Financial advisor
See the household beyond the portfolio.
Bring businesses, trusts, property, and family priorities into preparation for the next planning conversation.
Explore household toolsFor financial professionals
A family office behind your advice.
Your clients have businesses, property, trusts, and people depending on them. X1 brings that picture into the work you do for them.
AI family-office software for your practice. Start with a prepared review for one important client decision.
Tell us about one case. We’ll discuss the scope and next steps before work begins. No client login required.
Avery householdYour practice
Alex & Morgan · Harbor Works LLC · Avery Family Trust
Meeting notes, operating agreement, and estate summary
Prepared reviewExample
Walk into the next meeting with the whole picture.
Business sale discussion · Prepared for your review
What would the proceeds need to support?
Family spending and plans · Meeting notes
Who owns the interest being sold?
Confirm with counsel · Ownership records
What does the CPA need before estimating tax?
Sale terms and basis · Open question
Inspect X1’s saved document reading and suggested filing from a fictional distribution policy, with its source and actual app screen.
Inspect a saved document exampleFrom an X1 customer
“I'm building my virtual family office on X1. It's what I wished existed when I started advising families twenty years ago.”
Garrett Gunderson
Author of Killing Sacred Cows. Paying X1 customer.
The work between specialists
The work between specialists is part of the service.
A client's business sale may change their tax plan, estate plan, and investment decisions. Each specialist sees a part. Someone still has to bring it together.
X1 is building an AI family office around that whole picture. For your practice, it starts with better preparation: relevant context, source-backed questions, and a clear next conversation. Compatible AI assistants can also use information your practice is authorized to access through the X1 connection. Setup and available actions depend on the assistant and your plan.
Arrive prepared.
Bring the meeting notes, household records, and open questions into one review. Spend the conversation on what matters to the client.
Bring in the right judgment.
Prepare a focused question for the CPA, attorney, or insurance professional, with the context they need to answer it.
Carry the answer forward.
Keep confirmed outcomes with the household, so the next review can build on what was settled.
One household. Many desks.
Every desk sees a piece.
One household, nine things it owns or owes, four professionals. Pick a desk to see what is on it, and what happens because of what is not.
Nobody is doing anything wrong. Each professional is working from the piece they were handed. X1 keeps the connections in one record the household owns, and shares with you what the household chooses.
Fictional household
Harbor Works LLC
Operating agreement
2025 K-1
From Harbor Works
Q3 tax estimate
Due Sep 15
2024 tax return
Filed in April
Cedar Property LLC
Rental, units A and B
Avery Family Trust
Signed 2019
Term life policy
Meant to fund the trust
Family brokerage
Joint account
The house
Deed and homeowner’s policy
Prepared for the next decision
Start the meeting at the decision.
Walk in already knowing what is due, what X1 could support, and where professional judgment is still needed.
X1 connects each coming obligation to its source, responsible household entity, and available evidence. Missing information stays visible, so your team can begin with the question instead of another document chase.
Household Readiness
The next 90 days, with the household behind them.
Fictional example
Avery household
Within 30 days
Decision neededFund IV capital call
The notice names the date, but the household record has two possible investment entities. X1 leaves the responsibility open instead of guessing.
- Source
- Fund IV notice · Due in 18 days
- Household responsibility
- Responsible entity needs confirmation
For your review
Confirm the investing entity with the household before reviewing funding.
Dates from records you addedMissing information stays visible. X1 does not move money or contact a professional for you.
Illustrative example only. Your firm reviews the sources, confirms the household facts, and applies its own professional judgment before acting or communicating with a client.
Carry the answer forward
The next meeting should start further ahead.
Once your team records a professional's answer, keep it with the household. The next review can build on what the family and its professionals have already established.
CPA reply · Harbor Works sale
“To estimate the tax, I need the purchase records and the latest sale terms.”
Your team records the request with the household.
Since that conversation, Alex has supplied the purchase records. The sale terms are still outstanding.
Avery household · Next reviewFor your team's review
Pick up where the work left off.
- Purchase records received
- Added by your team for the CPA to review.
- Sale terms still needed
- Confirm who will provide the latest draft and when.
- Tax estimate remains open
- The CPA's request and the received records are together for the next conversation.
Prepared from saved household context. Your team reviews the next steps.
The work in your practice
Different expertise. The same household.
Use X1 in your own practice, and bring other professionals into the specific work that needs them. Each person keeps their professional responsibility.
CPA or tax professional
Put the return in the context of the family.
Review the tax material alongside the household's entities and open questions, with sources to check before giving your answer.
Explore tax reviewEstate attorney
Connect the documents to the people they affect.
Prepare a review of estate documents and the questions that need your legal judgment, with relevant household context close at hand.
Explore estate reviewInsurance professional
Review protection in the household's context.
Bring policy details, ownership, and the family's questions together before discussing coverage or a change.
Explore working with source materialAn invitation to family offices
Already running a family office?
We’re looking for family-office teams to help shape what X1 does next. Bring one recurring piece of work in your office. Let’s see what we can build together.
We’ll look at what X1 can support today and what we could build around your team, the families you serve, and the professionals you work with.
Talk with Mat about a design partnershipMat Silverstein Founder, X1
What keeps landing back on your desk?
Reconciling conflicting household records.
Following up with outside professionals.
Carrying decisions into the next review.
Start with the work. Shape the software around it.
Start with one household
Start with the client meeting already on your calendar.
See whether the work is useful on one real household before changing how your practice runs.
Discuss a one-household pilot- 1
Choose the decision.
An upcoming review, a business sale, an inheritance, or an ownership question. Tell us what your team needs to prepare.
- 2
Bring what your team already has.
Use the notes, records, and context your firm is authorized to work with. The first internal case does not require a new client account or CRM migration.
- 3
Review the work together.
Check the sources, refine the questions, and decide what belongs in the client conversation. Your firm approves its client-facing work.
Room for your practice to grow
Build from one household to your practice.
Start with an assisted pilot. When you are ready to use X1 across your clients, choose the plan that fits your team.
Advisor Pro
1 professional seat
10 client households
$499/month
Choose Advisor ProTeam
3 professional seats
18 client households
$899/month
Choose TeamPractice
5 professional seats
30 client households
$1,499/month
Choose PracticeAdditional households: $50 per household/month
Additional seats: $149 per seat/month
Family Office households and larger firms
The existing Family Office household add-on is $249 per household/month. Discuss the ongoing coordination and continuity requirements with us before choosing it.
A household invited you?
You do not need a paid practice plan to open shared work.
Questions worth asking
Your judgment. Your client relationship.
X1 prepares and organizes the work. You decide what it means and what to recommend.
How X1 protects informationWhen a household joins, it controls its record and professional access.
What is X1 for a professional practice?
X1 is AI family-office software for working with complex client households. Use the client records you are authorized to access to prepare a review, identify unanswered questions, and organize work with the family’s other professionals. X1 is building toward an office that adapts its ongoing work to each household as circumstances change.
Does my client need to sign up first?
No. Your first internal case can use material your firm already holds and is authorized to use. Your client does not need an X1 login, and a CRM migration is not required. If the household later joins X1, it controls its own record and professional access.
Who reviews the work before a client sees it?
For advisor-led work, your firm reviews and approves its client-facing deliverable. X1 helps prepare the work; your professional judgment remains yours. X1 does not trade, move money, or make legal, tax, investment, or insurance decisions for your clients.
Can I keep my firm's relationship with the client?
Yes. Begin with internal preparation and present the work through your existing client relationship. Firm-branded delivery can identify your firm and disclosures, with X1 identified as the technology provider. An ongoing household account is a separate step when it adds value.
Is invited access the same as a paid practice plan?
No. A household or authorized organization can invite you to shared work without requiring your firm to buy a practice plan. Invited access is limited to what was shared. Practice plans are for preparing and managing work across your own authorized client households.
Is the complete adaptive family office available today?
X1's broader ambition is an office whose work adapts to each family over time. Today, begin with a specific review or client decision and the supported workflows for that case. We will walk through the available capabilities and limits with you before expanding the engagement.