Manage multiple families' wealth under one roof — each family's net worth rolls up from what they granted you, never a copy you have to reconcile.
Manage multiple families' wealth under one roof — each family's net worth rolls up from what they granted you, never a copy you have to reconcile.
What's included
A households list where each family is a client whose members grant you a live, read-only view of their net worth
Per-family aggregated holdings — cash, investments, real estate, businesses — assembled server-side from the family's own live data
Cross-family reporting: total assets under advisement across every family that granted you access
You only ever see what each family granted, every read is logged on the family's side, and any family can revoke instantly
Nothing is copied into your org — the wealth stays owned by the family; you hold a permissioned view
About this module
Family Office is a Turtini module that gives your organization powerful tools right inside the platform you already use.
Activate it free for your organization and start using it alongside your other Turtini modules — no separate login, no separate subscription.
What you can do with it
A households list where each family is a client whose members grant you a live, read-only view of their net worth
Per-family aggregated holdings — cash, investments, real estate, businesses — assembled server-side from the family's own live data
Cross-family reporting: total assets under advisement across every family that granted you access
You only ever see what each family granted, every read is logged on the family's side, and any family can revoke instantly
Nothing is copied into your org — the wealth stays owned by the family; you hold a permissioned view
Get this module
Free for all Turtini organizations.
Who it's for
- Teams using Turtini who need family office capabilities
Details
- Category
- Finance
- Pricing
- Free
- Built by
- Badge
- New