Integrated Technology Tools
World Class Technology Stack
We provide a world class technology stack designed to be plug and play for use in your Family Office business.
- Client Portal
- Wealth Management Aggregation
- Compliance Portal
- Financial Planning Software
- Risk Management Tool
- Income Planning Software
- Cyber Security
- Project Management Software
and much more...
The Family Office Director is the Evolution of the Tax Professional
Our Done-For-You, Multi-Family Office Charter provides tax professionals a full complement of family office services for their clients. We provide marketing, operational support and infrastructure.
Basic features are available to all membership levels. Sign up to purchase Basic membership.
Advanced features are available to Advanced and Family Office Director members. Schedule a call to learn more about Advanced membership.
Family Office Director Features
Elite features are only available to Elite members. Schedule a call to learn more about becoming a Family Office Director.