All FamVault features
Staff & Advisors The people who run and advise the family office
Staff records with leave tracking and an advisor directory covering wealth managers, lawyers, accountants and consultants.
Staff records and the advisor directory How it works Staff & Advisors keeps the office's human infrastructure organized: staff members with roles, employment details and leave records, and the external advisors — wealth managers, counsel, accountants — with their firms and specialties.
Each person can be linked to the records they touch, and staff can be given their own platform access with a role scoped to exactly what their work requires.
Capabilities Staff records Roles, employment details and leave tracking.
Advisor directory External advisors with firms, specialties and contacts.
Scoped platform access Staff and advisors get roles limited to their work.
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.
FamVault