The policy is written down
Your household policy sets a range for each holding — what you want the family to own, and how much of it. It is agreed once, in plain language, and it is what every later decision is measured against.
Invest against a clear household policy.
You can see where you actually sit
Every holding against its range, in one view: what is within policy, what has drifted above it, and by how much. The residence that quietly became a third of the family’s wealth shows as exactly that.
Nothing moves on its own
Finna does not rebalance your family’s wealth while you sleep. A change is proposed, explained, and signed off by your adviser of record before it happens.
Public and private, in one picture.
Five single strategies and five Core Portfolios, from defensive to aggressive, with Balanced as the family-office default. What each service level opens differs by strategy, and where the law sets eligibility requirements those apply alongside knowledge and suitability, never instead of them.
Access is earned by understanding.
Most of investing opens its doors on one number. Here, what you learn opens what comes next: short lessons in plain language, built around your own numbers, and access that follows demonstrated understanding rather than net worth alone.
The next promise: Protect it.
See what is protected, what is exposed and what needs attention — before it becomes a problem.
Protect it