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River for Family Offices

Track entities, trusts, advisors, properties, insurance, and investments. Pressure-test sponsor decks, compare deals, and run your annual review. Privately.

The status quo

What slows family office principals & managers down today

  • Asset inventory always behindThe entity list, trust map, and property inventory live in a spreadsheet two months out of date.
  • Advisors all work in silosYour CPA, attorney, and banker each have part of the picture. No one has it all.
  • Sponsor decks accepted at face valueYou review them carefully but rarely have time for independent underwriting.
  • Annual review takes a week of workPulling together the family's full financial picture means a week of emails and phone calls.
  • Nothing documented for the next generationThe family's values, entity structure, and giving strategy live in your head and a folder no one else can find.

The work, organized

What family office principals & managers use River for

Asset Inventory & Entity Map

All entities, trusts, LLCs, and their interrelationships in one living sheet.

Deal Comparison Dashboard

Side-by-side returns, structure, and risk across your active pipeline.

Sponsor Diligence Memo

River builds the IC memo from the sponsor's deck, OM, and financials.

Independent Underwriting

Run your own model on sponsor projections before committing capital.

Advisor Directory

CPA, attorney, banker, and trustee contacts with the context you need.

Annual Review Package

Pull together the family's full financial picture. Assembled by River.

Start here

Family Office Command Center

The family's full financial picture in one private Space: entity map, asset inventory, advisor directory, property dashboard, and deal pipeline.

Included

  • Asset inventory & entity map
  • Advisor directory
  • Property dashboard
  • Deal comparison dashboard
  • Sponsor diligence template
  • Giving strategy & grant tracker

How River works

Everything lives inside a Space

A River Space holds all your documents, models, data, and context in one place. River AI reads across everything when you ask for a draft.

Docs
Sheets
Notes
Canvases
Decks
Tasks
Dashboards
Automations
Mail
AI chat
Files
River AI

The shift

Before vs after

Before
  • Entity list and asset inventory in a stale spreadsheet
  • Advisors working from different versions of the picture
  • Sponsor decks reviewed without independent underwriting
  • Annual review takes a week of calls and emails
After
  • One private Space with the family's complete financial picture
  • All advisors reading from the same workspace
  • River builds the independent underwriting from the sponsor's materials
  • Annual review package assembled by River in an afternoon

How it works

From a blank page to a working Space

1

Start with a template

Pick a template that matches the work. Pro forma, package, dashboard, or tracker.

2

Drop in your context

Add your project files, notes, client info, or a short description of what you are working on.

3

River organizes the inputs

The Space gets the right docs, sheets, checklists, and dashboards. River AI reads them automatically.

4

River drafts the artifacts

Memos, models, follow-ups, and reports come out of the Space, ready for your review.

5

Review, edit, and send

You stay in control. Export to PDF, push to your tools, or share a read-only link.

6

The Space stays live

Come back next cycle. Updated numbers, new docs, and River AI picks up where you left off.

Guides

Guides for family office principals & managers

FAQ

Common questions

Yes. Upload the sponsor's deck and OM into a deal Space. River builds an independent underwriting workspace, runs a downside case, and produces a sponsor diligence memo for IC.

Start your Family Office Space

Pick a template and River builds the Space for you. Docs, sheets, checklists, and an AI assistant that already knows the work.