Family Directory & Tree

Every member, every relationship, every generation

The Family Directory holds a complete profile for every member — role in the family, residence, citizenship and links to every record they own. Each member gets a personal dashboard consolidating their assets, documents and obligations.

The interactive family tree lays out every generation with parentage and marriage links, so relationships that live in someone's memory are captured for the generations that follow.

The Family Council area gives family governance a formal home: meetings with agendas, recorded resolutions and tracked action items — the institutional memory of family decision-making.

Interactive multi-generational family tree
Sample data — Interactive multi-generational family tree

Gallery

Family directory with member profiles
Family directory with member profiles
Family Council — meetings, resolutions and action items
Family Council — meetings, resolutions and action items

Capabilities

  • Member profiles

    Full profiles with roles, locations and links to every record a member owns.

  • Interactive family tree

    Multi-generational tree with parentage and marriage links, zoom and fit controls.

  • Per-member dashboards

    A consolidated view of each member's assets, documents and obligations.

  • Family Council

    Meetings, resolutions and action items — formal governance, recorded.

  • Relationship mapping

    Explicit relationship records connect members across branches and generations.

Record Types

Family memberRelationshipFamily meetingMeeting resolutionMeeting action item

Explore more capabilities

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.