Platform Capabilities
A family office comes together in four parts: the people, what they've built, how it's protected, and how it's run day to day. Follow the story below, or jump straight to the part you need.
Chapter one
It starts with the people
Every family office begins with who the family is: members and their relationships, the identity and immigration papers that define where they can live and work, and the milestones, travel and everyday knowledge that make up a life together. FamVault holds all of it in one place, linked to the person it belongs to.
Family Directory & Tree
Every member, every relationship, every generation
Rich member profiles, an interactive multi-generational family tree and a formal Family Council with meetings, resolutions and action items.
Personal Records
Identity, immigration, health, education and career
Passports, visas, residencies, citizenships, tax residencies, medical, education and employment records for every member — with expiry tracking.
Family Life
The calendar, travel, lifestyle and family knowledge
A shared family calendar, travel records, subscriptions and memberships, and a knowledge base that preserves what the family knows.
Staff & Advisors
The people who run and advise the family office
Staff records with leave tracking and an advisor directory covering wealth managers, lawyers, accountants and consultants.
Chapter two
Then, what they've built
Around that family sits everything of value — bank accounts and investments, homes and vehicles, and the companies and trusts that hold them. FamVault consolidates every position into one multi-currency balance sheet, so the family always knows what it owns and where it stands.
Dashboard & Net Worth
The whole family balance sheet on one screen
A live, multi-currency net-worth dashboard with compliance score, estate readiness and the items that need attention today.
Finances & Wealth
Accounts, investments, liabilities and cash flow
Bank accounts, cards, brokerage and investment portfolios, loans, digital assets and cash — plus cash-flow projection and structured valuation reviews.
Real Estate
The full operating picture of every property
Properties with tenants, rental income, mortgages, maintenance, utilities, compliance documents, financing, insurance and valuations — a complete suite per property.
Vehicles
Cars, registrations, insurance and service history
The family fleet with registration records, insurance policies and complete service and maintenance histories per vehicle.
Entities & Trusts
Companies, trusts and foundations under real governance
The corporate side of the family: registrations, stakeholders, share classes, board governance, statutory filings, licenses and an interactive org structure.
Chapter three
Protected for what comes next
Wealth only matters if it is protected and passed on well. Legal matters, tax obligations, estate plans and insurance coverage all need to stay current as circumstances change — and each needs a clear owner accountable for keeping it that way.
Legal & Incidents
Matters, contacts, incidents and family events
Legal matters and counsel contacts alongside an incident log and event register, so the record is complete when it matters.
Compliance & Tax
Obligations, filings and tax season under control
Compliance obligations with renewal tracking, a tax document vault, filing calendars per jurisdiction and an engine that derives who must file where.
Estate Planning
Wills, beneficiaries and succession — kept current
Estate plans and beneficiary designations per member, with a readiness score that shows exactly who is covered and who is exposed.
Insurance & Coverage
Policies, claims and the gaps between them
Personal, property, vehicle and company insurance in one view — with a coverage-gap analysis that shows what is uninsured or underinsured.
Chapter four
Run safely, every day
Behind the scenes, the office needs a rhythm: tasks with owners and deadlines, documents captured and secured, an honest readiness score, and access controls that make sure every person sees only what their role requires.
Tasks, Alerts & Approvals
The operating rhythm of the family office
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
Every document secured; outside access on your terms
A categorized, org-isolated document vault with OCR-assisted capture — plus scoped data rooms for time-limited, audited external sharing.
Readiness & Reporting
How prepared is the family, really?
A 147-item readiness framework scored across 12 pillars, a document checklist, gap register and exportable reports.
Security & Access Control
Thirteen roles, two-factor enforcement and a complete audit trail
Role-based access across 13 roles, app-enforced 2FA with passkeys, full client isolation and an audit log of every change.