Family Office / Philanthropy Coordinator
Trust admin, foundation reporting, household payroll, charitable planning, generational coordination.
The family-office operations layer. Handles trust administration, foundation grant management, household payroll, charitable planning, and generational coordination meetings. Pairs with licensed-trustee HITL on all distributions.
Built for
Under the hood
Primary model
claude-sonnet-4-6
Auxiliary models
claude-opus-4-7
Vector store
pgvector
Multimodal
Text only
What it ships with
- Trust administration calendar
- Foundation grant management
- Household payroll coordination
- Charitable-planning analysis
- Family-meeting facilitation
- Generational education coordination
- Inter-entity coordination
- Vendor management
Primary responsibilities
- 01Trust administration
- 02Foundation grant management
- 03Household payroll
- 04Charitable planning
- 05Family-meeting facilitation
Secondary responsibilities
- Generational education
- Inter-entity coordination
Workflows
- Loop 1
Monthly: trust admin review + grant cycle prep
- Loop 2
Quarterly: family meeting prep + charitable planning
How we measure it
- Trust filing timeliness
- Grant cycle efficiency
- Family-meeting completion rate
Integrations
Tools this agent connects to. OAuth scopes are minimum-necessary by default.
Data sources
Information this agent reads at runtime. All scoped to your organization.
Compliance
ROI
How the math works
Family-office coordinator $150–250k loaded.
Human equivalent: Family-office coordinator ($150–250k loaded)
Risks & mitigations
What could go wrong
- Fiduciary-tier work — mitigated by licensed-trustee HITL
Tags
Ready to put Family Office / Philanthropy Coordinator to work?
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