Family Office

All-in-one command center for family offices

Managing a family office isn’t just about the numbers—it’s about people, legacy, and peace of mind. Our template creates a live dashboard for the whole picture: see net worth, performance, and cash flow at a glance, with the ability to zoom into partnership distributions, investment allocations, or individual family entities. Accounts, private holdings, and alternative investments are centralized—no more shuffling endless spreadsheets, or chasing down statements across time zones. Every detail lives where you need it, ready for smart decisions or deep-dive audits, whether you’re managing interests across generations or continents.

Privacy, efficiency, relief

Stop worrying if a compliance form slipped through the cracks, or if a capital call will trigger a flurry of emails. Approvals, expense coding, and document flows just work, with every action tracked and auditable. People see only what they’re meant to see: tailored views for principals, family members, trustees, and advisors remove confusion. Let AI agents wrangle missing documents, flag odd transactions, and handle reconciliations, leaving your team focused on what matters most—continuity, stewardship, and trust. For family offices striving to preserve a legacy, it’s the security blanket your staff and stakeholders have always wanted.