Coordinated financial guidance, licensed experts, and AI automation — all in one place.
WealthCloud360 is redefining what it means to have a family office. We bring together licensed experts, AI-powered automation, and a unified digital platform to deliver a modern, scalable, and affordable Virtual Family Office experience — so individuals, families, business owners, and professionals can build, protect, and grow wealth with clarity and coordination.
family-office coordination beyond legacy gatekeeping
one connected platform for goals, documents and planning
licensed experts and automation working together
Assets, liabilities, estate planning status, and goals — all in one intelligent system.
Proactive reminders, intelligent scheduling, and AI-generated financial summaries.
Wealth managers, estate attorneys, CPAs, insurance specialists — working as a team.
Meet your advisory team virtually, anytime, from any device.
Most people don't have a financial strategy — they have pieces of one.
A financial advisor managing investments. A CPA handling taxes once a year. An attorney drafting documents — if at all. Insurance policies scattered across providers. Business decisions made without integrated planning. These professionals rarely communicate with each other.
Even worse, 75% of Americans don't have an estate plan, and many business owners have no clear exit or succession strategy.
Disconnected advisors mean tax savings, estate strategies, and growth levers go unnoticed.
Without coordinated tax strategy, households and businesses overpay year after year.
Without an estate plan, families face probate risk, confusion, and unnecessary legal costs.
Siloed advice leads to confusion, inefficiency, and a strategy that never adds up to a whole.
Democratizing family-office-level planning for the 99%.
We envision a world where every individual, family, household, business, and community can access the same institutional-grade strategies once reserved for the ultra-wealthy — globally and at scale.
To make family-office-level financial coordination accessible to every household and business in the world.
To connect individuals, families, business owners, and professionals with a curated team of experts and an AI-powered platform that enables them to build, protect, and transfer wealth across generations with clarity and confidence.
Family Office-level guidance without traditional family office costs.
Traditional family offices often cost $25,000–$250,000+ per year, making them inaccessible to most people. WealthCloud360 delivers the same level of coordination, the same strategic depth, and the same multi-disciplinary collaboration — at a fraction of the cost.
One platform. One login. One coordinated strategy. No more chasing multiple advisors across disconnected services.
Your CPA, attorney, financial advisor, and insurance specialist work together — not separately — inside one connected platform.
Make smarter decisions using real-time insights, AI-powered analysis, and centralized financial data.
Save time, reduce complexity, and avoid unnecessary fees through streamlined coordination and workflow automation.
A smarter, more accessible model.
The traditional model is outdated. WealthCloud360 introduces a modern, digital-first approach that combines expert collaboration and AI-powered technology without the prohibitive overhead of a traditional office.
Get institutional-level guidance without institutional-level costs — delivered through a modern virtual model.
No more siloed advice. Everything is connected — from tax planning to estate planning to investments.
Access your financial life anytime, anywhere, on desktop or mobile. Your family office is always on.
By centralizing services, WealthCloud360 helps minimize risk, simplify execution, and create consistent long-term strategy.
Every plan is tailored to your household, business, goals, and risk tolerance — not a generic template.
AI enhances decision-making while licensed professionals provide the oversight and expertise that matters.
Built for individuals, families, businesses, and professionals.
WealthCloud360 adapts to different planning realities — whether you are organizing your household, preparing a business transition, or scaling a professional advisory practice.
Talk to our teamCreate or update your estate plan, optimize taxes, protect your family, plan for retirement, and organize your entire financial life in one place.
Your business is your largest asset. Plan for growth, reduce taxes, protect your business, prepare for exit or succession, and align personal and business wealth strategies.
Join a network designed for collaboration, automation, and growth. Generate more clients, deliver better outcomes, and operate inside a modern professional system.
A collaborative professional network around every client journey.
WealthCloud360 connects you with a curated network of licensed professionals who don't just advise you — they work together as a coordinated team on your behalf.
Custom investment strategies, portfolio construction, and long-term financial growth.
Legal structures for wealth transfer, tax minimization, and multi-generational legacy protection.
Tax planning, compliance, and business-decision guidance that helps preserve and grow wealth.
Risk management, key-person coverage, and personalized protection strategies for families and businesses.
Ownership transition planning, continuity strategy, and legacy-preserving business structures.
Real estate strategy integrated into your broader wealth and estate planning picture.
A smarter way to coordinate your financial life.
The platform is designed to move from profile creation to coordinated expert collaboration without forcing clients or professionals into fragmented workflows.
Create your individual, family, business, or professional profile.
Tell us your needs around estate planning, tax strategies, insurance, business planning, or wealth coordination.
Our platform connects you with the right Family Office advisor or professional team for your situation.
Manage relationships, communication, and strategy from a centralized dashboard — anytime, anywhere.
Automate scheduling, reminders, follow-ups, and ongoing planning workflows so nothing falls through the cracks.
See WealthCloud360 in action.
From homeowners without a plan to business owners preparing for exit — here's how WealthCloud360 makes a real difference.
John & Maria — Homeowners in California. No estate plan, multiple financial accounts, no advisor coordination, and concerned about probate.
David — Owner of a $5M revenue company. No exit strategy, high tax exposure, and no succession plan in place.
Young couple with two children. No guardianship plan, limited financial organization, and no long-term strategy.
Independent Financial Advisor. Limited client capacity, manual processes, and difficulty coordinating with other professionals.
Smarter client decisions and stronger relationship visibility.
WealthCloud360 unifies client data, planning context, and engagement signals so professionals can move faster, personalize more effectively, and create a more memorable advisory experience.
Professionals gain a sharper view of clients and opportunities to deepen relationships and grow more efficiently.
Personalized digital-first experiences and goal-based planning significantly improve trust and engagement.
Integrated data, automation, and relationship visibility create stronger operational leverage across advisory workflows.
Designed to simplify, automate, and scale.
Core tools organized around household coordination, scheduling, automation, and secure collaboration — so both clients and professionals work from the same source of truth.
Automate follow-ups, reminders, onboarding, and planning workflows to eliminate friction.
Streamline booking, confirmations, reminders, and virtual meetings across your advisory team.
Track goals, accounts, assets, real estate, insurance, and life events all in one place.
Monitor progress, opportunities, and collaboration activity in real time.
Industry-standard security and privacy practices protecting your most sensitive financial information.
Access your Family Office anytime, anywhere, on any device — it's always on.
Reduce manual tasks and focus on building meaningful client relationships.
Connect Zoom, Google Meet, Microsoft Teams, email, and CRM tools seamlessly.
The Family Office experience for the 99%.
Everyone has professionals. Almost no one has coordination. Choose the membership that matches who you are — a family or business owner, a professional, or a firm.
Understand what you have and what needs attention.
- Family Office Coordination Assessment & Score
- Blind spot summary
- Family 360° overview
- Specialist introductions and concierge coordination
- Secure portal, document vault and annual check-in
Organize the whole household and coordinate the people around it.
Everything in Family Office Access, plus:
- Full Family 360° across nine planning domains
- Coordination Priorities and Family Office Action Plan
- Family Office Review, with reassessment
- Your Family Office Team and cross-professional coordination
- Household dashboard for both partners, web and mobile
Coordinate the family and the business as one picture.
Everything in Family Office Household, plus:
- Business 360° across twelve business domains
- Succession, buy-sell and exit readiness coordination
- A dedicated Family Office Advisor
- Managed coordination across your CPA, attorney, advisor and insurance professional
- Household and business portals
Enter the specialist and referral ecosystem.
- Listed in the specialist network by discipline and region
- Coordinated client introductions
- Referral coordination in both directions, with outcomes tracked
- Relationship management and appointment scheduling
- Email and calendar coordination
Work inside the household, alongside the other professionals.
Everything in Network Partner, plus:
- Scoped Family 360° and Business 360° where access is granted
- Assessment results: gaps, priorities, professionals involved
- Shared next actions with owners and dates
- Household and business relationship mapping
- Practice dashboards and relationship analytics
Bring the Family Office coordination model into your client relationships.
Everything in Collaborating Partner, plus:
- Run Coordination Assessments, Score and Blind Spot Intelligence
- Family Office Action Plans and Review workflows
- Cross-professional and specialist network coordination
- Next Best Coordination Action
- Partner-branded client experience and professional reports
Give your firm the foundation to deliver a coordinated Family Office experience.
- Firm relationship dashboard across every advisor
- Firm administration, roles and permissions
- Coordination Assessments, Score and Blind Spot Intelligence
- Family 360°, Business 360° and Action Plans
- Firm-branded client portal and professional reports
Run the model across the whole book, not one client at a time.
Everything in Practice Foundation, plus:
- Relationship intelligence and data enrichment
- Next Best Coordination Action for every advisor
- Advanced coordination workflows and referral routing
- Family Office Advisor support behind your team
- Automated follow-up and client engagement
An integrated Family Office operating environment behind your firm.
Everything in Family Office Practice, plus:
- Dedicated coordination engine
- Custom workflow integrations, embedded in your systems
- Tax, estate, risk, succession and exit coordination workflows
- Client journey management and executive relationship reviews
- Executive coordination and concierge partner support
All memberships are annual; the price shown is the monthly equivalent. You'll see the full annual total before checkout. Operating System terms, seats and onboarding are set with your firm.
View all plansA professional operating layer designed to grow relationships and reduce workflow drag.
WealthCloud360 helps advisors and partners automate repetitive work, coordinate more effectively, and serve clients through a more connected financial ecosystem.
- Automation and workflow efficiency for follow-ups, billing, communication, and compliance-related coordination
- Integration with third-party services such as CRM systems, calendar tools, email, and collaboration platforms
- Client onboarding and engagement tools that help partners create smoother, more personalized experiences
- Scalability and flexibility for advisors and partner firms that need to add clients, services, and workflows over time
- Education, training resources, and strategic guidance to help professionals maximize platform adoption
Security and compliance you can trust.
We take security and compliance seriously. WealthCloud360 uses robust infrastructure, privacy-focused practices, and professional-grade safeguards to protect your information.
We also maintain dedicated compliance and security expertise to help meet and exceed industry-standard privacy and security expectations.
Secure infrastructure and privacy-focused design principles throughout the platform.
Built to support regulated financial professionals and their compliance requirements.
Reliable systems built for performance and secure collaboration at scale.
Questions about WealthCloud360?
Ask about products, services, pricing, implementation, or packaging. Our team can help point you toward the right path.
Let's connect.
Contact our Family Office team to discuss solutions that fit your individual, household, business, or partner needs. Take the next step toward a coordinated financial life.
By submitting this form, you consent to receive SMS/text messages from WealthCloud360 regarding services. Message and data rates may apply. Reply STOP to opt out.