Private wealth platform · est. 2025
BR & Sons is a private operating platform that consolidates real estate and investment management in one place. AI-parsed documents, natural language portfolio queries, and real-time analytics — purpose-built for a single family of users.
The two platforms
Each application manages one half of the balance sheet.
Real estate · Property Intelligence Platform
Track every property, unit, lease, tenant, and maintenance request. Upload documents — leases, insurance policies, bank statements — and Claude extracts the data automatically. Ask your AI assistant anything about your portfolio in plain English.
Open PIP →Brokerage · Portfolio Intelligence Dashboard
Aggregate multi-account brokerage exposure in one view. Upload statements or enter positions manually. Claude and Gemini parse your holdings, generate allocation insights, and suggest rebalancing strategies — across every account.
Open Portfolio →Process
One Google account unlocks both platforms. Your identity is managed by PIP and shared via a secure domain-scoped SSO cookie.
Drop a lease, insurance policy, bank statement, or brokerage statement. Claude reads it and extracts every relevant field into structured data automatically.
Query your portfolio in plain English. The assistant has read-only access to all your data via 17 structured tools — it can answer in seconds what used to take hours of spreadsheet work.
Automated alerts surface lease expirations, insurance renewals, maintenance aging, and investment drift before they become problems.