Atrium Private Family Office

Your wealth team.
Always on.
Never forgetting.

Six dedicated AI agents, working 24/7 under your human advisor's hand. One household. A relationship that never resets.

Meet your team
Anna Marchetti · $4.8M household · since Feb 2024
An introduction

A word from your Chief Compliance Officer.

Hover to listen. Chris signs every quarterly audit trail for this household.

Chris Davenport
Chief Compliance Officer · CRD 318442
Hover to listen
The Wealth Room

Talk to anyone, anytime.
They remember everything.

Your team is here.

A Session in Progress

Pick up where you left off. Always.

Every conversation is captured. Every memory traces forward into the next decision.

Live · Marcus · session 09:12 Sentiment brief · Q2
Marcus Avery
Sentiment & Comms Lead
Live transcript Auto-captured · Searchable
09:02Anna, three names on your sheet had material sentiment shifts this week.
09:05UNH first — the post-print reaction is negative, and the buy-side notes have started to echo it.
09:08Reads as payer pressure, not a fundamentals miss. I wouldn't trim. But you should hear it.
09:10ADBE is the one I'm more cautious on. Guidance language softened, and the analyst day is in three weeks.
09:11COST is the positive one. Traffic data is strong heading into July, and the membership renewal print supports it.
09:12Nothing here changes the portfolio. But this is what you should hear in your own voice before Friday's call.
The Interface

Behind every conversation, a working office.

Memory, documents, drift, decisions — every artefact your team produces is filed, versioned, and waiting where you'd expect to find it.

atrium.private / households / marchetti

Review queue

Marchetti household · Today
Awaiting review
12
+3 since 9:00
Approved · 7d
47
avg 11s per decision
Drift signals
3
2 muni · 1 alt sleeve
AgentSummaryQueue ageState
Evelyn Stevenson
Risk Manager
Rebalance proposal · trim EM equity 1.8%, add IG corp 1.2%.
04m
Review
Aria Langford
Estate Architect
Smith Anderson trust redlines · §4(b), §7 flagged for client eyes.
11m
Review
Nadia Morgan
Cash & Liquidity
Rolled $480k into 13-week T-bill ladder at 5.18%. Receipt attached.
28m
Executed
Marcus Avery
Sentiment & Comms
Earnings sentiment shift on three holdings · UNH, ADBE, COST.
42m
Review
Adrian Mercer
Value · Buffett
Berkshire 13F overlap · 4 names with portfolio. Notes attached.
1h 06m
Read & file
Chris Davenport
Compliance
Quarterly audit trail signed · 23 actions, 0 flagged.
2h 14m
Signed
01 / Review Queue

Approve fifty in fifteen minutes.

Every agent output ladders into one queue. Keyboard-first triage. Brass means "needs you" — everything else is logged and out of the way.

View detail →
Rebalance proposal
Evelyn · trim EM 1.8%, add IG 1.2%
04m
Trust redlines · §4(b), §7
Aria · Smith Anderson returned this morning
11m
T-bill ladder rolled · $480k
Nadia · 13wk at 5.18%
28m
02 / Memory Timeline

What was said, decided, and why — for as long as you've been here.

Every conversation, every approval, every contextual fact lives on one continuous spine. Search by topic, by agent, or by life event.

View detail →
Mar 14
Spendthrift clause confirmed
Aria · trust §4(b) language locked with counsel
Apr 02
Vermont property cash need · Q4 '26
Anna · noted during quarterly review
May 09
EM equity drift threshold breached
Evelyn · +1.8% over policy band
May 13
Smith Anderson returned redlines
Aria · §4(b), §7 flagged for review
03 / Documents

Filed where your team can find them. Not in your inbox.

Trust drafts, statements, K-1s, counsel correspondence — versioned, named consistently, and linked to the conversation that produced them.

View detail →
Marchetti · 2026 Trust Amendment v3.pdf
Aria · 11m ago · DRAFT
Q2 Drift Memo.pdf
Evelyn · this morning · FOR REVIEW
T-Bill Ladder Receipt 240513.pdf
Nadia · 28m ago · EXECUTED
Compliance Q1 Audit Trail.pdf
Chris · 2h ago · SIGNED
04 / Settings

Your guardrails. Always honored. Never re-asked.

Approval thresholds, drift bands, cash floors, and who speaks for whom — set once with your advisor and held by the system across every session.

View detail →
Drift band · equities±2.0%
Cash floor$120,000
Approval required above$50,000
Quiet hours22:00 – 07:00 ET
Spouse copy on estate
For the Advisor

Built for the advisor's review, not their absence.

Every agent output is queued for human sign-off. Approve fifty in fifteen minutes. Full audit trail on every decision.

Review queue

12 awaiting Marchetti household
JK navigate A approve E edit S send back
Evelyn Stevenson Risk Manager for Anna Marchetti04m in queue
Rebalance proposal ready. EM equity drifted +1.8% past policy band over the past 11 sessions. Trim VWO by $86k, add VCIT by $58k. Tax-lot harvest preserves $4,200 in carryforward.
Aria Langford Estate Architect for Anna Marchetti11m in queue
Counsel returned redlines on the 2026 trust amendment. §4(b) spendthrift language matches our March position; §7 narrows trustee discretion on the Vermont property — recommends pushback before client review.
Marcus Avery Sentiment & Comms for Anna Marchetti42m in queue
Sentiment shifts flagged on UNH (negative, post-print), ADBE (negative, guidance), and COST (positive, traffic). No price-action recommendation — surfaces for context heading into Friday's call.
Adrian Mercer Value · Buffett for Anna Marchetti1h 06m in queue
Berkshire's Q1 13F shows 4 overlapping names with the Marchetti portfolio (AAPL, KO, AXP, MCO). None at material variance; CHTR exit noted, no parallel position to consider.
Atrium Private Family Office

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Ready when you are.

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Atrium Private Family Office
A vertical of [RIA Partner Name] · SEC-registered · CRD 318442