Family Office Command Center
Entities, trusts, advisors, properties, insurance, and giving — the full family picture in one private workspace. The thing every family office says they need but never quite builds.
What's in this Space
- Entity & Trust Map — every LLC, trust, and partnership with its purpose, GP, and reporting requirements.
- Advisor Directory — the CPA, attorney, banker, insurance broker, investment advisor, and how they relate.
- Property Dashboard — every property with value, yield, manager, insurance, and tax obligations.
- Insurance Policy Tracker — every policy with carrier, expiration, and coverage.
- Annual Review Template — the once-a-year deep review.
What it's good for
- Family office principals and managers who want one place to look.
- Spouses and adult children needing visibility into the family's structure.
- Successor planning where the next generation needs to learn how the family runs.
How to get started
- Click Use Template.
- Open Setup Guide.
- Begin with the Entity & Trust Map.