Your family office
A family office keeps the whole picture and never stops paying attention. Finna gives your family one of its own: five desks around one household record, with Freya, Learn and the Family Vault beside them.
The five desks
Every desk reads the same household record, so nothing is entered twice. Open one to see it on a screen.
01 · Gather it
One statement for the whole household: every account, property, loan, policy and document, and the people involved. The other four desks all work from it.
What stays yours. You choose what goes in, and who in the family sees it.
Inside Records02 · Govern it
Your family’s rules for its money, written down in plain words: how much to keep in each kind of investment and how much cash to keep at hand. Finna checks what you own against them every day and tells you when something slips outside.
What stays yours. Finna supplies the template and never suggests a number.
Inside Governance03 · Grow it
Everything you hold elsewhere, in one view and measured against your own policy: brokerage, pensions, bonds and private holdings, with every fee added up.
What stays yours. Nothing here is a recommendation.
Inside Investment04 · Protect it
Every policy the household holds, reviewed in one place: what is covered, what is missing and what needs attention, with renewals before they lapse.
What stays yours. What to do about each gap is your decision, with the specialist you choose.
Inside Protection05 · Pass it on
The people, the papers and the reasons, kept together: wills, trustees and beneficiaries, and the knowledge behind them, so the next generation inherits the understanding too.
What stays yours. The household decides who sees what, and when the next generation is invited in.
Inside SuccessionThe app
Home on the web, and the Records statement on a phone.Home, on a phone.
Around the desks
The desks do the work. These four keep it together.
Your first picture, then one card at a time. The Timeline shows what is coming: renewals, reviews and the dates that matter.
Every document filed where it belongs, from the will to the policies to the statements, and found by the people who need it.
Short lessons in plain language, built around your own numbers. What you learn opens what comes next.
Your AI chief of staff. She reads everything, does the arithmetic and brings you one briefing a week.
Why it works
Money’s real problem is coordination. For more than a century, the wealthiest families have solved it with an office of their own, built on five principles: one team on your side of the table, the complete perspective, a memory that doesn’t fade, discretion and continuity.
It costs nothing: the five desks, Learn and your whole record. Add more of your family when you need it, and compare the plans when you do.
Explore your family office