Vector Summit is the AI-operated back-office for single-family offices, multi-family offices, and private wealth advisors. Not general AI consulting. Not another portal to log into. An operated service that runs the work your team stops doing the day we start.
We operate the back-office that private wealth teams need but can't buy off the shelf. Purpose-built AI workflows that handle the monthly close, multi-entity reconciliation, the live liquidity view, direct deal administration, capital calls, K-1 orchestration, and the dozens of small artifacts a principal sees each quarter — delivered as an operated service, not a login.
We're not here to sell "AI transformation" or leave a PowerPoint deck on someone's desk. We're here to take over the monthly close, make the liquidity view live on the principal's phone, and make the first two weeks of every month stop being consumed by reconciliation. The hours your team recovers pay for the engagement several times over.
The offices we serve are single-family offices, multi-family offices, and UHNW-focused private wealth advisors — serious operators running assets across multiple custodians, entities, and jurisdictions who want institutional-grade operations without a twelve-person back-office or a seven-figure software contract. We keep the roster small on purpose. It's the only way to operate a back-office at this standard.
We don't advise offices on what to build. We operate it. The close runs. The numbers show up finished. The principal opens one view and knows what they own.— Vector Summit
Four commitments that shape every system we build and every engagement we run.
In private wealth, one wrong number on the principal's dashboard damages the trust that made the engagement possible. Every figure we output is sourced, reconciled, and tied back to a custodian statement — line by line, defensible at the next family meeting and at year-end with the tax team. Non-negotiable.
Software vendors sell logins. Consulting firms sell recommendations. We sell the outcome. The close runs. The reconciliations clear. The liquidity view updates. Your team stops opening spreadsheets.
Private wealth balance sheets don't belong in someone else's training data. Our systems are read-only, locally scoped, with no data retention and no credential storage. The principal's numbers leave the same way they came in.
We understand multi-entity structures, grantor trusts, K-1 flow-through, capital call mechanics, and the reality of reporting across 6–20 custodians. We know the difference between an SMA and a direct, and why the principal's view has to tie out to the penny — before it goes live on their phone.
Every engagement starts with Core Operations — the monthly close and the live liquidity view. Once the numbers tie and the principal trusts what they're seeing on their phone, we expand into the rest of the back-office — the workflows that consume the rest of your team's month.
No new vendor. No new portal. No twelve-month rollout. One relationship with one point of contact, moving at the pace the principal expects.
Monthly close, multi-custodian reconciliation, multi-entity roll-up, K-1 intake, and the live liquidity view. The two things the principal asks for most — operated end-to-end.
Capital calls and distributions, direct deal admin, tax-package assembly, document management. The work that consumes the rest of your team's month — operated, not advised on.
Live views of liquidity, positions, exposure, and upcoming calls — surfaced in a format the principal can open on their phone without asking anyone.