One upcoming meeting

Start with one real household.

Share the notes, documents, and context your team already has. X1 prepares a clear review of what changed, what is missing, and what needs a decision before the meeting.

Choose a meeting or decision

Start with an upcoming review, transition, prospect meeting, or planning question that matters now.

Share the existing context

Send the notes, transcript, documents, and context your firm is already authorized to use.

Review the prepared work

Your team decides whether the review stays internal, is presented in the meeting, or is shared under your firm's brand.

Clear scope

One household. One decision context. No client account. No CRM migration. No commitment to a practice-wide rollout.

One real client situation

Start a Family Office Desk case

Tell us what is happening and when it matters. You do not need to name the household yet.

First name

Last name

Work email

Phone (optional)

Firm name

Primary role

The case

What is happening?

When is the meeting or decision?

Exact date (optional)

What needs to be understood before the meeting?

Describe the question, uncertainty, or decision that deserves meeting time.

What context does your team already have?

Who can approve the prepared review?

For advisor-led work, an authorized person at the firm approves anything client-facing.

Anything else we should know? (optional)

Do not include account numbers, Social Security numbers, passwords, or client names in this form. We will establish the secure handoff after confirming the case.