Pricing
The five desks, Learn and your whole record cost nothing. You pay for scope: more of your family, outside advisers, structures and specialist work. Never for information, and never for understanding.
Start free with your own household. Move up when your family, your advisers or your structures need it, and move back whenever you like.
Pro opens in the next few months. Until then, start with Family Office or Plus: everything you set up carries straight into Pro.
Compare
| Feature | Family OfficeFree | Family Office Plus$15 a month | Family Office Pro$249 a month · coming soon |
|---|---|---|---|
| The Office | |||
| The five desksRecords, Governance, Investment, Protection, Succession | Included | Included | Included |
| Home, the Timeline and the Family VaultEvery document, filed where it belongs | Included | Included | Included |
| LearnEvery path, badge and certificate | Included | Included | Included |
| Freya, your AI chief of staff | A monthly allowance | More each month | The most |
| People | |||
| Logins | Two adults | The whole family | The whole family |
| The family treeEntered once, read by every desk | Included | Included | Included |
| The Family CharterWho decides what, family meetings, the decision record | The first section | Included | Included |
| Advisers | |||
| Your advisers, on recordWho they are and what they look after | Included | Included | Included |
| Invite advisers inAccess you set desk by desk, with shared open items | Not included | Two | Unlimited |
| The adviser network | Not included | Not included | Included |
| Reports and Structures | |||
| A quarterly family report | Not included | Included | Included |
| Packs for trustees and banks | Not included | Not included | Included |
| Companies, trusts and foundationsIn the record, with an ownership chart | Not included | Not included | Included |
| A year-end file for your accountantOrganized and handed over. Not tax advice | Not included | Not included | Included |
| Getting Set Up | |||
| Your first picture, guidedA short conversation, no documents | Included | Included | Included |
| Concierge setupA person builds your balance sheet with you | Not included | Not included | Included |
| Your Data | |||
| Export everything, any time | Included | Included | Included |
| Read-only connectionsFinna never holds or moves your money | Included | Included | Included |
| Nothing is deleted when you change planPaid features become read-only | Included | Included | Included |
On every plan
Learn is the same on every plan, and what you learn opens the same things whichever plan you are on.
No plan changes what you can see in your own record, and Finna never holds or moves your money.
Stop paying and you drop back to the free office. Anything a paid plan created becomes read-only, never deleted.
Every line your household entered, at any time, on every plan.
Questions
Yes. The five desks, Learn and your whole record cost nothing for your own household, and no card is needed. You pay only when your office reaches further.
The rest of your family, every generation, with the full Family Charter. Two advisers you invite, with access you set desk by desk. And a quarterly family report.
Yes. On the free office two adults share the record, and parents, children and siblings are recorded as people without a login. Plus gives every generation its own login and the Family Charter, so your parents can add what they hold and the family can agree who decides what. How it works
In the next few months. Join the Pro waitlist to hear first, and start with Family Office or Plus today: everything you set up carries straight into Pro.
You drop back to the free office. Anything a paid plan created becomes read-only, never deleted, and all of it exports.
No. No plan changes what Learn opens or what you can see in your own record. Finna is a technology platform and gives no investment advice on any plan.
Yes. Prices are per household, per month, in US dollars.
A short conversation, no documents, and your office opens around your answers. Add more when your family needs it.
Start for free