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.

How it works

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.

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.

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.

Family Directory & Tree

How it works

Capabilities

Member profiles

Interactive family tree

Per-member dashboards

Family Council

Relationship mapping