Koki
@Kokiwealth
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AI platform for knowledge management and client intelligence. Built for family offices and wealth managers.
Switzerland/USA
Joined July 2025
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,
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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
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.
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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
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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
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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
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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
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
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what's happening in family offices as the next generation takes the reins
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FOs, MFOs and Wealth Managers - what’s your biggest time sink in day-to-day operations?
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Koki turns your collective knowledge into working intelligence that powers better decisions, faster handovers, and smoother operations.
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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
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There’s a moment in every family office when someone says quietly, “Only Sarah knew that.” And Sarah’s gone. That’s the sound of continuity breaking, not with a crash, but a whisper. We’re building Koki so that context and trust don’t disappear with people.
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Every generation had its vault. For some it was for gold, for others, paper. Today it is for knowledge and trusted relationships. Koki is that vault. Discreet. Encrypted. Built for continuity. Because soft capital deserves the same protection as financial capital.
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UBS’s latest Global Family Office Report shows that family offices are becoming more professional. Most now run annual budgets (60%, up 11% year on year) and track financial performance (69%). Our research with family offices in Europe and the US shows the same pattern.
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If you advise family offices on cyber security, drop me a DM
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Good governance isn’t just about rules or structures. It’s about the people who make them work. In family offices and family-run businesses, trust and communication matter more than any document. When those fade, even the best governance system fails. At Koki, we’re building a
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Last week, we spoke about how fragile soft capital can be. When key people leave, organizations lose more than experience. They lose the relationships that make things work. The quiet knowledge of who to call, who to trust, and who delivers often disappears with them. Research
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