Who we serve
For firms built
on trust.
Different mandates. A shared need for discretion. We work around the responsibilities, relationships and information that define your practice.
01 / Private enterprise
Single & multi-family offices.
Institutional memory spans people, generations and entities. A private knowledge environment can help authorised staff find the right records, prepare reports and preserve context while maintaining separation between family mandates.
Explore the perspective02 / Private enterprise
Private wealth practices.
Investment research, client reporting and internal committee work benefit from careful document retrieval and consistent review. We build the technology around the practice; investment decisions and regulated advice remain with its qualified professionals.
Explore the perspective03 / Private enterprise
Corporate services & fiduciaries.
Complex entity structures create complex information boundaries. Permission-aware document systems, controlled collaboration and clear retention workflows help a practice organise records across clients, entities and advisers.
Explore the perspective04 / Private enterprise
Private legal practices.
Confidentiality begins with the matter file. Private retrieval and drafting workflows can support document comparison and research, with matter-level access, traceable sources and professional review before any advice leaves the firm.
Explore the perspective05 / Private enterprise
Superyacht & aviation brokerages.
A transaction can bring owners, representatives, advisers and counterparties into the same document process. Defined data-room roles, staged disclosure and a controlled relationship record help protect continuity and discretion.
Explore the perspective06 / Private enterprise
Relationship-led private firms.
For firms whose reputation depends on trust, a considered institutional presence and a private relationship system can support a more coherent experience. Each engagement begins with the specific work and information involved.
Explore the perspectiveWhere we fit.
We fit firms that hold confidential information, want control over where it lives and who can reach it, and will name an internal owner for each system after handover. We can work alongside an existing IT provider, or take on secure IT and ongoing stewardship under a retainer. The engagement sets out which.
We are the wrong choice for regulated financial, investment, tax or legal advice, for volume advertising or bulk outreach, and for investor or transaction brokerage. We build the technology. Professional judgement stays with your firm and its advisers. Who is accountable for a family office’s AI.
If you are unsure, send a two-line description to contact@desgarde.com, and we will tell you whether the work fits. Security & ownership principles.