Evolving Intelligence's private wealth preservation B2B platform guides organizational advisors with family intergenerational wealth insight to effectively plan and manage high net worth family's evolving multi-jurisdictional assets. Advisors can collaborate with AI for document insight, functional analysis, initiating communication tasks, recommending advisor roles to manage risks, tax analysis, fund allocation towards commitments, and alternative investments.+ The platform provides family Advisors with the ability to plan, manage, and track asset ownership transfer status across multi-jurisdictionally structured entities such as Holding Company, Operational Company, Trust, Foundation, Charitable Organizations, and Estate distributions to beneficiaries. + By consolidating Client, Asset, Trust, and Estate documents and data, the platform provides insight for Client Managers to effectively onboard clients and to proactively engage and collaborate with internal and external advisors. + Through AI, the platform augments Client Advisory role by verifying asset transfer risks to jurisdictional entities, tasks to mitigate these risks, and recommends engaging expert advisors to manage these asset transfer risks. + The platforms offers internal and external jurisdictionally licensed advisors a venue to collaborate during the asset transfer process, while automating specific tasks. + Supported by EI Fiduciary Service Agents, the platform automates and guides through various asset management, trust contributions and distributions, and estate settlement related fiduciary services. + Provides secure collaboration between trusted and licensed advisory experts and custodian institutions while communicating with owners, beneficiaries, and fiduciary stakeholders. + The EI Fiduciary Service Agents also provide governance, controls, consent audit around various processes with the ability to trace asset beneficial ownership managed across various entities.