Your FamilyWealth Ecosystem

Customized Utilization for Advisors of Complex Family and Business Wealth

Single and Multi-Family Offices - Wealth Management Firms - Law Firms - Accounting Firms
Broker-Dealers - Custodians - Trust Companies - Banks 

Home of the FamilyWealthHubTM Dashboard Program

a private cloud infrastructure enclosed in dense cyber security

Families of Wealth and their advisory Teams can design Family Dashboards while gaining access to WealthBlueprintingTM synchronized with the Knowledge Center, Regional Chapters and a portfolio of carefully selected Expert Sourcing Firms.

One Touch360  ▪  Total Control  ▪  Seamless Navigation

 

 

 

 

 

 

 

 

 

 

Bridge Family/Advisor Communications 
Dense Cyber Security 
• from E-Mails to Documents •


Access anytime, anywhere across all devices
Store - Organize - Manage - Implement - Share

Integrated Tools — streamlined efficiencies
Calendars/Scheduling • Projects • Document Vaults
E-Signature • Group Discussions • E-Mail Groupings
Governance • Libraries • Photo/Video Albums

 

Image Map

 

 

 

 

 

 

 

 

  

 

SSO access to all outsourced facilities
Investing • Legal • Accounting • Lifestyle Services
Properties• Banking • M&A • Philanthropy
Capital Sourcing • Insurances • Health Care

Dashboard CORE
The Private Wealth Asset Reporting Platform
Embedded transparency across all portfolios

Full Aggregation
All entity structures and asset classes
 

 

The Result — Open-Option Dream Engineering