Custom Software · Family office

One consolidated view across a family's entities.

All entities · ConsolidatedUpdated this morning

Net worth$0.0M

Cash on hand$3.2M

Properties23

Needs attention0

By entityShare of net worth

Sample Holdings LLCReal estate$18.4M

Example Ventures LPPrivate equity$11.2M

Demo Land Co.Land$8.1M

Placeholder TrustSecurities$6.9M

Mock Operating Co.Operating business$4.0M

Needs attention

Insurance renewalSample Holdings · due in 21 days
K-1 receivedExample Ventures LP · filed to 2026

Recent activityAll entities

Rent depositedSample Holdings LLC$48,200
Capital call fundedExample Ventures LP$250,000
Tax estimate paidPlaceholder Trust$31,750
Distribution receivedDemo Land Co.$12,400

A working miniature, shown with sample data.

The challenge

Spreadsheets for every entity.

Holdings, properties and accounts sat across separate entities and spreadsheets, so a simple question about the whole picture meant hours of pulling numbers together.

What we built

One dashboard for the whole picture.

A consolidated dashboard that brings every entity's figures together, shows what's current and what needs attention, and keeps each entity's detail one click away.

How it runs today

Private by design.

Hosted and supported by us. The family and its entities stay unnamed here, and every screen shown uses sample data.