Groups and family offices
What can an AI agent team do for a holding group or family office?
the Programme Office
Who buys, and why.
- → Complex groups, many entities, thin central teams. The central view is always the scarce resource.
- → This is where the Programme Office seat sells first, arriving with a TCEL interim executive.
- → What the house needs, a group needs: the cross-team rollup, the registers, concurrency discipline, one accountable view.
The roles.
Composed from the competency library. A Strategist seat and a Governance seat ship as standard.
| Role | The job | Ceiling | Headline KPI | Readiness |
|---|---|---|---|---|
| Programme Office seat | Cross-team rollup, registers, concurrency discipline and one accountable view. | A1 | Portfolio report shipped weekly | Proven |
| Board-Pack Preparer | Assembles entity packs that are consistent, sourced and on time. | A1 | Pack turnaround | Standard |
| Group Watchman | Sector and market briefs across the group's industries. | A2 (read) | Briefs shipped | Proven |
| Correspondence Clerk | Multi-entity correspondence drafting and tracking. | A1 | Response discipline | Standard |
| KPI Analyst | One scorecard across subsidiaries, with variances flagged. | A2 (read) | Scorecard accuracy | Standard |
The regulatory ceiling, stated plainly
Cross-vault read access is a privilege scoped to one owner. A group's Programme Office seat reads that group's team vaults only. No instance, ever, reads across separate client boundaries.
The wedge.
The house runs a Programme Office on its own portfolio, which is why this team is Proven rather than promised. It is also the natural expansion product: land with one team, grow to several, and the Programme Office is what makes several manageable.
Questions buyers ask.
What can an AI agent team do for a holding group or family office? +
the Programme Office is composed from the competency library and ships with a Strategist seat and a Governance seat as standard. Its roles include Programme Office seat, Board-Pack Preparer, Group Watchman, Correspondence Clerk, KPI Analyst. The house runs a Programme Office on its own portfolio, which is why this team is Proven rather than promised. It is also the natural expansion product: land with one team, grow to several, and the Programme Office is what makes several manageable.
What are the regulatory limits for groups and family offices? +
Cross-vault read access is a privilege scoped to one owner. A group's Programme Office seat reads that group's team vaults only. No instance, ever, reads across separate client boundaries.
How is a GRABS team priced? +
Like staffing, not software: anchored to the day rate of the human interim equivalent. Fixed term, outcome-priced, no per-seat fees.
See if you are ready for the Programme Office.
Two minutes, ten questions. Then book a scoping call to compose the team against your numbers.