Family Offices
Build a Governance Blueprint
for Generational Wealth
Unify stakeholders, manage client relationships, deliver expert guidance, and build lasting family legacies at scale
Coming in October 2025
Governance
Running a family office requires more than managing assets—it’s about managing people, values, decisions, and transitions. Reluna gives you the tools to keep families aligned and operations seamless.
What You Gain
Centralized Control
One secure hub for family constitutions, reporting, meetings, voting, conflict resolutions, and key decisions.
Operational Efficiency
Replace fragmented systems with a streamlined platform for governance, onboarding, and collaboration.
Succession-Ready Infrastructure
Enable smooth transitions with structured workflows, role-based access, and transparency.
Next-Gen Engagement
Give rising family members meaningful visibility
and education from day one.
Advisors’ Support
Engage estate planners, lawyers, trusted family advisors, and mediators.
Platform
Everything Your Family Office needs. 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.
Who This Product Is For
Family offices working with families at any stage, whether or not they have established multi-generational structures
Emerging wealthy families and smaller family offices
Established family offices with growing or complex needs
Large multi-generational families and sophisticated family offices
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
Pricing
Flexible Plans for Every Family Office
- 3 family subscriptions included
- Dedicated support manager
- Mobile app for iPhone and Android (coming soon)
All core capabilities, including:
- Multi-family management
- Enscrypted communication hub
- Client dashboards & analytics
- Consultations & family sessions
- Mentorship programs
- Knowledge center & library resourse
- Client onboarding assistance
Family Portals Expansion - 15% discount
- 5 family subscriptions included
- Dedicated support manager
- Mobile app for iPhone and Android (coming soon)
Includes all Heritage Plan features plus:
- White-label customization for advisor portal
- Billable hours tracking
- Proffesional network access
Family Portals Expansion - 15% discount
- 3 family subscriptions included
- Dedicated support manager
- Mobile app for iPhone and Android (coming soon)
All core capabilities, including:
- Multi-family management
- Enscrypted communication hub
- Client dashboards & analytics
- Consultations & family sessions
- Mentorship programs
- Knowledge center & library resourse
- Client onboarding assistance
Family Portals Expansion - 15% discount
- 5 family subscriptions included
- Dedicated support manager
- Mobile app for iPhone and Android (coming soon)
Includes all Heritage Plan features plus:
- White-label customization for advisor portal
- Billable hours tracking
- Proffesional network access
Family Portals Expansion - 15% discount
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.
