The Technology Backbone Your Family Office Deserves

Sophisticated infrastructure, governance frameworks, and reporting solutions crafted for multi-generational wealth preservation.

Trusted by 50+ High-Net-Worth Families

Family Portfolio
Total AUM
$24.8M
+12.4%
Entities
7
Active
Asset Allocation
45%
30%
25%

Multi-Entity Management

Coordinate trusts, holding companies, partnerships, and personal accounts from a single command center.
  • Trust administration workflows
  • LLC and corporate oversight
  • Cross-entity cash views
  • Personal portfolio roll-ups

Next-Generation Planning

Engage rising family members with guided access, curated education, and transparent governance.
  • Granular user permissions
  • Entity-by-entity AUM insights
  • Succession playbooks
  • Family operating manuals

Consolidated Reporting

Create bespoke dashboards, net-worth statements, and tax-ready packets for every stakeholder.
  • Family net worth statements
  • Custom entity reporting
  • Performance attribution
  • Tax preparation support (Coming Soon)

Family Office Technology Platform

Unified Dashboard

Single pane of glass spanning entities, geographies, and asset classes with live updates.

Role-Based Access

Granular permissions ensure each family member, advisor, or trustee sees only relevant data.

Document Vault

Secure repository with audit trails and version control for operating agreements and statements.

Why Choose Spiegel for Your Family Office?

Cost-Effective Alternative

Deliver institutional-grade capabilities without the overhead of building an in-house family office team.

Scalable Solutions

Adaptable infrastructure that grows alongside your family's complexity and evolving priorities.

Ready to Establish Your Digital Family Office?

Build a comprehensive wealth infrastructure that serves your family for generations to come with Spiegel Financial.