For financial advisors
Bring the Family Office Experience to Your Clients.
Become the coordinator of a comprehensive family office experience without becoming an expert in every discipline. The Blueprint gives you, your client and their existing CPA, attorney and insurance professional one plan to work from, and your client relationship stays yours.
The demonstration’s families, firms and professionals are fictional.
For the Family Office Coordinator
Coordinate the whole family. Advise within your own expertise.
You keep the plan moving. The CPA keeps responsibility for tax, the attorney for legal work, the insurance professional for coverage. You can see who owns each piece, what is waiting on whom and where the disciplines depend on each other.
A multi-family dashboard
Every family you coordinate: Blueprint stage, open questions, what is with other professionals and what is waiting on the family.
A coordinator workspace
For each family: Blueprint status, the professional team and their responsibilities, outstanding actions in three lanes, and the next meeting agenda.
Collaboration across firms
See every professional you work alongside, what they own and what they are reviewing, with empty seats flagged for the family to fill.
Working with complementary specialists
Bring in CPAs, attorneys and insurance professionals without giving anything up.
The specialists your client already uses join the same Blueprint. Working alongside them strengthens each relationship rather than threatening it.
- Each specialist gets a role-specific workspace with a task inbox across the families they serve
- Documents are requested and shared once, inside the family’s permissions
- Tasks are completed by reference: each professional’s advice and work product stay in their own files
- Families choose who leads; a CPA or an attorney can be the coordinator, too
Principles we design to
Neutral, permissioned and professional.
- A neutral platform. No firm sees another firm’s clients
- The family authorises every professional and every lens of information
- Each professional retains responsibility for advice within their own expertise and obligations
- Established client relationships are preserved; nobody is routed around
Start with a family you already serve.
See how a team forms around one Blueprint, from the first invitation to the first review meeting.
Looking for the family’s side? See the family journey.