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Sovereign AI for Family Offices

Your data stays yours. Your AI runs on your terms.

Sovereign AI gives family offices the intelligence of frontier models without surrendering control of their most sensitive data. Open-source LLMs, private infrastructure, and complete auditability — built for the standards that govern your office.

What sovereign AI means

Closed AI models are powerful. They are also a significant risk surface for family offices.

When you send documents, portfolio data, or private communications to a third-party AI service, you lose control of where that data goes, how it is stored, and who can access it. For a family office operating under fiduciary duty, in multiple jurisdictions, with clients who expect absolute discretion — that is not an acceptable trade-off.

Sovereign AI is a different architecture. Open-source language models run on infrastructure you control — either on-premises hardware or a private hosted cloud. Your data never leaves your environment. You get the analytical power of modern AI without the exposure.

Private infrastructure for family office AI

What does sovereign AI for family offices look like?

Email & calendar

Portfolio data

Documents

Market feeds

Voice & meetings

Accounting

Ingestion & sync

OCR · transcription · parsing

Memory

Vector + structured stores

Local LLM

Hosted on our own hardware or a private cloud.

Agents & tools

Workflows, actions, MCP

Audit & compliance

Frontier AI APIs

Claude, GPT, Gemini

PII sanitisation

Strip before sending

Banking & custody

External comms

Threat monitoring

A sovereign AI architecture is built from open-source components that your team owns, audits, and controls at every layer.

1

Local LLMs on your own hardware

State-of-the-art open-source language models that run entirely on your infrastructure. Several local open weight models are capable of complex reasoning, document analysis, and structured output — without a single token leaving your environment.

2

Vector knowledge bases

Semantic search across your office's proprietary knowledge — documents, reports, emails, meeting notes, portfolio commentary. Your knowledge base is the foundation that makes AI genuinely useful for your specific context, not just general queries.

3

MCP agents and workflow automation

Model Context Protocol (MCP) agents connect your local LLM to internal tools, databases, and workflows. Investment memo drafting, document classification, compliance checks, meeting preparation — all orchestrated by agents that operate within your defined governance boundaries.

4

Audit trail and compliance logging

Every AI interaction is logged, timestamped, and attributable. You maintain a complete record of what was asked, what was generated, and who authorised it. This is not optional plumbing — it is the governance layer that makes sovereign AI compatible with fiduciary duty and regulatory expectations.

5

Governed outbound gateway

When frontier models (Claude, GPT, Gemini) are appropriate for a task, a PII sanitisation layer strips sensitive identifiers before any data leaves your environment. You get the best of both worlds: local-first intelligence with selective, controlled access to external capabilities.

Each layer is selected for performance, auditability, and the absence of vendor lock-in.

Sovereign AI is not a single configuration. The right architecture depends on your office's jurisdiction, existing infrastructure, and risk tolerance.

On-Premises Hardware

Maximum control

AI inference runs on dedicated hardware located within your office or a co-location facility you control. No cloud dependency. Suitable for offices with existing IT infrastructure, high-security requirements, or jurisdictions with strict data residency mandates.

Hardware selection, server configuration, network isolation, on-site model deployment, staff training.

Private Hosted Cloud

Managed infrastructure

A dedicated cloud environment — on AWS, Azure, or GCP — with no shared tenancy. Your models run in a virtual private cloud with private endpoints, encrypted storage, and no public internet exposure. Managed by Simple or your preferred cloud partner.

VPC configuration, private endpoints, model deployment, automated updates, 24/7 monitoring, 99.9% SLA.

Hybrid Architecture

Flexible by design

Sensitive data and primary inference run locally. Secondary workloads, backup systems, or lower-sensitivity tasks route to a private cloud layer. A governed gateway manages what moves between environments. Optimal for larger offices with distributed operations.

Architecture design, data classification framework, gateway configuration, policy enforcement, cross-environment orchestration.

Not sure which model fits your office? That is exactly what our initial assessment is designed to answer.

Talk to our team

The questions family offices ask most often before committing to a sovereign AI architecture.

For most family office use cases — document analysis, meeting summarisation, research synthesis, structured reporting — modern open-source models perform at or very close to frontier model quality. In some specialised tasks, they can be fine-tuned on your data to significantly outperform general-purpose commercial models. The gap that remains is most pronounced for highly complex, open-ended reasoning tasks, where a governed outbound gateway to frontier models covers the shortfall.

With on-premises deployment, your data never leaves your physical infrastructure. With private hosted cloud, your data sits in a dedicated environment with no shared tenancy, encrypted at rest and in transit, accessible only through private network endpoints. Simple operates as a processor under your data governance policy, not as a data controller. You retain full ownership and audit rights.

Data residency requirements, GDPR and equivalent privacy regimes, and fiduciary obligations all constrain how family office data can be processed. Sovereign AI satisfies data residency requirements by keeping data within defined geographic boundaries. It provides a complete audit trail for regulatory reporting. And it removes the risk of sensitive client or portfolio data appearing in a third-party model's training pipeline — a growing concern with closed commercial providers.

The honest answer is that sovereign AI requires meaningful upfront investment — in hardware or cloud infrastructure, in deployment and configuration, and in ongoing maintenance. For offices running high volumes of AI workloads, the total cost of ownership over three to five years is typically competitive with or lower than commercial API costs. For smaller offices, private hosted cloud models significantly reduce the infrastructure barrier. We provide a detailed cost modelling exercise as part of every initial assessment.

The open-source ecosystem is specifically designed to avoid lock-in. Because your infrastructure, your knowledge base, and your agent workflows are all built on open standards, changing the underlying LLM is a configuration decision, not a migration project. New models are released regularly — Gemma, Llama, and Qwen all release updated versions several times per year — and upgrading is a managed operation, not a vendor negotiation.

A private hosted cloud deployment can be operational within four to eight weeks from initial assessment to production. On-premises deployments depend on hardware procurement and physical installation, typically taking eight to sixteen weeks. Both timelines include model selection, data pipeline configuration, agent workflow design, governance framework setup, and staff training. Simple manages the full deployment process.

Simple has assessed more than 120 family offices across 50+ countries on AI readiness, data governance, and technology infrastructure. Sovereign AI deployments draw on that depth of institutional knowledge.

120+

AI readiness assessments completed

50+

Jurisdictions covered

99.9%

Uptime SLA on hosted deployments

0

Data breaches across all deployments

"The ability to run AI on our own infrastructure, with a complete audit trail, changed the conversation with our compliance team entirely. It moved from a theoretical risk discussion to a practical implementation."

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CTO, Multi-Family Office

"We evaluated all the major closed providers. The data residency requirements alone ruled them out for our jurisdiction. Simple's sovereign architecture was the only path that worked."

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COO, Single Family Office

Your data stays yours. Let's build it.

A private conversation about your office's AI readiness, data governance requirements, and the architecture that fits your situation. No pitch, no obligation.