Joaquin is one of the agents inside your Sales & Growth stack. Owns family office liaison workflows top-to-bottom, with explicit guardrails and a daily activity report you can audit any time.
Two weeks into your workspace, Joaquin writes like you. After 30 days, Joaquin routes work the way your best human family office relations would. After 90 days, half your team has forgotten Joaquin is an agent.
Compared to a human family office relations (typically $810+/month all-in), Joaquin runs at $27/month with a 99.9% uptime SLA and full audit retention.





