The office in a box
For single family offices
One family, one private workspace. Track wealth, documents, cashflow, and relationships without assembling a twenty-person stack—or waiting until you have €100m to deserve an office.
Built for one family, run properly
Principals need a system that holds up over time. Operators need something they can actually run day to day. Next-gen need to be in the room—not waiting for a PDF.
One system of record
Positions, cash, documents, contacts, tasks, and costs in one place—so the family is not reconstructing the picture from inboxes and folders.
Next-gen in the room
Role-based access so heirs and family members can see what they should, learn how decisions are made, and stop inheriting a black box.
Document-led private markets
Capital calls, distributions, and manager letters update alternatives from the files you already receive—review before anything posts.
Privacy that is structural
Encryption in transit and at rest, an audit trail, and an architecture that treats your data as yours—not training data, not a growth funnel.
Automation you still control
AI helps with ingestion, extraction, and drafting. You keep the review step. Exports are there when counsel or an auditor asks.
No RFP theatre to see the price
Personal, Pro, and Generational plans are published below. Start small; upgrade when complexity does.
Plans for single family offices
Flat per organisation, monthly or yearly. Multi-family offices and fund houses are billed at the parent—see those pages, or contact us.
Personal
A focused workspace to explore the platform—individuals or a lean first-generation office.
from
€0
/month
- 10 investment lines
- 2 family members
- 1 administrator account
- 30 AI credits per month
Pro
For growing families and offices from first to third generation with expanding scope.
from
€850
/month
- 20 investment lines
- 8 family members
- 2 administrator accounts
- 120 AI credits per month
Generational
For third-generation and later family offices with layered entities, alternatives, and multi-seat teams.
from
€1,850
/month
- Unlimited investment lines
- Unlimited family members
- Unlimited administrator accounts
- 9999 AI credits per month
- Custom integrations (additional costs may apply)
Frequently asked questions
How FamilyOFX works for a single family office.
Yes. Single family office is the default workspace—your books, documents, and people in one organisation. If you later serve other families or vehicles, you can move to a multi-family or fund-house parent.
Yes. Encryption in transit and at rest, multi-factor authentication, and role-based access controls are standard. Your data is treated as yours—not a growth funnel, not for model training.
Published prices are flat per organisation for the plan you choose. Member and line caps still apply within each plan; they do not multiply the subscription price. Subscribe from Settings → Billing.
Personal is a no-cost way to run a small workspace with published limits—no time limit and no card required. Upgrade when the office needs more lines, seats, or automation headroom.
Yes. Upgrades apply immediately after Checkout; downgrades take effect at the next billing cycle.
No. These published plans are for single family offices. Multi-family offices and fund houses are billed at the parent on an agreed monthly Stripe invoice. See For → Multi Family Office or Funds, or Billing → Parent offices in the docs.
Start with one family, done properly
Open a workspace today on a published plan. Upgrade when the office needs more headroom.