The Family Office experience for the 99%.
One view of the family and the business, the right professionals working from the same picture, and someone making sure the next thing actually happens.
Whether we're coordinating your family and business, collaborating with you as a professional, or helping your firm deliver the Family Office model, we bring the people, the priorities and the next actions into one coordinated experience.
Choose how you experience WealthCloud360.
Everyone has professionals. Almost no one has coordination. Tell us who you are and we will show you the right way in.
For families and business owners who want a coordinated view of their financial, business and planning life.
For CPAs, attorneys, wealth advisors, insurance professionals, business advisors and other specialists who want to participate, collaborate and ultimately quarterback relationships.
For advisors and firms ready to deploy WealthCloud360 Family Office infrastructure across their relationships or practice.
Memberships in a Family Office, not software subscriptions.
Every one of them starts with the same thing: someone looking at all of it, once. Then a score, a picture, a team, and a plan with names and dates on it.
Understand what you have and what needs attention.
- The experience
- Family Office Coordination Assessment
- Family Office Coordination Score
- Blind spot summary
- Family 360° overview
- Your team
- Introductions to specialists when a gap calls for one
- Concierge coordination
- Your Family Office
- Secure portal and document vault
- Annual check-in
Organize the whole household and coordinate the people around it.
Everything in Family Office Access, plus:
- The experience
- Full Family 360° across nine planning domains
- Coordination Priorities with owners and dates
- Family Office Action Plan
- Family Office Review, with reassessment
- Your team
- Your Family Office Team — every professional, and what each one owns
- Cross-professional coordination
- Your Family Office
- Household dashboard for both partners, web and mobile
Coordinate the family and the business as one picture.
Everything in Family Office Household, plus:
- The experience
- Business 360° across twelve business domains
- The intersections — where family and business decisions meet
- Succession, buy-sell and exit readiness coordination
- Family Office Reviews on a set cadence
- Your team
- A dedicated Family Office Advisor
- Managed coordination across your CPA, attorney, advisor and insurance professional
- Your Family Office
- Household and business portals
- Next Best Coordination Action
All memberships are annual, and the monthly figure is the monthly equivalent. We show the full annual total before you check out. Already work with a CPA, attorney or advisor? Bring them in at no cost — they keep the relationship, and we coordinate around it. Compare all nine memberships
Participate, collaborate, and eventually quarterback.
You keep your clients, your practice and your judgment. We give you a coordinated way to work with everyone else around the family — and a path to running the model yourself.
Enter the specialist and referral ecosystem.
- Participation
- Listed in the specialist network by discipline and region
- Coordinated client introductions
- Referrals
- Referral coordination in both directions
- Outcomes tracked back to you
- Practice
- Relationship management and appointment scheduling
- Email and calendar coordination
- Relationship reporting and partner concierge support
Work inside the household, alongside the other professionals.
Everything in Network Partner, plus:
- Household coordination
- 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
- Intelligence
- Opportunity coordination within your discipline
- Practice dashboards and relationship analytics
Bring the Family Office coordination model into your client relationships.
Everything in Collaborating Partner, plus:
- The Family Office model
- Run Family Office Coordination Assessments
- Coordination Score and Blind Spot Intelligence
- Family 360° and Business 360° across your relationships
- Family Office Action Plans and Review workflows
- Coordination
- Cross-professional and specialist network coordination
- Referral and opportunity coordination
- Meeting coordination and automated follow-up
- Intelligence
- Relationship intelligence and advanced dashboards
- Next Best Coordination Action
- Your brand
- Partner-branded client experience and professional reports
All memberships are annual, and the monthly figure is the monthly equivalent. We show the full annual total before you check out. Your relationship remains yours — we do not solicit the clients of our partners, at any level. Family Office Partner or Practice Foundation?
Deploy the Family Office model across your practice.
Firm memberships with advisor seats included — not per-seat licenses. Your firm stays at the center of every relationship; the coordination runs underneath it.
Give your firm the foundation to deliver a coordinated Family Office experience.
- Firm infrastructure
- Firm relationship dashboard across every advisor
- Household and business records
- Firm administration, roles and permissions
- The Family Office model
- Coordination Assessments, Score and Blind Spot Intelligence
- Family 360° and Business 360°
- Action Plans and Family Office Review workflows
- Client experience
- Firm-branded client portal and professional reports
- Meeting coordination and follow-up
Run the model across the whole book, not one client at a time.
Everything in Practice Foundation, plus:
- Relationship intelligence
- Relationship intelligence and data enrichment
- Relationship prioritization across the book
- Next Best Coordination Action for every advisor
- Coordination at scale
- Advanced coordination workflows
- Specialist collaboration and referral routing
- Opportunity coordination
- Family Office Advisor support behind your team
- Engagement infrastructure
- Automated follow-up and client engagement
- Virtual coordination support
An integrated Family Office operating environment behind your firm.
Everything in Family Office Practice, plus:
- Operating environment
- Dedicated coordination engine
- Advanced Family Office dashboard across the firm
- Custom workflow integrations, embedded in your systems
- Coordination
- Tax, estate, risk, succession and exit coordination workflows
- Specialist network coordination
- Client journey management
- Executive relationship reviews
- Support
- Executive coordination and concierge partner support
Practice Foundation and Family Office Practice are annual memberships, shown at their monthly equivalent, with the full annual total confirmed before you check out. Operating System terms, seats and onboarding are set with your firm. Family Office Partner or Practice Foundation?
Two memberships at $999. Here is the difference.
One is about who you are. The other is about what your firm runs on.
For the professional who wants to quarterback relationships.
- The question it answers
- How do I coordinate my client relationships?
- What you get
- A professional standing in our ecosystem, and the Family Office model to run your relationships through.
- Branding
- Partner-branded client experience
- Best for
- Solo and small-team professionals — the individual who owns the relationship
“I am a WealthCloud360 Family Office Partner.”
For the firm that wants the infrastructure to deploy the model across its practice.
- The question it answers
- How does our practice deliver this at scale?
- What you get
- The infrastructure to deploy the model across a team, with firm administration and reporting.
- Branding
- Firm-branded, across every advisor
- Best for
- Firms with multiple advisors, shared clients and a managing partner making the decision
“Our practice runs on WealthCloud360.”
Many firms end up with both — the firm on Infrastructure, and each advisor carrying the Family Office Partner designation. They are not alternatives. They are different layers of the same model.
A family office was never a building.
It was an arrangement: someone who saw the whole picture, kept the professionals working from the same page, and made sure the next thing happened. For a century that was available to a few thousand families, because coordinating a household, a business and eight professionals took a full-time staff.
It no longer does. Technology, AI, centralized operations, relationship intelligence and a coordinated professional network let us deliver the coordination itself — the part that always created the value — to families and firms who were never going to hire a staff of twelve.
We are not claiming that a membership replicates a staffed single-family office. We do not manage money, hold assets or replace your professionals. What we make accessible is the coordination — knowing what you have, what needs attention, who is involved, and what happens next.
The same model runs underneath all nine memberships.
Depth of service changes by membership. The model does not. It ends at a review and starts again — which is what makes it a rhythm rather than a project.
The central question, on every priority: who owns what happens next? A CRM stores contacts. We coordinate relationships, priorities, professionals and next actions. See the full coordination model
For an owner, the family and the business are one picture.
Most planning treats them as two. The decisions that go wrong are almost always the ones that cross between them.
- Family & Household
- Estate
- Tax
- Risk & Insurance
- Investments
- Retirement
- Real Estate
- Charitable & Legacy
- Family Governance
intersect
- Business Structure
- Business Value
- Tax
- Cash Flow
- Risk
- Key Person
- Buy-Sell
- Retirement Plans
- Real Estate
- Succession
- Exit Readiness
- Estate Integration
A buy-sell that contradicts the estate plan. A trust that was never funded with the business interest. Charitable structure set up after the letter of intent. A successor named in the business and never discussed in the family. We show you the crossings, and who needs to be in the room for each one. See Family 360° and Business 360°
Three things, and none of them work alone.
Relationship, judgment and quarterback coordination. Decides what matters and who should be in the room.
Cannot watch eleven domains across a whole book, continuously.
Organization, pattern recognition, reminders and next-action support. Surfaces what changed, what is stale and what connects to what.
Cannot exercise judgment, hold a relationship, or give advice.
Professional expertise and implementation. Decides and executes what should actually be done.
Cannot see the whole picture from inside one discipline.
The advantage is not any one of the three. It is that all three are working from the same picture.
Your family. Your professionals. Your information.
Coordinated with your permission.
You own the relationship.
We help you coordinate it.
No professional sees a household unless the relationship owner grants it and the professional accepts.
Every professional with access is listed in plain language, on a screen you can open any time.
Our AI surfaces and recommends. People decide. It never contacts anyone on its own.
Access ends the moment it is revoked — immediately, and completely. Your data exports any time, without a fee.
We do not manage money, hold assets, or provide legal, tax or investment advice. Licensed professionals do that work. How we handle trust, permission and professional boundaries
How billing works
Our memberships are annual. The price on each card is the monthly equivalent of that annual membership, not a month-to-month rate.
What you'll be charged
Before you authorize anything, we show the full annual membership total and the exact amount due today. Nothing is charged until you see both.
Start with one family. Even if it's your own.
Run the WealthCloud360 Family Office Coordination Assessment, see your score and what it finds, and decide from there. Most people — families and firms both — know within one assessment whether this belongs in their life.