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Discover how the Palatino Blueprint™ is redefining modern wealth management. This AI-driven framework integrates investment strategy, risk protection, tax optimization, and estate planning into one continuous, data-intelligent process, empowering families to grow and preserve wealth with precision.

Palatino Wealth set itself apart by uniting public and private market investments into one cohesive plan. In this case study, a Seattle-based tech executive’s portfolio was analyzed, optimized, and aligned with her life goals using Taurion’s AI-driven matching, scenario modeling, and compliance-ready tools—resulting in a smarter, more diversified strategy delivered in 60% less time.

SPACs aren’t dead - they are evolving. After a boom fueled by speed and reduced barriers to public markets, many SPACs faltered due to misaligned incentives, shallow diligence, and regulatory pushback. The next generation will be smarter. Taurion helps SPAC sponsors by delivering AI-powered investor matching, compliance-ready due diligence, targeted advisor campaigns, and post-merger engagement tools, resulting in faster timelines, lower costs, and efficient capital raising.

Private markets are growing fast, but their governance infrastructure hasn’t kept up. Goldman Sachs’ partnership with NAVEX marks a major shift: from policy binders and manual compliance to real-time, audit-ready governance systems. In this post, we break down NAVEX, why it matters for fund managers and sponsors, and how Taurion complements this shift by powering intelligent distribution and suitability. If you're scaling in private markets, this is the operational playbook y