Important documents, decisions, and updates often live across inboxes, drives, and people’s heads. familyOS brings documents, people, and governance workflows together in one secure environment, so nothing critical depends on memory, forwarding, or follow-ups.
Your meetings require preparation, clarity, and follow-through. familyOS centralizes agendas, pre-reads, minutes, RSVPs and decisions so meetings are well prepared and outcomes are documented
Family office decisions only matter if they are executed. familyOS provides a dedicated task management layer with clear owners, deadlines, and status tracking so responsibilities are visible and follow-through is consistent.
Family offices operate across multiple entities, committees, and stakeholders, often using a patchwork of tools. familyOS provides a single, secure platform to manage documents, decisions, and people, so governance processes are structured, information is reliable, and sensitive data remains under control.
Store sensitive payroll, tax, legal, and governance documents in encrypted vaults and distribute them automatically to the right people.
Request and collect digital signatures on governance documents, meeting minutes, and approvals without leaving the platform.
Create secure workspaces for shareholders, committees, or business units, so documents and decisions live in the right context.
Sync with Dropbox, Google Drive, OneDrive Zoom, Calendar, and SharePoint (soon), so information stays aligned without duplicate workflows.
Maintain a structured, searchable member directory that makes the right people easy to identify and engage. You can filter by role, generation, or shareholder type and view members by table, map, or family tree
As families grow, meetings become harder to prepare and harder to follow up on. familyOS centralizes meeting preparation, confirmations, attendance, and decisions so every assembly or shareholder meeting is structured, secure, and outcome-driven.
Create structured event packs that centralize agendas, pre-reads, past minutes, and surveys so participants arrive informed and aligned.
Run availability polls, manage RSVPs, and require key information from participants before confirmations are complete.
Track confirmations, send reminders, and record attendance, including offline RSVPs or responses handled by someone else.
Invite external advisors or guest speakers with restricted, meeting-only access so sensitive information stays protected.
Sync meetings with Zoom, Google Calendar, and Outlook so scheduling fits naturally into existing workflows.
Decisions only matter if they are carried out. familyOS provides a structured way to assign tasks across the family office or governance groups, track progress, and move approvals forward so execution is clear, visible, and consistent.
Assign and track tasks across the family office or governance groups, with clear owners, deadlines, and status.
Create action items directly from agendas and meeting notes, so decisions immediately translate into assigned tasks.
In a family office, sending information does not guarantee it has been read. familyOS shows exactly who has viewed or downloaded key updates and documents so you can replace assumptions with facts and follow up where needed.
Monitor logins, uploads, and participation across the family and the office, so you understand how information is being used.
See exactly who has viewed or downloaded announcements, updates, or documents so you can confirm alignment and identify where follow-up is required.
Virus & malware screening
Encryption & master key
Two-factor authentication
Daily backups
AICPA - SOC2 - SOC3
GDPR compliance
Data Ownership
Encrypted storage
Empower your organization with customizable user permissions, ensuring secure access control and seamless collaboration. Advanced user rights let you tailor privileges to match roles, enhancing both productivity and governance.
