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Family Office
Family Office / Entities
Family offices and multi-entity principals
Manage trusts, LLCs, and principals with consolidated cross-entity reporting.
What you can do
- Create a new entity (trust, LLC, principal group)
- Invite members with roles
- See consolidated pipeline across all entities
Use it when you want to
- Reporting across a family's structures
- Delegating access without losing oversight
Tour
1. Family Office mode
Model your real-world structures — trusts, LLCs, principals — and roll everything up.
2. Add an entity
Every entity gets its own scoped pipeline and access controls.
3. Then switch views globally
The entity switcher in the header filters every page by the entity you pick.