For Family Offices
Institutional rigor. Family discretion.
A configurable wealth platform built for the way families actually own wealth - multi-entity, multi-currency, multi-generation. Discretionary mandates with audit-grade control. Reporting that respects family discretion.
Many entities. Many currencies. One view.
LLPs, trusts, offshore vehicles, multiple currencies - rolled up into one consolidated family view.
Multi-entity hierarchy
LLPs, trusts, individual portfolios modelled as a true graph - not flattened into accounts.
Cross-currency consolidation
Holdings rolled up across INR, USD, AED, SGD, EUR - reconciled, FX-aware, queryable side-by-side.
Alternatives as first-class assets
Private equity, real estate, art, direct investments tracked with valuations, capital calls, and documentation - not collapsed into 'Other'.
Privacy isn't a feature flag. It's the architecture.
Built for the family as it actually is - not for a bank's idea of one.
Member-level access controls
Show entity X to one branch of the family, hide it from another - natively, not by hack.
Family meeting reports
Clean, narrative-style outputs designed for non-financial members.
Confidential by default
Deployment options up to private cloud and on-prem. Privacy posture matches family standards.
Every mandate, every rebalance, every override - captured and explainable.
Discretionary doesn't have to mean opaque.
IPS capture and mandate setup
Family policy translated into operational rules.
An eight-person office runs like a fifty-person institution.
The operational machinery your AUM deserves, sized for the team you actually have.
Cash and capital flows tracked end-to-end
PE commitments, distributions, dividend events, liquidity events - modelled, tracked, and visible across entities.
Corporate actions handled centrally
Splits, mergers, dividends, special situations - captured at platform level, not desk-by-desk.
Reconciliation across all custodians
Exceptions queue ready before you log in.
AI that does the work an analyst would do.
At the speed a family principal expects an answer.
Synthetic CIO
Customised market views and talking points, drawing from your investment philosophy.
Intelligent document processing
Custodian PDFs, capital-call notices, statements - turned into structured data.
Scenario analysis and stress testing on demand
Ask 'what if we exit X by Q2 and reallocate to Y' or 'how does the family weather a 20% equity drawdown' - get an answer in minutes.
See how single and multi-family offices use Valuefy.
Confidential walkthrough - discretionary mandates, multi-entity consolidation, alternatives, and family-member access controls.