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.

How it works

Entities & Trusts tracks every company, trust and foundation the family controls — with registrations per jurisdiction, stakeholders and share classes, branches and foreign presences, and the documents that define them.

Governance is first-class: board meetings and resolutions, signing authorities, governance policies, statutory filings and business licenses all live against the entity, with deadlines feeding the alerts engine.

The Org Structure view draws the full ownership graph — who owns what, through which holding companies and trusts — so the structure that took decades to build can be understood in minutes.

Capabilities

Entity registry
Companies, trusts and foundations with registrations per jurisdiction.
Ownership & share classes
Stakeholders, cap tables and share classes per entity.
Board governance
Meetings, resolutions, signing authorities and governance policies.
Statutory compliance
Filings, licenses and permits with deadline alerts.
Org structure graph
The full ownership structure drawn as an interactive chart.
Related parties & obligations
Related-party links and commitments recorded per entity.

More features

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.

Entities & Trusts

How it works

Capabilities

Entity registry

Ownership & share classes

Board governance

Statutory compliance

Org structure graph

Related parties & obligations