Personal Records

Identity, immigration, health, education and career

Passports, visas, residencies, citizenships, tax residencies, medical, education and employment records for every member — with expiry tracking.

Personal records with identity, immigration and health sections

How it works

Personal Records is the single home for every member's life documents: identity papers, residency permits, citizenships, visas and tax residencies — each with issue and expiry dates that feed the alerts engine so nothing lapses unnoticed.

Health records keep physicians, medical reports and conditions organized per member. Education and employment histories complete the picture, so a member's full story is available to the people who need it — and only to them.

For global families, the immigration section tracks visa types by country with country-aware document requirements, and tax-residency records drive the tax filing obligations engine automatically.

Capabilities

Identity & immigration
Passports, national IDs, residencies, citizenships and visas with expiry alerts.
Tax residencies
Per-country tax residency records that drive filing obligations automatically.
Medical records
Physicians, reports and conditions organized per family member.
Education & employment
Complete schooling and career histories for every member.
Owner-scoped privacy
Family members see their own records; broader access is role-gated.

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.

Personal Records

How it works

Capabilities

Identity & immigration

Tax residencies

Medical records

Education & employment

Owner-scoped privacy