AI Workspace for Family Offices and Private Wealth.
Consolidate the custodian statements for ⟨PERSON_1⟩.
Transfer the distribution to ⟨IBAN_1⟩ this week.
Send the quarterly report to ⟨EMAIL_1⟩.
Review the shareholders’ agreement for ⟨ORG_1⟩.
Call the trustee on ⟨PHONE_1⟩ before the council meets.
EU hostingStored in the European Union under the GDPR.
Swiss FADPSwiss data protection duties covered alongside.
No training, everA binding no-training instruction on every request.
Statements from a dozen custodians, re-keyed into one spreadsheet by hand. The work stays manual because the alternative means showing the family’s positions to somebody.
Discretion is the mandate
A family office exists so that the family’s affairs stay in one room. A consumer AI tool is another room, run by somebody else.
Data used for training
Free chatbots may keep what your team pastes in, and a beneficiary’s statement or a trust deed is not a thing to meet again in somebody else’s answer.
Zero process visibility
No record of what left the office, which model received it, what was masked, or under which rule. Nothing to show the principal who asks.
Every leading model, behind privacy infrastructure built in Switzerland for the family’s affairs
Mask sensitive family and financial data before it leaves. Family members, entities, trustees, IBANs, account details and other confidential information are replaced before the request reaches the AI model, then restored in the answer.
Every model, one subscription. GPT, Claude, Gemini and Mistral in one workspace. Use the model you want, or let Auto pick the best one for consolidation, reporting, deal review and everyday work.
AI that works with you. Hand Cedreon a piece of work, not only a question. Consolidate a dozen custodian statements, compare two mandates or summarise a co-investment deck, behind the same vault.
The whole office on one account, under rules the family sets
Custom Guardrails
Set rules for what the office may share with a model. Mark a family entity, a trust or a beneficiary once and it stays hidden in every later chat. No member can loosen the office’s rules.
Regions locked
One switch restricts the whole office to models built and run in Europe, for the family that asks where its affairs are processed.
Check the list, then send
Attach a custodian statement, a trust deed or a term sheet and Cedreon lists every value it will hide. Add any it missed, then send.
Organisation account
One admin console for the whole office: add advisers, accountants and staff, set the rules and the models once, and share the documents everyone works from. Conversations stay each member’s own.
Seats on one invoice
Buy seats once. Invite the office with a personal link; access activates on first sign-in. No IT project, no rollout.
Every exchange on a ledger
What was sent, what was hidden and under which rule, on a record that cannot be edited after the fact.
Which AI models can I use?
GPT, Claude, Gemini and Mistral, on one subscription and one invoice. Choose per conversation, or let Cedreon choose for you.
What exactly gets masked?
Names, family entities, trustees, IBANs, card and account numbers, addresses and references, plus anything your own rules add. Values are replaced before the request leaves us and restored in your answer. Detection is layered and best-effort: checksum patterns first, then a name recogniser that runs on our own servers.
Is our data used for training?
No. Every request carries an explicit no-training instruction, and the obligation is contractually binding on each provider we route to. How long a provider holds a request in its own operational logs is a separate question and varies by model.
Where is our data stored?
Your conversations, documents and audit chain are stored encrypted by Cedreon and never leave it in the clear. For the model itself, an organisation can lock its workspace to models built and processed in the EU.
How does billing work?
Seats, once, on one invoice for the whole office. Every model is included, and new ones join your subscription as they ship. You start on a free allowance.
Can we see what the model actually received?
Yes. Every exchange lands on an append-only ledger: what was sent, what was hidden, and by which rule. When the family asks what left the office, that is the answer.
How do we get started?
Create a free account and confirm your email address, then try it on a real mandate: consolidate a set of statements, summarise a deed or draft a note for the council. When you are ready, your admin buys seats and hands out access with a personal invitation link.
Is Cedreon only for family offices?
No. Cedreon is built for anyone working with sensitive information, and in private wealth that includes single and multi-family offices, trustees, fiduciaries and their advisers.
Ready to use AI on a real mandate?
Join offices across Switzerland and Europe using Cedreon to work with the leading models without exposing the family’s affairs. Free to start.