What you’ve invested
- Brokerage
- Pension
- Private funds
- Cash
Nobody has the whole picture.
Your investments, pensions, property, insurance, debt and family plans sit in different places. Each provider understands its part. Nobody is responsible for the whole.
A family office works differently. Different specialists may handle different matters, but everything is understood as one financial life.
What you own and owe
- Property
- Business
- Mortgage
- Insurance
- Liabilities
What happens next
- Wills
- Children
- Succession
- Family agreements
Not a fund. A team.
You’ve been sold the investing desk.
You’ve never been
offered the office.
A family office is the small staff a wealthy family employs to run everything their money touches — what they own, what they owe, what’s insured, what’s inherited, and what’s coming next. Investing is one desk in that office.
Four promises, kept in one place.
Bring it all together
Every account, property, policy, document and adviser — one complete view of your family’s financial life, organised around the household rather than the provider.
Allocation against policy
The household policy sets a range for each holding. Finna shows where you actually sit against it.
Primary residencePolicy 25–35%
37.3%
Above range
Operating businessPolicy 20–30%
28.8%
Within policy
Global equitiesPolicy 20–35%
21.2%
Within policy
Bonds & pensionPolicy 10–20%
12.7%
Within policy
0%10%20%30%40%
One range, one decision. Nothing rebalances on its own — your
adviser of record signs the change before it happens.
Grow it
Invest against a clear household policy — across public and private markets, with allocation, limits and decisions visible in one place.
Protect it
See what is covered, what is missing and what needs attention — before it becomes a problem.
Protection review
Life cover, both principalsIn force
Covered
Property & contentsBoth homes
Covered
Disability, second principalNo policy on file
Missing
Umbrella liabilityLimit below household exposure
Attention
One gap, one action. The review is drafted; your adviser of record signs
it before anything changes.
The succession record
Wills and directivesHeld
Successor trusteesNamed
The next generationTwo children
Family agreementsOne on file
None of this appears on a statement.
Carry it forward
Prepare the people, decisions and structures that come next — so wealth does not move to the next generation without the understanding to carry it.
Your family office doesn’t keep office hours.
Open at eleven on a
Sunday night.
Meet Freya, your chief of staff. She reads everything, does the arithmetic, and puts the work on your desk before you ask for it.
She brings in the specialist when a question needs one — investment, protection, legal, tax — and keeps the record of what was decided.
Freya is not switched on yet Coming soon
Freya · Household briefing · Sunday, 23:14
“Can we cover the tax bill in April without selling the fund?”
- Yes — cash and the money-market holding cover it with room to spare.
- Selling the fund now would realise a gain you do not need to take this year.
- The insurance renewal lands the same week; I have moved it forward a month.
- I have asked your tax adviser to confirm the final figure by the 6th.
Wealth becomes family before it becomes legacy.
Your partner may see money differently. Your children will inherit more than assets. The decisions you make today can shape your family for decades.
Finna holds both views, and the household’s.
Invest like a
family office.
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.
That access has never been rationed by whether you understand it. It’s been rationed by whether you’re already rich.
So you learn your way in.
Short lessons, plain language, built around your own numbers. Finish one and it opens the part of the platform it belongs to.
Access depends on demonstrated understanding, not net worth alone.
Lesson 3 · Private markets · Question 2
A fund reports a 12% gain. You cannot sell for seven years. What have you actually been told?
- A price someone would pay today
- An estimate of what the holdings are worth
- The cash you would receive if you asked
An estimate. A private fund is valued, not traded. The number is a considered opinion, produced on a schedule, and it is the right number to plan with — as long as you never mistake it for cash.
Start where you are.
Foundation
Build the foundation.
ForGetting organised
Entry portfolio$10k+
RhythmSelf-directed
Adviser modelNo named adviser
Your own advisorNot included
$12/ month
Billed monthly
Start with Foundation
Family Office
Your complete family office.
ForThe whole household
Entry portfolio$100k+
RhythmQuarterly review
Adviser modelNamed adviser
Your own advisorNot included
$29/ month
Billed monthly
Choose Family Office
Family Office Pro
For more complex wealth.
ForMore complex wealth
Entry portfolio$500k+
RhythmMonthly touchpoints
Adviser modelNamed adviser
Your own advisorWelcomed in
$59/ month
Billed monthly
Choose Family Office Pro
Open your family office.
Everything you own in one place, a chief of staff who has already done the reading, and a door that opens on what you understand.
Explore your family office