Wealthy families have two things you don’t: a team running everything they own, and someone to explain it all. Finna gives you both.
Built by people who ran family offices and private markets at UBS and LGTFree for your household
You’ve never been offered the office.
Your bank or adviser looks after your investments. That is one desk. A family office runs four more: Records, Policy, Protection and Succession. For most families, nobody runs those at all.
Finna gives you all five desks.
The platform
Every family office runs the same five desks. Finna runs all five from one household record.
Records · Gather it
Everything the family owns and owes, entered once.
Inside Records$3.19M is yours, and two figures need checking.
Policy · Govern it
Your family’s own rules for its money, checked every day.
Inside PolicyListed shares are 1.2 points over your ceiling.
Investment · Grow it
Every account and every fund, on one map.
Inside Investment$4.26M invested, across six asset classes.
Protection · Protect it
Every policy, what it covers and when it renews.
Inside Protection$3.26M insured, across six policies.
Succession · Pass it on
The will and the people it names, read again on time.
Inside SuccessionThe will is on file, last read 10 years ago.
Sample households. The figures are examples, not advice.
She reads everything in your record, does the arithmetic and puts the work on your desk before you ask for it.
When a question needs a specialist in investment, protection, law or tax, she brings one in and keeps the record of what was decided.
Large family wealth doesn’t compound differently because someone is picking better shares. It compounds differently because of what it is allowed to own: private markets, real assets, positions held for decades rather than quarters.
Most families are never shown how that works. Finna starts by explaining it.
Short quests in plain language, built around your own numbers. Every answer grows your map, and every path ends in a badge or a certificate.
What opens depends on what you have learned, not on what you own.
Your own household is free. You pay only when your office reaches further.
Pro opens in the next few months. Until then, start with Family Office or Plus: everything you set up carries straight into Pro.
Everything you own in one place, an AI chief of staff who has already done the reading, and a door that opens on what you understand.
Explore your family office