Simple pricing
Published per-seat pricing for workspace administrators—lead with the tier serious offices use, or start with a focused personal workspace and grow when complexity does.
Generational
For third-generation and later family offices with layered entities, alternatives, and multi-seat teams.
€1,850
/user/month
- Unlimited investment lines
- Unlimited family members
- Unlimited administrator accounts
- Unlimited* AI credits per month
- Custom integrations (additional costs may apply)
Pro
For growing families and offices from first to third generation with expanding scope.
€850
/user/month
- 20 investment lines
- 8 family members
- 2 administrator accounts
- 120 AI credits per month
Personal
A focused workspace to explore the platform—individuals or a lean first-generation office.
€0
/user/month
- 10 investment lines
- 2 family members
- 1 administrator account
- 30 AI credits per month
Frequently asked questions
How billing works for family offices evaluating FamilyOFX.
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.
Prices are per administrator seat (workspace operator with full configuration access). Family members and read-only roles are counted separately within each plan’s limits—see plan caps for members and lines.
You can cancel at any time from account settings. Data remains accessible through the end of the billing period, and you can export before you leave.
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; downgrades take effect at the next billing cycle, with fair handling of unused time where applicable.
Credits cover document processing, email ingestion, categorization, and extraction from PDFs and statements. Usage depends on length and complexity; we monitor models and stay transparent if economics shift.
Generational and Pro customers can add onboarding and data migration help. Scope and fees are agreed up front.