FAQ
Contact our team to learn about demo opportunities and trial periods for your family.
You can add additional family members for $25/month per user or upgrade to a plan with more included seats.
Yes, you can upgrade or downgrade your plan at any time. When switching to an annual subscription, the difference will be prorated.
All plans include full access to the platform, mobile app (iOS with Android coming soon), digital help center, and all core governance features.
You maintain full data ownership at all times. You can export your complete dataset in portable formats (JSON/CSV) anytime. In any transition scenario (acquisition, shutdown, etc.), we commit to providing 90 days advance notice and full data export capability. Your data will never be transferred without your explicit consent.
We use AES-256 encryption for data at rest and TLS 1.3 for data in transit. This is the same military-grade encryption used by banks, governments, and Fortune 500 companies. Encryption keys are managed by AWS Key Management Service (KMS) with automatic rotation every 90 days. Each family's data is encrypted with separate keys stored in secure, enterprise-grade key storage.
Only authorized users within your family. Reluna employees have zero standing access to production data. Any access required for technical support requires explicit approval, is time-limited, fully logged, and audited. We employ a "zero-trust" security model where access is granted on a just-in-time basis with the principle of least privilege.
Your data is stored in Amazon Web Services (AWS) private cloud infrastructure with geographic redundancy. We use isolated Virtual Private Clouds (VPC) with no shared resources between families. You can choose your preferred data residency region to comply with local regulations. All data is encrypted at rest using AES-256 encryption and backed up daily to multiple geographic locations.
Absolutely. Whether you’re a small family starting to formalize decisions or a multigenerational family office, Reluna adapts to your size and complexity.
Most families are up and running within a few days. You can begin with a simple structure — family tree, mission, and first meeting — and expand over time.
Yes. You can invite trusted advisors — such as lawyers, wealth managers, or consultants — with limited or read-only access to specific areas like documents, decisions, or reports.
Typically, one family member or an appointed advisor acts as the Reluna Administrator, inviting others and setting permissions. This can later evolve into a formal Family Council or Governance Office role.
No — it enhances them. Reluna helps structure discussions, document decisions, and follow up on action items so meetings become more productive and less emotional.
Yes. Your family fully owns its data. We never sell or share your information. All data is encrypted, securely stored on certified cloud infrastructure, and accessible only to authorized family members.
Not at all. The platform uses plain language, large touch targets, and one-click actions. Many families start with a facilitator or advisor — we can recommend trusted partners to support your onboarding.
Start with workshops or guided sessions — led by a professional advisor, by AI, or self-guided. Small agreements build trust over time. Reluna’s templates and tools are designed to help families make progress even without perfect consensus.
No. Reluna helps you clarify and agree on your family’s principles, values, and structure. Your legal advisors can then transform these into formal documents when you’re ready.
The platform provides enterprise-level security with ISO/IEC 27001:2022 certification and encrypted data transmission
To ensure effective family governance, consider the following best practices:
- Establish clear communication channels.
- Involve all relevant family members in decision-making.
- Regularly review and update governance policies.
- Seek professional advice when necessary.
Implementing these practices can lead to a more cohesive and effective governance structure.
Family governance is closely linked to wealth transfer as it establishes the framework for how assets are managed and passed down. Key aspects include:
- Defining how wealth will be distributed among heirs.
- Setting guidelines for the management of family assets.
- Ensuring that family values are upheld during the transfer process.
Effective governance can minimize conflicts and ensure a smooth transition of wealth.
Advisors play a vital role in family governance by providing expertise and guidance. Their responsibilities may include:
- Facilitating family meetings and discussions.
- Offering legal and financial advice.
- Helping to develop governance policies and structures.
Involving trusted advisors can enhance the effectiveness of family governance.
Family governance should be reviewed regularly to ensure it remains relevant and effective. A good practice is to conduct a review:
- Annually, to assess the effectiveness of the governance structure.
- After significant family events, such as marriages, births, or deaths.
- When there are changes in family dynamics or external circumstances.
Regular reviews help adapt the governance framework to the evolving needs of the family.
Effective communication is crucial in family governance as it:
- Ensures that all family members are informed about decisions and policies.
- Encourages participation and input from all members.
- Helps to build trust and transparency within the family.
Regular family meetings and updates can enhance communication and strengthen governance.
Families may face several challenges when implementing governance structures, including:
- Resistance to Change: Some family members may be hesitant to adopt new governance practices.
- Communication Barriers: Miscommunication can lead to misunderstandings and conflicts.
- Emotional Dynamics: Family relationships can complicate decision-making processes.
Addressing these challenges requires open dialogue and a commitment to the governance framework.
All family members who have a stake in the family's wealth and legacy should participate in family governance. This typically includes:
- Parents and guardians
- Adult children
- Spouses of family members
- Key advisors, such as financial planners or legal experts
Involving a diverse group ensures that various perspectives are considered in decision-making.
To establish family governance, follow these steps:
- Identify Goals: Discuss and outline the family's long-term goals and values.
- Form a Governance Structure: Decide on a governance structure that suits your family's needs, such as a family council.
- Develop Policies: Create policies that guide decision-making and conflict resolution.
- Communicate: Ensure all family members are informed and involved in the governance process.
Regular reviews and updates to the governance framework are essential to adapt to changing family dynamics.
Implementing a family governance framework can provide numerous advantages, including:
- Clarity: Establishes clear roles and responsibilities for family members.
- Communication: Enhances communication among family members, reducing misunderstandings.
- Conflict Resolution: Provides mechanisms for resolving disputes effectively.
- Legacy Planning: Ensures that family values and wealth are passed down through generations.
Overall, family governance fosters a sense of unity and purpose within the family.
Family governance refers to the structures and processes that families use to make decisions about their wealth, values, and legacy. It encompasses the rules and practices that guide family members in managing their collective resources and relationships.
Effective family governance helps ensure that family members are aligned in their goals and values, facilitating smoother decision-making and conflict resolution.