Family Office
Family Transition Mode
Signature+ family offices, principals planning succession
Model a generational handoff for the selected entity across three integrated layers — tax, governance, and family psychology — with an AI-generated plan, timeline, risks, and a shareable read-only snapshot.
What you can do
- Add named heirs with role targets, strengths, gaps, and prep status
- Invite outside advisors (CPA, estate attorney, wealth manager, therapist) as scoped collaborators
- Generate the AI transition plan and readiness score
- Enable a read-only share link to send to heirs or advisors without an account
Use it when you want to
- 10-year handoff plan from founder to next generation
- Aligning heirs, trustees, and outside advisors around one plan
- Stress-testing readiness before triggering estate moves
Tour
1. Family Transition Mode
One plan across tax, governance, and family psychology for the currently selected entity.
2. Pick the family entity first
Switch to the trust or holding company you're planning the handoff for — the plan is scoped to it.
3. Start a transition plan
Give it a name and a horizon (5–20 years). You can run multiple scenarios side by side.
4. Add heirs, then generate
The AI reads your heirs, their prep status, and the entity type to draft an integrated tax + governance + psychology plan.
5. Collaborate safely
Every plan now has Members (Viewer/Commenter/Editor/Admin), My alerts (per-plan reminder overrides), and an Activity tab that shows exactly who changed what. Simultaneous edits are protected by revision locking — no more overwriting each other.