Decision Making
Make better decisions together
Use structured frameworks and voting systems to make family decisions with transparency.
Make better decisions, together
Strong families make strong decisions — but alignment isn’t always easy. The Decision Making module helps families collaborate with clarity and fairness, even when opinions differ.
You can set up proposals, define who votes, establish quorum rules, and track outcomes over time. Each decision is documented with context, comments, and rationale — creating a traceable record that improves transparency and trust.
The module also supports weighted voting, consensus thresholds, and role-based permissions, giving families the flexibility to mirror their real governance structures. Whether you're deciding on a new investment or a change to the family charter, this tool ensures every voice is heard and every decision stands on solid ground.
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.
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.
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
Other modules
Structure governance, make key decisions together, and ensure long-term continuity.
