How is iDBQuery used by family offices?
Family offices use iDBQuery to ask plain-language questions across investment, property, entity and bookkeeping data spread over many spreadsheets and accounts, getting cited answers in seconds. It runs in your VPC or fully air-gapped and queries data in place, so private family wealth data never leaves your control.
A family office holds an unusually diverse book: public portfolios, private investments, real estate, operating entities and trusts, often tracked in separate spreadsheets and custodian statements. iDBQuery pulls them into one live model and lets a small team ask plain-language questions with every figure cited to source.
Typical questions:
- What is total net worth by asset class and entity as of today?
- Show liquidity and upcoming capital calls across all vehicles.
- Which properties are cash-flow negative after debt service?
- What did we pay in management and advisory fees across all managers last year?
- Consolidate performance across three custodians into one view.
Because family offices are small and non-technical but data-rich, iDBQuery is a fit: no pipeline, no analyst, no SQL. It ingests Excel, CSV, Google Sheets, PDFs and databases together, and can OCR a folder of statements. The Analyst agent can investigate an open question autonomously and produce a shareable report.
Privacy is paramount, so deployment leads: use the Desktop app to keep everything on one machine, or run in your own VPC or fully air-gapped, with query-in-place so statements aren't force-copied. iDBQuery makes no certification claims; the point is architectural, sensitive family financial data stays entirely within your control while you still get instant consolidated answers.
Updated 2026-06-22