Aegis is the operating system for HNW and UHNW insurance — built for the advisors and family offices managing complex coverage across multiple entities, properties, and carriers. Replace the spreadsheets, the scattered PDFs, and the annual scramble with a single source of truth.
RIAs and multi-family offices delivering institutional-grade insurance oversight to UHNW clients — without adding headcount.
See the Advisor Workflow →Single and multi-family offices managing insurance in-house for principals, trustees, and family members.
See the Family Office Workflow →Whether you're an advisor delivering insurance value to UHNW clients or a family office managing policies for principals and beneficiaries, Aegis gives your team the data layer the category has been missing.
Every asset class — real estate, fine art, collectibles, autos, aircraft, marine, private equity — mapped to the policies that cover them. The single source of truth your team has been rebuilding in spreadsheets.
Automated rules surface underinsurance, missing endorsements, and stale limits across every carrier and every entity. Walk into the next client review with the gaps already identified.
Expirations, valuation drift, and coverage anomalies flagged before they become uncomfortable conversations with principals, trustees, or counsel.
Declarations, schedules, appraisals, and broker correspondence — organized by asset and entity, ready when a claim or audit lands. Encrypted at rest and in transit.
Read-only principal views, full-access advisor workflows, and entity-scoped permissions. Confidentiality enforced at the architecture level — not bolted on after the fact.
Generate client-ready annual review reports in minutes. Run structured RFQs across your broker network with apples-to-apples comparisons. The deliverables your team used to spend a week on.
RIAs and MFOs win and retain UHNW clients on advice, not products. Aegis gives your team a deliverable that no portfolio aggregator, consultant, or broker provides — a unified view of every policy, every asset, and every gap across the client's life. Walk into the annual review with the analysis already done.
Single and multi-family offices manage extraordinary complexity — multiple entities, multiple residences, multiple generations, and dozens of carriers. Aegis consolidates every policy, every asset, and every relationship into a platform built for the way family offices actually operate.
When a claim hits, your client doesn't want a faster chatbot — they want their advisor to have everything in front of them. Aegis assembles the coverage analysis, drafts carrier correspondence, and pressure-tests settlement offers against policy language so your team shows up prepared, not scrambling.
Two tracks — one for advisors managing client books, one for family offices managing in-house. Annual contracts. No per-policy or per-asset fees.
Per-seat pricing
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Per-seat pricing
Contact for current rates
Per-tenant pricing
Contact for current rates
Custom pricing
For complex multi-generational structures
West Egg Wealth's Aegis platform was designed from the ground up for the confidentiality requirements of families managing nine-figure wealth. Each client operates in a fully private environment — completely isolated from every other family office on the platform.
SOC 2 Type II audit on the roadmap. We're happy to walk your team through our current security posture and controls.
See how leading advisors and family offices use Aegis to turn insurance from an afterthought into a differentiator.