Consultants
Digitize family governance.
Deepen trust. Grow your practice.
Bring structure, clarity, and continuity to your client relationships
with Reluna Family Governance Platform
with Reluna Family Governance Platform
Coming in October 2025
Governance
Families don’t just need advice—they need structure, clarity, and guided transformation.
Reluna empowers you to guide families beyond estate planning into legacy-building, succession, and governance — all within a secure and easy-to-use digital platform.
What You Gain
Strengthen Client Loyalty
Play a meaningful role by guiding intergenerational strategy and ensuring clarity in decision-making.
Streamline Collaboration
Replace fragmented systems with a streamlined platform for governance, onboarding, and collaboration.
Enhance Your Offering
Offer structured governance, onboarding for next-gens, managing external experts, and family education—all from your branded platform.
Preserve Relationship Across Generations
Remain relevant for the next generation by building lasting connections with the family in a modern way.
Platform
Everything Your Practice needs.
All in One Platform.
All in One Platform.
AI Family Constitution Builder
Codify values, structure, and intent.
Decision-Making Tools
Run family councils and structured votes.
Succession Planning
Design and manage leadership continuity.
Education & Mentorship
Prepare the next generation for leadership.
Secure Communication Hub
Keep conversations organised and safe.
Asset Dashboard
Track and integrate family wealth.
Platform
Why Consultants Love It
Establishes a unified family orchestration and command center
Positions you as a proactive, digitally enabled partner
Saves time on admin - gives more time for strategy and relationship
Deploys a white-label solution crafted to reflect your expertise down to the finest detail.
Create your secure family space
01
Define values and governance
02
Set up workflows and councils
03
Add education paths and resources
04
Manage access, decisions, assets
05
Who This Product Is For
Consultants working with families at any stage, whether or not they have established multi-generational structures
Solo practitioners and small firms seeking scalable practice tools
Established advisors and mid-size firms streamlining client engagement
Large firms and institutions managing complex client needs
Strategic partnerships enhancing collaboration and consistency
Mobile App
Secure Infrastructure
Enterprise-level security with ISO/IEC 27001:2022 certification and encrypted data transmission ensures your data stays safe.
Two-Factor Authentication
An added layer of protection beyond just a password — verifying identity before granting access to sensitive family information.
Access Management
Granular, role-based user permissions designed to prevent unauthorized access and eliminate data leakage.
