Connected family-office features

Explore FamVault

• 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.