Family Members

Build your family tree
Maintain a structured view of all family members, roles, and generations within the family enterprise.
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Family Members

Build your family tree with purpose

Understanding who’s who in a modern multi-generational family isn’t always simple — especially when it comes to governance, asset ownership, and responsibility. The Family Members module in Reluna brings clarity by offering a structured and interactive family directory.

Each family member has a dedicated profile with key details: generational tier, roles in governance or operations, asset affiliations, and educational status. You can also map relationships, track participation in committees or mentorship programs, and ensure everyone’s place is clearly understood.

Designed to grow with your family, the module supports branch-based structuring, notes, and custom tags — making it easy to navigate even the most complex family dynamics. It's not just about knowing who’s in the family, but understanding how they contribute to its continuity and legacy.

Safety

Global-grade Protection of Your Legacy
Start Free Trail

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.

Steps

Simple to Start.
Built to Last.
Start Free Trail
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.

Succession Planning

Define clear succession strategies to ensure a smooth transition of roles, responsibilities, and assets across generations.
Succession Planning

Asset Dashboard

Get a centralized overview of all family-owned assets, from financial portfolios to real estate and private equity.
Asset Dashboard

Family Education

Create personalized education paths to strengthen financial literacy, governance understanding, and leadership skills.
Family Education

Mentorship programs

Pair senior and junior family members to transfer wisdom, experience, and values.
Mentorship programs

Communication Hub

Keep family communications centralized and organized with our secure platform.
Communication Hub

Conflict Resolution

Implement tools and processes to handle disagreements and ensure long-term family harmony.
Conflict Resolution

Decision Making

Use structured frameworks and voting systems to make family decisions with transparency.
Decision Making

Family Council

Organize family meetings, create agendas, and document important decisions.
Family Council

Family Constitution

Create and manage your family constitution to establish shared values and governance protocols.
Family Constitution