Use Cases & Benefits
Cut paperwork, schedule, run and follow up on meetings while avoiding emails and maintain a central database of all your family members in one place. Reach your family where they are and adapt to the needs of the next generation. Keep everybody up to date with the information they need.
Streamline family office operations
- Centralised key family information with controlled access
- Share sensitive financial documents through secure vaults
- Collect e-signatures and collaborate real-time on necessary files
- Maintain staff and advisor directory with historical record
Facilitate shareholder management
- Organise shareholders meetings and events
- Share, approve and sign meeting minutes for archiving
- Educate and engage shareholders and trust owners on key information
- Reach your family where they are and adapt to the needs of the next generation
Enhance family cohesion
- Keep your family close together by sharing family news & updates
- Record and celebrate your family history
- Build & maintain an interactive family tree
- Stay in touch with secure messaging
A Platform Built For People & Purpose
Our approach involves a configurable and customisable software reflecting your family’s brand and values, coupled with proprietary technology built by professionals from the family enterprise world.
Our enterprise-grade security framework is built with best-in-class access controls and data protection mechanisms. All your data and activity is stored on servers with the latest encryption technology in ISO27001certified data centers.
Legacy of Excellence
With our proven track record of over 12 years serving leading family enterprises worldwide, we understand how to bring cost savings and efficiency gains to modern-day governance.
Fueled by expertise, innovation and technology, our DNA lies in helping you better communicate, create greater cohesion and achieve long-term family success, for now and for generations to come.