The system behind your family office
Built exclusively for single-family offices. Track your family’s wealth, positions, and paperwork in one private place. Clear for principals, precise for the team running the office.
Private by design — role-based access
Encryption in transit and at rest
Export and audit trail when you need them
What sets FamilyOFX apart
One interoperable layer for investments, documents, residency, education, and relationships—without turning your family story into a user-friendly consumer app.
Private by design
Role-based access, encryption in transit and at rest, and an architecture that treats your data as yours—not a growth funnel.
Complete family office suite
Positions, cash, documents, news, residency, and the adjacent workflows a serious office actually runs—kept coherent in one system.
Full CRM for the office
Family, operators, and external advisors in one relationship map tied to deals, tasks, and records the principals expect to be right.
From explorer to generational scale
Start with a focused workspace, move to team seats as complexity grows—transparent per-user pricing, no bait-and-switch.
No finance degree required
Defaults and navigation that work for owners and next-gen—while still satisfying operators who live in detail.
Automation you control
Assisted ingestion and suggestions where they save time—always reviewable, with exports when you want Excel or an auditor in the loop.
Investment, estate & cost tracking
See allocations, liquidity, and costs together—market data where available, alternatives and private assets updated from statements and notices your office already receives. Built for reconciliation-minded workflows, not vanity charts.
- Live market dataEquities, funds, and listed instruments with prices where feeds exist—alongside alternatives so nothing sits in a blind spot.
- Bank & cash visibilityLink accounts to reflect cash, cards, and transfers alongside investments so liquidity is never a separate spreadsheet.
- Document-led updatesCapital calls, distributions, K-1s, and manager PDFs can be ingested to keep private equity, real estate, and other alternatives current—review before anything posts.
Document & contact management
Contracts, statements, and correspondence stay tied to the positions and people they belong to—searchable, permissioned, and ready when the family or advisors ask.
- Position-linked documentsStatements, legal agreements, and reports attach to the relevant investment or transaction—not a folder tree nobody trusts.
- Contact integrationAdvisors, managers, counsel, and family members linked where the work happens so context does not live in inboxes alone.
- Structured filingIncoming files can be categorized and tagged by type and relevance so the team finds the right artifact in seconds.
Connects with the sources you already have
We meet family offices where their data lives today—without claiming every custodian on day one.
Custodian & manager PDFsEmail forwards & attachmentsManual CSV / Excel import
Built from lived family office experience
FamilyOFX is led by practitioners who have carried multi-generational responsibility—not anonymous SaaS operators. Read how "shirtsleeves to shirtsleeves" shaped the product on our story page.
Proof, not platitudes
Trusted by serious operators
We would rather show outcomes and real voices than fill the page with stock photography.
FamilyOFX has revolutionized how we manage our family's investments and expenses. The document-led workflows update our PE positions, and linking all costs to specific assets gives us visibility into true returns. It is what a modern family office stack should feel like.
Bring clarity to your family office
See the workspace with a guided trial—scale to team seats when the office is ready. Pricing is published; there is no back-room quote sheet.