Value Priorities
See what matters most to each family member.
- Security, autonomy, status, compassion
- Fairness vs mercy instincts
- Legacy continuity vs flexibility
Capture your clients'
decision DNA.
Wealth transfers fail because values aren't transferred with them. Twin maps your client's moral framework onto a digital vector, securing your firm's role as the guardian of their legacy.
Trusted by modern firms
Family OfficesWealth Managers
Decision 12/55
"Your 22-year-old child wants to marry someone you deeply distrust. Do you intervene financially?"
The Choice
Voice Explanation
Gen 3Active Heir
Use Cases
What advisors can learn at a glance
Twin turns 50 high-stakes decisions and voice explanations into a practical signal layer for family planning, governance, and retention conversations.
Inputs
Choices + Voice
Outputs
Vectors + Summaries
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Decision Style Under Stress
Understand how people reason in high-stakes moments.
- Risk-averse vs risk-tolerant posture
- Rules-first vs context-first reasoning
- Short-term relief vs long-term planning
Conflict Hotspots
Spot predictable disagreements before they escalate.
- Transparency and control expectations
- Trust/distribution timing preferences
- Fairness vs equality disputes
Operator / Co-trustee / Support
Family Governance Fit
Identify who should lead, co-decide, or be supported.
- Operator / co-trustee fit signals
- Readiness signals (thoughtful, rigid, collaborative)
- Who may need more education before transitions
Cited response summary
Voice-Based Nuance
Use explanations to add context behind each swipe.
- Nuance, confidence/hesitation, and context
- Language patterns (duty, fear, loyalty, ambition)
- Better RAG summaries with cited reasoning
Next framing
Advisor Playbook
Frame planning conversations so recommendations land.
- Direct vs diplomatic; data vs relational framing
- Planning priorities: preservation, philanthropy, privacy
- Advisor engagement strategy + retention follow-up
Operator / Co-trustee / Support
Intergenerational Alignment
See where parents and next-gen align or diverge.
- Parent vs next-gen value alignment
- Divergence by topic or scenario
- Legacy asset and control tension
Wealth Transfer Signals
Support estate and distribution planning with clearer signals.
- Legacy vs liquidity orientation
- Trust/distribution guardrail preferences
- Values-based rationale to reduce disputes
Cited response summary
Transition Readiness
Identify who needs more support before responsibilities shift.
- Beneficiary education needs
- Behavioral signals (not diagnosis)
- Citable reasoning for family summaries
The "Soul" Architecture
We don't just record answers. We map the client's mind onto a vector space using established psychological frameworks.
01
Value Vectoring
Maps decisions to Schwartz’s 12 motivational values (e.g., Benevolence vs. Power).
02
Logic Decoding
Analyzes the "Why" behind the "What" to capture moral complexity.
03
Voice Ingestion
Captures acoustic prosody to clone the authentic "advisor voice" of the matriarch/patriarch.
04
Frictionless Input
Tinder-style mechanics replace 20 hours of interviews with 15 minutes of play.
Hawthorne Family Trust
BenevolenceHigh
94.2
StimulationLow
Risk Averse
Prefers security over novelty.
Value Consensus Map (Schwartz)
Dominant Latent
Query the Hawthorne moral framework...
From Intuition to Algorithm
Our proprietary 55 Decisions loop serves as the data ingestion layer, transforming abstract values into concrete governance.
01
The "55 Decisions" Game
Clients swipe through high-stakes dilemmas (Money, Career, Family). Each binary choice helps build their specific "Value Vector" (e.g., prioritizing Autonomy over Security).
02
The "Why" Layer
Immediately after a swipe, the mic activates: "Tell your grandchild why." We analyze this voice data to understand their Stage of Moral Development (Pre-conventional to Post-conventional).
03
The Digital Twin
The data is synthesized into a queryable AI agent. Advisors can test financial plans against client values, and heirs can ask: "What would Dad do?" to resolve disputes.
Retention is no longer a guessing game.
The Methodology
Built on Behavioral Science.
We utilize the Schwartz Theory of Basic Values and Kohlberg’s Stages of Moral Development to turn qualitative feelings into quantitative retention metrics.
Value Mapping
We map client decisions to universal motivational domains (Security, Benevolence, Power) to create a precise "Moral Fingerprint."
Reasoning Engines
Our AI doesn't just know *what* they chose, but *why*. We analyze whether they reason via social rules or universal ethical principles.
Gamified Ingestion
By using a binary decision interface ("Swipe Left/Right"), we remove the cognitive load of traditional forms, ensuring high completion rates.
Preserved Wisdom
Create an "Ethical Will" that actually speaks. Heirs can interact with the digital twin to resolve disputes based on the founder's values.
SOC 2 Compliant Infrastructure