Parent offices

Multi-family office and fund house parent shell, clients, and branding.

Parent organisations (multi-family offices and fund houses) sit above client or fund workspaces.

Parent home

Dashboard on a parent org opens Parent home (/parent/home) with overview metrics and quick links to clients/funds.

View	Route	Purpose
Clients / Funds list	`/parent/clients` or `/parent/funds`	All child organisations
Child detail	`/parent/clients/[id]`	Enter a client workspace

Enter client switches your active org to the child so you work in their data. The inbox may aggregate threads across children.

Parent billing is agreed monthly invoicing — not self-serve Pro/Generational cards. See Parent offices (billing).

Report templates — /reports on the parent shares templates downward
Branding — Settings → Branding for logos and colours on client-facing surfaces

Security

Two-factor authentication and account security in FamilyOFX.

Branding and report templates

Parent org branding and shared report templates for clients.