What isn't controlled gets paid for twice

For private households, family offices and prestige assets. Staff, suppliers, service providers. Every discrepancy flagged, every fraud attempt neutralized.

The four blind spots in private household operations

Four failures show up again and again in the day to day running of private households, family offices and prestige assets, often invisible until an audit brings them to light.

Internal theft

Household staff, estate managers, crew: long-standing proximity and trust, without a second set of eyes, become fertile ground for inflated quantities, theft, fictitious invoices and the misuse of assets.

Supplier overbilling

Renovation, private aviation, yacht maintenance, catering, wine cellars: markets with no reference pricing, where overbilling often goes unnoticed, sometimes in direct collusion with staff already in place.

Lack of professional rigor

Hiring by recommendation rather than competence, procedures rarely formalized, spending without oversight, almost no traceability: no one is clearly accountable for what gets approved, or what doesn’t.

Imprecise reporting

Strategic decisions still too often rest on incomplete, imprecise or hard-to-compare data. Entry methods vary between properties, information gets consolidated by hand, and gaps only surface at reporting time.

Why switching to Tako now

5%

of operating budget is lost every year to internal fraud, an even higher rate for smaller structures, which is what most family offices are.

$29M

diverted from a single family office by a long-trusted employee, before it was discovered.

100+

restaurants already trust the same engine, applied here to private household operations.

All in one app to help you run your Family Office

Sources: ACFE, Occupational Fraud 2024: A Report to the Nations · Corient.

We offer independence, precision and discretion

An independent, permanent control layer over the operating costs of your households, properties and vessels. Staff, suppliers, service providers, with the same precision Tako already applies to over 100 restaurants. Every invoice read, every anomaly flagged, every fraud attempt stopped.

Independence

An outside eye, with no ties to existing staff or suppliers.

Precision

Every invoice line checked, every discrepancy documented.

Discretion

No data exposed beyond the scope you define.

Our approach in four phases

A four-phase rollout, built to adapt to your reality rather than the other way around.

Manage Family Offices with Tako Solutions

Preliminary audit

A full diagnostic of existing processes, suppliers, contracts and risk areas. Nothing gets deployed before we understand how your structure actually works.

Custom configuration

No property is like another: modules, alert thresholds and validation workflows configured around your structure, never the reverse.

Continuous control

Every invoice and expense report captured, analyzed and verified continuously, with the same engine already proven across more than 100 establishments, applied here to your operations.

Reporting & support

Consolidated, precise, regular reports, built for family offices, not a raw data export. Premium support with a dedicated account manager.

Core features for Family Offices

The same engine that already processes thousands of invoices a month in restaurants, applied to your operations.

Instant capture

Photo, email or a direct link to your accounting: every invoice is read and structured in seconds, no re-entry.

Anomaly detection

AI flags duplicates, unusual price gaps and inconsistent quantities before they turn into a silent loss.

Supplier benchmarking

A price comparison base for markets where there’s no fair-price reference anywhere else.

Full audit trail

Who approved what, when, and on what basis: complete traceability, ready if ever contested.

Validation workflows

Digitized separation of duties between the person who orders, the person who receives, and the person who approves.

Consolidated reporting

Multi-property, multi-entity, multi-currency: one clear view, ready to present.

What can be added

Beyond the core, some modules are built around each client's reality, on demand.

Contract ingestion

Automatic comparison between what’s billed and what’s contracted. Maintenance, insurance, service providers: a discrepancy caught in seconds instead of months.

Per-asset logs

Yacht maintenance log, aircraft flight hours and fuel consumption, property management reports: each asset tracked according to its own operational logic.

Niche price benchmarking

A price comparison base built specifically for private aviation, yacht maintenance, household staffing agencies and renovation. Markets with no pricing reference elsewhere.

What a family office gains with Tako

Six capabilities that either exist today in your operations, or don't.

Without control

With Tako

Every invoice reviewed automatically

Anomalies and fraud attempts flagged in real time

Consolidated multi-property reporting

Independent validation workflow (order, receive, approve separated)

Complete audit trail, ready if ever contested

Data hosted and processed exclusively in Switzerland

Invoice in, insights out.

Talk to us about a confidential audit of your operations.