Intelligent family-office management

Where wealth, responsibilities and legacy remain connected

FamVault connects your people, assets, entities, obligations and estate plans in one governed record, so knowledge stays with the family when people change.

Stay ahead of obligations. Put family capital to better use.

Bring compliance deadlines, renewals and responsibilities into view. AI-supported portfolio analysis helps your family and advisors explore allocation, liquidity, income and financial-structure opportunities. Rules monitor recorded obligations; AI supports advisor-reviewed decisions and does not execute trades, payments or filings.

Replace fragmentation with connected context

Scattered spreadsheets, inboxes and documents create missed obligations, disconnected money decisions and avoidable costs. Follow a family property as its value, ownership, financing, documents and protection connect to the people responsible for it—and to succession plans for the next generation.

One governed family-office record

Keep people, assets, documents, insurance protection and succession evidence connected. Clear roles, secure access and accountable workflows help family members, staff and advisors see what they need without sharing everything with everyone, while structured onboarding preserves continuity.

Explore FamVault features

View the complete feature directory

Dashboard & Net Worth — A live, multi-currency net-worth dashboard with compliance score, estate readiness and the items that need attention today.
Family Directory & Tree — Rich member profiles, an interactive multi-generational family tree and a formal Family Council with meetings, resolutions and action items.
Personal Records — Passports, visas, residencies, citizenships, tax residencies, medical, education and employment records for every member — with expiry tracking.
Finances & Wealth — Bank accounts, cards, brokerage and investment portfolios, loans, digital assets and cash — plus cash-flow projection and structured valuation reviews.
Real Estate — Properties with tenants, rental income, mortgages, maintenance, utilities, compliance documents, financing, insurance and valuations — a complete suite per property.
Vehicles — The family fleet with registration records, insurance policies and complete service and maintenance histories per vehicle.
Entities & Trusts — The corporate side of the family: registrations, stakeholders, share classes, board governance, statutory filings, licenses and an interactive org structure.
Legal & Incidents — Legal matters and counsel contacts alongside an incident log and event register, so the record is complete when it matters.
Compliance & Tax — Compliance obligations with renewal tracking, a tax document vault, filing calendars per jurisdiction and an engine that derives who must file where.
Estate Planning — Estate plans and beneficiary designations per member, with a readiness score that shows exactly who is covered and who is exposed.
Insurance & Coverage — Personal, property, vehicle and company insurance in one view — with a coverage-gap analysis that shows what is uninsured or underinsured.
Tasks, Alerts & Approvals — Tasks with owners and due dates, reusable templates, an approvals chain and a rule-driven alerts engine watching every expiry and deadline.
Document Vault & Data Rooms — A categorized, org-isolated document vault with OCR-assisted capture — plus scoped data rooms for time-limited, audited external sharing.
Readiness & Reporting — A 147-item readiness framework scored across 12 pillars, a document checklist, gap register and exportable reports.
Family Life — A shared family calendar, travel records, subscriptions and memberships, and a knowledge base that preserves what the family knows.
Staff & Advisors — Staff records with leave tracking and an advisor directory covering wealth managers, lawyers, accountants and consultants.
Security & Access Control — Role-based access across 13 roles, app-enforced 2FA with passkeys, full client isolation and an audit log of every change.