West Egg Wealth · Powered by Aegis

The command layer for
complex wealth.

West Egg Wealth delivers institutional-grade protection through Aegis — our proprietary platform unifying portfolio oversight, insurance coverage management, and AI-powered claims intelligence for the world's most sophisticated family offices.

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360°
Coverage Visibility
4
AI Claim Tools
3
Service Tiers
SOC 2
Type II Compliant
The Aegis Platform

Every dimension of
wealth, protected.

Purpose-built for families managing complex, multi-entity portfolios across real estate, private equity, fine art, and beyond.

Portfolio Command Center

Your complete financial picture — every asset class, every entity, every valuation — consolidated into a single dashboard. Real estate, private equity, art, and liquid holdings shown alongside the insurance coverage tied to each.

Insurance Coverage Intelligence

See every policy mapped to the asset it protects. Identify gaps in coverage, upcoming renewals, and mismatched limits before they become costly exposures — across all carriers and all properties in one view.

Proactive Alert Engine

Critical risks surface themselves — expiring coverage, underinsured assets, and policy anomalies are flagged before they require a call to your broker. Your advisors stay ahead of exposure, not behind it.

Secure Document Vault

Every policy declaration, property deed, appraisal, and insurer correspondence in one encrypted repository — organized by asset and entity. When a claim arises, nothing is missing and nothing is scrambled for.

Tailored Access for Every Stakeholder

Family members, trustees, advisors, and counsel each see exactly what's relevant to their role — and nothing more. Beneficiaries review their holdings; advisors manage the full picture. Confidentiality is built into the architecture.

Executive Reporting

Premium spend by carrier, coverage-to-asset ratios, claim velocity, and settlement timelines — presented in a format ready for the family council, the investment committee, or the annual review with your wealth manager.

Claims Intelligence

AI that works as hard
as your advisors.

Exclusive to Private and Institutional clients, Aegis AI turns complex loss events into structured, insurer-ready cases — in hours, not weeks. Less time coordinating. More time recovering.

  • Claim narrative drafting — converts your documentation into a coherent, insurer-ready summary
  • Coverage review — surfaces every applicable policy, sublimit, and potential exclusion gap
  • Correspondence drafting — professional letters to carriers, adjusters, and counsel on demand
  • Settlement analysis — evaluates proposed terms against your policy language and comparable precedents
Access Claims Portal
Active Claims — Hartwell Family Office Live Preview
Greenwich Estate — Water DamageUnder Review
Lancia Stratos — CollisionSettlement Pending
Picasso — Theft / TransitDocumentation
Estimated Recovery Total$2,340,000
A
Aegis AI — I've reviewed the Greenwich claim. Your homeowner policy caps water damage at $500K, but your Umbrella policy may extend coverage to $1.2M. I recommend filing supplemental documentation before the 45-day deadline. Draft letter →
Service Tiers

Scaled to the
complexity of your family.

Foundation

Foundation

$2,500 / month

  • Portfolio & asset registry
  • Policy management & tracking
  • Coverage gap visualization
  • Secure document vault
  • Proactive alert engine
  • AI claims intelligence
  • Correspondence drafting
  • Multi-entity consolidation
Access Portal
Most Popular

Private

$6,500 / month

  • Everything in Foundation
  • AI claims intelligence
  • Narrative & letter drafting
  • Settlement analysis
  • Coverage review AI
  • Unlimited alerts
  • Priority advisor support
  • Multi-entity consolidated view
Access Portal
Enterprise

Institutional

Custom pricing

  • Everything in Private
  • Multi-entity consolidated view
  • Custom access hierarchy
  • Dedicated client success team
  • Uptime SLA guarantee
  • SOC 2 Type II audit access
  • Data & advisor integrations
  • White-glove onboarding
Contact Us
Security & Compliance

Built for families who
require absolute discretion.

West Egg Wealth's Aegis platform was designed from the ground up for the confidentiality requirements of families managing nine-figure wealth. Each client operates in a fully private environment — completely isolated from every other family office on the platform.

SOC 2 Type II
Independent third-party security audit, in progress
Private Client Environments
Your data is completely isolated — no cross-family access, ever
Structured Access Controls
Distinct, confidential views for family members, trustees, and advisors
Bank-Grade Encryption
All documents and data secured with AES-256 encryption at rest and in transit

Your family deserves
clarity, not complexity.

Join the family offices that trust West Egg Wealth and Aegis to protect what matters most.

Access the Client Portal