical uncertainty, and technological disruption: https://t.co/2bnB3s2kvx

#WealthPlanning

[Mr Family Office @MrFamilyOffice]

what's happening in family offices as the next generation takes the reins

[Koki @Kokiwealth]

FOs, MFOs and Wealth Managers - what’s your biggest time sink in day-to-day operations?

[Koki @Kokiwealth]

Koki turns your collective knowledge into working intelligence that powers better decisions, faster handovers, and smoother operations.

[Koki @Kokiwealth]

@MoonOverlord Sure what are you interested in?

[Koki @Kokiwealth]

@MrFamilyOffice Great open rate! Keep up the great work!

[Koki @Kokiwealth]

As the operator of a family office, you deal with a wide span of constituents, from your wealth manager to your family council or concierge service.

Not everyone needs access to the same knowledge or data.

That is where selective sharing comes in.

It allows you to share what is needed, and only what is needed.

It reduces risk, protects privacy, and keeps everyone productive.

Koki helps families share knowledge with clarity and control.