Families & SFO
Flexible Plans for Every Family and Single-Family Office
- Up to 10 family members
- Digital help center support
- Mobile app for iPhone and Android (coming soon)
Includes all core features:
- Family directory and user management
- Family constitution management
- Family council & meeting management
- Family communication hub
- Assets management and wealth tracking
- Decision making and voting
- Conflict resolution framework
- Task management and dashboard
Additional 5 members: $50/month
- Up to 20 family members
- Digital help center support
- Mobile app for iPhone and Android (coming soon)
Includes all Foundation Plan features plus:
- Family values workshop tool
- Succession planning suite
- Education & development tools
- Philanthropy management tools
- Advisor collaboration tools
- Integration with wealth management tools
Additional 5 members: $50/month
- Up to 10 family members
- Digital help center support
- Mobile app for iPhone and Android (coming soon)
Includes all core features:
- Family directory and user management
- Family constitution management
- Family council & meeting management
- Family communication hub
- Assets management and wealth tracking
- Decision making and voting
- Conflict resolution framework
- Task management and dashboard
Additional 5 members: $50/month
- Up to 20 family members
- Digital help center support
- Mobile app for iPhone and Android (coming soon)
Includes all Foundation Plan features plus:
- Family values workshop tool
- Succession planning suite
- Education & development tools
- Philanthropy management tools
- Advisor collaboration tools
- Integration with wealth management tools
Additional 5 members: $50/month
Professionals
Plans for Multi-Family Offices & Consultants
- 3 family subscriptions included
- Dedicated support manager
- Mobile app for 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
