Family Office made simple
FamilyOFX is a complete suite of tools for managing your family office. Whether you're the family office or there are 200 of you. Finance saavy or not, we've got you covered.
Features That Set Us Apart
Our platform combines investment, cost, asset, document and even contact managment to provide you will a full interoperational suite of tools. At the same time it also helps with education, residency, affectio and more...
Complete Family Office Suite
Investment tracking, document management, education planning, residency, and everything your family office needs.
Starts Free
Get started with our free tier and scale as your family office grows - transparent pricing with no hidden fees.
No Finance Background Required
Intuitive interface designed for everyone - whether you're a finance expert or just getting started with wealth management.
AI-Native Platform
Intelligent automation and AI-powered insights help optimize your data ingestion and focus on the right investment, strategic and financial decisions.
Complete CRM Suite
Manage family relationships, advisors, service providers, and investments all in one comprehensive platform.
Bank-Level Security
Your family's financial data is protected with encrypted, bank-level security protocols and advanced access controls.
Investment, Estate & Cost Tracking
Comprehensive wealth management with real-time data integration and AI-powered asset tracking. Connect all your investments and expenses in one unified platform.
- Connect to real-time stock prices, crypto, and market data to track your portfolio performance across all asset classes.
- Securely link bank accounts and credit cards to automatically track expenses, transfers, and cash positions in real-time.
- AI automatically ingests PDFs and emails to update PE investments, real estate, and other alternative assets with intelligent data extraction.
Document & Contact Management
Organize and link all your family office documents and relationships directly to positions and transactions. Never lose track of important paperwork or key contacts again.
- Automatically attach contracts, statements, legal docs, and reports to specific investments and transactions for instant access.
- Link advisors, managers, lawyers, and service providers to relevant positions and transactions for seamless relationship management.
- AI automatically categorizes and tags documents by asset type, date, and relevance, making everything searchable and accessible.
Customer Success Stories
Trusted by Family Offices Worldwide
Join family offices who have transformed their wealth management with our comprehensive platform.
FamilyOFX has revolutionized how we manage our family's investments and expenses. The AI document processing automatically updates our PE positions, and linking all costs to specific assets gives us unprecedented visibility into our true returns. It's exactly what every family office needs.
Etienne Adriaenssen
CFO of Oaks Estate, 6th gen ABI family shareholder
Start with FamilyOFX today!
Join leading family offices in transforming their wealth management. Get started for free and scale as you grow.