Explore the Blueprint
See a Family Office Blueprint from every side.
An interactive demonstration with four fictional families and four roles: the family, its Family Office Coordinator, its CPA and its estate attorney. Change something in one role and watch it appear in the others.
A demonstration, not a service. Every family, professional, firm, account and figure is invented. Permissions and workflows are simulated and enforce nothing. Nothing you do in the demonstration leaves your browser.
Where to start
Choose a seat at the table.
As the family
The Ashfords’ Blueprint
The overview, the financial world map, the action plan and the team, from the family’s side.
As the coordinator
Three families, coordinated
A multi-family dashboard, each family’s workspace, and what is waiting on whom.
As a professional
The CPA and the attorney
A task inbox across families, limited to what each family has authorised.
What to try
Five things worth trying.
- Follow the eleven-step guided walkthrough
- Filter the financial world map by one planning lens
- As the family, share one lens with the CPA, then switch to the CPA and see what changed
- Complete an action as its owner and watch it appear for the coordinator
- Open the access log and see every simulated share and change
Good to know
How the demonstration works.
- It runs entirely in your browser; there is no sign-in and nothing is sent anywhere
- Your changes are kept only in this browser, and you can reset them at any time
- It shows how the Blueprint is organised; it gives no advice