Entities & Trusts

Companies, trusts and foundations under real governance

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.

Entity registry with governance detail
Sample data — Entity registry with governance detail

Gallery

Interactive ownership and org structure
Interactive ownership and org structure

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.

Record Types

Company or entityCompany registrationCompany stakeholderBranch or foreign presenceShare classBoard meetingBoard resolutionSigning authorityGovernance policyStatutory filingBusiness license or permitRelated partyObligation or commitmentEntity documentCompany insurance policyEntity insurance claim

Explore more capabilities

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.