Digital Family Office for Affluents
Your Assets. Your Experts.
One conversation away.
No longer reserved for the ultra-wealthy
Request early access
Audience
The affluents need better tools to take control and
call the shots
think
A Series B founder with London property, FAANG stock, Singapore accounts, and angel deals — plus a spouse in Private Equity with bonds, stocks, and pension
problem
No system,
no signal
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 48 48" xmlns="http://www.w3.org/2000/svg"><path d="M 0 10 L 0 0" fill="transparent" height="10px" id="bjjlARKtv" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2.5" stroke="rgb(178, 135, 103)" transform="translate(20 34)" width="1px"/><path d="M 0 4 L 0 0" fill="transparent" height="4px" id="Asn8f8zWA" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2.5" stroke="rgb(178, 135, 103)" transform="translate(28 34)" width="1px"/><path d="M 0 0 L 0 8 C 0 9.061 0.421 10.078 1.172 10.828 C 1.922 11.579 2.939 12 4 12 L 12 12" fill="transparent" height="12px" id="VXWKthxeC" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2.5" stroke="rgb(178, 135, 103)" transform="translate(28 4)" width="12px"/><path d="M 0 6 L 0 0" fill="transparent" height="6px" id="nMHjq_LNS" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2.5" stroke="rgb(178, 135, 103)" transform="translate(36 34)" width="1px"/><path d="M 0 0 L 40 0" fill="transparent" height="1px" id="sE8JbbQRF" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2.5" stroke="rgb(178, 135, 103)" transform="translate(4 26)" width="40px"/><path d="M 32 22 L 32 10 L 22 0 L 4 0 C 2.939 0 1.922 0.421 1.172 1.172 C 0.421 1.922 0 2.939 0 4 L 0 22" fill="transparent" height="22px" id="iVFWujUf6" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2.5" stroke="rgb(178, 135, 103)" transform="translate(8 4)" width="32px"/><path d="M 0 6 L 0 0" fill="transparent" height="6px" id="ZjsXYKpXZ" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2.5" stroke="rgb(178, 135, 103)" transform="translate(12 34)" width="1px"/></svg>)
Financial assets are scattered across spreadsheets, emails, and memory
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 48 48" xmlns="http://www.w3.org/2000/svg"><path d="M 22.8 23.74 C 23.869 20.563 24.029 17.152 23.264 13.889 C 22.498 10.626 20.837 7.642 18.468 5.272 C 16.098 2.902 13.114 1.241 9.851 0.476 C 6.588 -0.29 3.176 -0.129 0 0.94" fill="transparent" height="23.739653376092743px" id="ZVGwu2JOa" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2.5" stroke="rgb(178, 135, 103)" transform="translate(18.2 6.061)" width="23.73961108502012px"/><path d="M 0 0 L 40 40" fill="transparent" height="40px" id="tcj2aezvs" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2.5" stroke="rgb(178, 135, 103)" transform="translate(4 4)" width="40px"/><path d="M 7.2 0 C 2 5.4 0.4 13.8 4 20.8 L 0 32.8 L 12 28.8 C 18.8 32.4 27.2 31 32.6 25.4" fill="transparent" height="32.8px" id="CydrqznS0" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2.5" stroke="rgb(178, 135, 103)" transform="translate(4 11.2)" width="32.6px"/></svg>)
Legal terms live in files saved in inboxes and desktops - not linked to your actual money
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 48 48" xmlns="http://www.w3.org/2000/svg"><path d="M 32 22.001 C 32 32.001 25 37.001 16.68 39.901 C 16.244 40.049 15.771 40.041 15.34 39.881 C 7 37.001 0 32.001 0 22.001 L 0 8.001 C 0 7.47 0.211 6.962 0.586 6.587 C 0.961 6.212 1.47 6.001 2 6.001 C 6 6.001 11 3.601 14.48 0.561 C 14.904 0.199 15.443 0 16 0 C 16.557 0 17.096 0.199 17.52 0.561 C 21.02 3.621 26 6.001 30 6.001 C 30.53 6.001 31.039 6.212 31.414 6.587 C 31.789 6.962 32 7.47 32 8.001 Z" fill="transparent" height="40.00671581068701px" id="bYcBO5zil" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2.5" stroke="rgb(178, 135, 103)" transform="translate(8 3.999)" width="32px"/><path d="M 0 0 L 0 8" fill="transparent" height="8px" id="DogoAu1AR" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2.5" stroke="rgb(178, 135, 103)" transform="translate(24 16)" width="1px"/><path d="M 0 0 L 0.02 0" fill="transparent" height="1px" id="W9Xcym2FJ" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2.5" stroke="rgb(178, 135, 103)" transform="translate(24 32)" width="1px"/></svg>)
Sensitive data lives in inboxes and downloads. One crash, and no one knows what you owned
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 48 48" xmlns="http://www.w3.org/2000/svg"><path d="M 6 12 C 9.314 12 12 9.314 12 6 C 12 2.686 9.314 0 6 0 C 2.686 0 0 2.686 0 6 C 0 9.314 2.686 12 6 12 Z" fill="transparent" height="12px" id="VqV7toY3p" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2.5" stroke="rgb(178, 135, 103)" transform="translate(6 6)" width="12px"/><path d="M 0 0 L 0 24" fill="transparent" height="24px" id="ZSYDUsO7t" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2.5" stroke="rgb(178, 135, 103)" transform="translate(12 18)" width="1px"/><path d="M 12 0 L 0 12" fill="transparent" height="12px" id="ShXI3mOwh" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2.5" stroke="rgb(178, 135, 103)" transform="translate(30 6)" width="12px"/><path d="M 12 12 L 0 0" fill="transparent" height="12px" id="pYtT6Qd2O" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2.5" stroke="rgb(178, 135, 103)" transform="translate(30 6)" width="12px"/><path d="M 0 0 L 0 7" fill="transparent" height="7px" id="G_TXJDGKj" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2.5" stroke="rgb(178, 135, 103)" transform="translate(36 23)" width="1px"/><path d="M 6 12 C 9.314 12 12 9.314 12 6 C 12 2.686 9.314 0 6 0 C 2.686 0 0 2.686 0 6 C 0 9.314 2.686 12 6 12 Z" fill="transparent" height="12px" id="I9EbaWLZD" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2.5" stroke="rgb(178, 135, 103)" transform="translate(30 30)" width="12px"/></svg>)
Excel shows the numbers. It does not show the path
solution
Your very personal family office
Legal Agent
If you sell now, 1,114 shares will be delivered - but only 774 are sellable. The rest are still under holding restrictions.
Investment Analyst
The shares are trading at $565 and are quite liquid. That’s roughly $437,310 gross, including dividends. Details
Tax Agent
With a 52% effective tax rate, your net would be around $209,908. Details
Risk Analyst
Your stock options are in USD, but the mortgage is in GBP — so you're taking on FX exposure. Details
Head of Family Office
After the sale, your total wealth would be around $2,209,908 out of which 20% in liquid assets
But a few flags:
You have a $140k obligation due in February — let me know if you want me to factor that into your cash flow.
Your stock options are in USD, but the mortgage is in GBP — you’re taking on FX exposure.
We cover any asset. Anywhere in the world
5,000+
bank connected
500+
crypto CEX, chains and wallets
Send & Drop
any document and we parse
Take control
Climbing up is hard - not slipping is harder
Clarity, confidence, and control. All driven by a holistic view of your assets
Request early access