Compliance that respects the discretion family offices demand.

Rook supports Single and Multi-Family Offices with the controls and reporting required to maintain s.13O / s.13U incentives and meet evolving MAS expectations.

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What family offices actually need

s.13O / s.13U attestations

Local business spend tracker

Investment professional headcount log

AML/CFT manual for family entities

KYC refresh cycle automation

Underlying entity risk register

Board minutes templates

Confidentiality controls

Built with privacy in mind

No raw KYC or financial statements stored in our systems. Only the metadata and AI-generated text required to maintain your audit trail.

Ready to own your compliance?

Join the waitlist to help shape the platform and lock in founding-member pricing at launch.

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Launching early–mid 2027. No credit card. No commitment.