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The command center
for family wealth.

Riviera gives you operational control over your family's entire financial world. Every entity, account, and investment is connected, with the terms, people, and context inside each one. Every layer of your wealth, under your command.

// Because AI is only as powerful as the data underneath it.

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Command center

All the numbers. And the power to act on them.

Families are running on disconnected spreadsheets and stale PDFs from advisors who each see only part of the picture. Riviera is what comes next.

Complete entity mapping
Every trust, partnership, and asset connected in one hierarchy. Tax attributes, governing terms, key people, and ownership all in one place.
Consolidated reporting
Your complete financial picture — assets, liabilities, commitments — always current. A live view across every entity you own.
Documents and history
Every document, organized by entity and always accessible: trust and partnership agreements, subscription documents, tax filings, and more. The institutional memory your family has never had in one place.
AI-ready by design
Built from day one with AI at its core. The structured data foundation that makes every answer possible and enables your family to operate in an AI-driven world.
// ENTITIES MAPPED 847
· ACCOUNTS CONNECTED 1,204
· NET WORTH TRACKED $2.4B
· DOCUMENTS INDEXED 14,382
· TAX ENTITIES 312
· SYSTEM STATUS LIVE
// ENTITIES MAPPED 847
· ACCOUNTS CONNECTED 1,204
· NET WORTH TRACKED $2.4B
· DOCUMENTS INDEXED 14,382
· TAX ENTITIES 312
· SYSTEM STATUS LIVE
Entity intelligence

From scattered data to complete command.

Riviera understands the full structure of your family enterprise. Who controls what. What the terms are. Where documents live. Which entities carry specific tax treatment. The complete picture, at every level.

01
Map your world
Connect every entity into Riviera's structured model. Capture the full hierarchy and the terms, people, and context inside each one.
02
Connect everything
Your financial world in one place: consolidated balance sheets, cash flow planning, tax positions, entity terms. Nothing siloed, nothing lost.
03
Command it
Your family and your advisors are only as powerful as the data underneath them. Riviera provides that foundation. And AI that can act on it instantly.
OWNER LAYER ENTITY LAYER ASSET LAYER TAXABLE ACCOUNTS DESCENDANTS IRREV. TRUST GST Status GST Exempt Situs Delaware Grantor Status Non-Grantor SPOUSAL LIFETIME ACCESS TRUST GST Status Non-Exempt Situs Nevada Estate Inclusion Excluded CARTER RE PARTNERS LLC · Real Estate 3 properties · $18M CARTER VENTURES I LP · Private Investments 12 positions · $22M CARTER CAPITAL LLC SM LLC · Brokerage $26M AUM MALIBU RESIDENCE Real Estate $12M SEQUOIA FUND IX PE · Growth $8.5M KKR FUND VIII PE · Buyout $6.2M PUBLIC EQUITIES Schwab $19M TREASURIES JPMorgan $5.5M
Riviera AI

Intelligence you can act on.

Riviera is the most comprehensive picture of your family's wealth that's ever existed. The foundation that puts you, your advisors, and AI in command.

R
Riviera AI
Connected to your data
What's our total exposure to public equities across all entities?
Across all entities, the Blakely family holds $19,319,000 in public equities — 17.0% of total net worth. The largest positions are Taxable Entities ($7.0M) and J. Carter IRAeration ($4.0M). The Philanthropic account holds the most concentrated equity exposure relative to its size at 49.7%.
Which trust has the highest unfunded commitment?
Taxable Entities carries the largest unfunded commitment at $2,950,000, primarily from third-party fund subscriptions not yet called. That represents 4.8% of the entity's total assets.

Ready to take command of your family's wealth?

Riviera is purpose-built for families and the advisors who serve them. Request access to see it with your own data.

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