Family
Family wealth software: ownership, entities and lifestyle assets
People at the top of the structure: each member's wealth seen through every trust, company and account, with property, art and vehicles alongside the portfolio.
- Ownership look-through from member to holding, to the percent
- Trusts, companies and governance roles on one map
- Property, art and vehicles with costs, income and insurance
- Lifestyle and operating spend, trailing twelve months
The look-through graph - members, the entities they own, and what those entities hold.
The family's spending, property costs and commitments carried into one liquidity forecast.
FAQ
Frequently asked questions
Works with
Reporting CentreNet worth, allocation, performance and cash for a family, a client or a whole book, drawn from the same register as the accounts - never from a spreadsheet. Consolidated wealth reporting and family office reporting software, built for everyone who manages private wealth.Accounting EngineFamily office accounting software that produces a balance sheet, a profit and loss account and a trial balance straight from the book - for the whole family, one entity or one scope, at any date and in any currency - with journals approved under maker-checker and exported to the general ledger you already run.Tax DocumentsSchedule K-1's, K-3's, Forms 1042-S and 8805 and PFIC statements read into a register, every box traceable to the page and rolled up by fund, year and owner.
See Family & Ownership on your own data.
A demo is a working session on the entities, funds and reporting you actually manage.
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