Governance & succession
Family tree, ownership and voting register, decision rights and a dated succession timeline with readiness scoring.
Single & multi-family office platform
Turn your family constitution into a working financial operating system.
Plan the estate, steward the operating business and optimise the portfolio for the generations that follow — with every rule traceable back to the clause that created it.
Open the demo officeConstitution linkage
Clauses carry machine-readable parameters — payout caps, screens, thresholds — that drive every model on the platform.
Estate & structuring
Holding and trust structures under English law, IHT and business relief estimates, and liquidity for succession events.
Portfolio optimisation
Asset allocation against constitution bands, a constrained Sharpe optimiser, efficient frontier and ESG screen impact.
Financials & analytics
Consolidated balance sheet, income and cash flow, AUM tracking, business valuation, returns and attribution.
Operating model
Approvals, meetings, documents, advisers and reporting for day-to-day stewardship across generations.
Seeded with a complete worked family office
The demo workspace models a four-generation family with a £148m precision engineering anchor business, trusts, a diversified portfolio and a fifteen-clause constitution. Every record is editable, so any family can adopt it.
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