Weekly briefings, deadline monitoring, and on-demand research
for the professionals the families lean on.
AEGIS Intelligence is a subscription research service for a narrow audience: estate-planning attorneys, registered investment advisors, and the family offices they serve. One briefing every Friday. A compliance calendar that is never wrong. A research bench on call. Quiet, expert, and trained on the questions that matter when the numbers have commas in them.
You bill in six-minute increments. Your Monday should not start with a search query. AEGIS reads the Court of Chancery, the new revenue rulings, and the proposed regulations for you — and sends back what your practice needs to know, in language you can hand to a client.
The client asks about the sunset, or a Delaware dynasty trust, or whether the gift plan still holds. You need an answer by end of day and you do not have a research bench. AEGIS is that bench — on call, written to be read, and never the reason a client waits.
Compliance calendars, entity filings, cross-border reporting, the next generation’s inevitable questions. The operational surface grows faster than the team. AEGIS is the outside desk that keeps the whole clock aligned and the principals unsurprised.
A single PDF and web archive. Every Delaware Court of Chancery opinion from the prior seven days, classified; the T&E-relevant ones summarized for practitioners with the two or three sentences that change how a file gets drafted, and a ready-to-customize client alert when doctrine shifts.
Upcoming federal and state filings, regulatory shifts that matter for HNW advisors, and a clean ninety-day look-ahead by entity type. Nothing gets missed because it was never on a list.
Member-submitted questions returned as structured IRAC memos inside seventy-two hours. Written to be cited in a file, not skimmed.
AEGIS Intelligence is the work of a small team led by a Delaware estate-planning attorney. Every briefing is authored, reviewed, and signed. No models of the industry, no summaries of summaries, no third-party newsletters repackaged. Just the reading a careful practitioner would do if the day had more hours in it.
The service is intentionally narrow. We prefer to serve a small number of members well than a large number thinly. Invitations open as seats do.
Members are added in small cohorts. Leave your address and we will write when an invitation is appropriate.