Simple pricing
It's free to get started, as your needs and complexity increases, so does your price, but hopefully not as much as the problem you're trying to solve for you!
Free
A free plan for individuals, or simple 1st generation family offices.
$0
/user/month
- 10 investment lines
- 2 family members
- 1 administrator account
- 1 legal entity
- 50 AI credits per month
Standard
A plan for small families, 1st to 3th gen family offices with simple needs.
$59.9
/user/month
- 20 investment lines
- 8 family members
- 2 administrator accounts
- 3 legal entities
- 120 AI credits per month
Custom
For 3rd+ gen family offices with more complex needs.
from $99.9
/user/month
- Unlimited investment lines
- Unlimited family members
- Unlimited administrator accounts
- Unlimited legal entities
- Unlimited AI credits per month
Frequently asked questions
Everything you need to know about FamilyOFX pricing and plans for your family office.
Yes, we use bank-level encryption and security protocols. All data is encrypted at rest and in transit, with multi-factor authentication and role-based access controls to protect your family's sensitive financial information.
You can cancel your subscription at any time from your account settings. Your data will remain accessible until the end of your billing period, and you can export all your information before cancellation.
The free plan is perfect for simple family offices or individuals getting started. It includes 10 investment lines, 2 family members, and 50 AI credits per month with no time limit or credit card required.
Absolutely! You can change your plan at any time. Upgrades take effect immediately, while downgrades take effect at the end of your current billing cycle. Any unused features will be prorated.
AI credits include document processing, email ingestion, automatic categorization, and data extraction from PDFs and statements. Each processed document or email counts as one AI credit, use of the AI chatbot does not consume credits at this time.
Yes, Standard and Custom plan customers receive onboarding support to help set up your family office structure, import existing data, and train your team on the platform.