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 a client whose members grant you a live, read-only view of their net worth. Aggregated per-family holdings and cross-family assets-under-advisement reporting, with nothing ever copied into your org.
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 lives at /family-office and is the org-side counterpart to the personal Wealth module — the surface a wealth-advisory firm uses to serve many families at once. Each family is a client whose members grant the office a permissioned, revocable view of their net worth from personal Wealth. You see a households list, and for each family an aggregated picture of their holdings — cash, investments, real estate, private businesses, collectibles, and liabilities — assembled server-side from the family's own live data.
The permissions-over-copies principle is load-bearing here. Nothing is duplicated into your org; the wealth stays owned by the family, and you hold only the view they granted. You see exactly what each family shared, every read is logged on the family's side, and any family can revoke instantly. Cross-family reporting totals your assets under advisement across every family that granted access.
What you can do with it
Keep a households list where each family grants you a live net-worth view
See a family's aggregated cash, investments, real estate, and businesses
Report total assets under advisement across every family that shared
Read only what each family granted, with every access logged on their side
Let any family revoke the office's view instantly
Get this module
Free for all Turtini organizations.
Who it's for
- Family offices managing several families' wealth together
- Wealth-advisory firms that want live holdings without importing data
- Advisors who need permissioned, revocable, audit-logged client views
Details
- Category
- Finance
- Pricing
- Free
- Built by
- Badge
- New