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Family Office Plus

Cutting-edge trust management technology for highly complex trust

Visualize plans, model scenarios and optimize tax liability

Family Office Plus

​Trust Management System

Visualization

Trustee Appointer Mapping

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Trust licensee diagram

Trust beneficiary diagram

Graphical editing interface

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Projection

Trust Value

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Asset value forecasting

Asset injection and forecasting

Asset risk forecasting

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 Reporting

Asset

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Asset composition analysis

Asset certification

Asset health analysis

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Visualize the complexities of any client’s plan

Uncover strategic planning opportunities

Tax optimization

Deliver in a structured and tailored report

Build by expert attorneys
for Top advisors with complex trust  

Find out why Wealth AI is the only comprehensive trust planning platform for all clients and all estate plans, no matter how complex

Advisor Portal
 

Trust & Estate planning management made simple, including CRM and portfolio management integrations.

Create high-quality documents

 Clients can create and update state-specific documents, maintained by our leading legal team.

Estate planning resources

Helpful resources designed for advisors and their clients to achieve their unique visions for lasting legacies.

Organize & collaborate

Drive scale and repeatable processes through cutting edge technology, like our document extraction AI.

Deliver refined reports

Create custom visual reports for clients, choosing the elements of their plan that matter the most to them—complete with your firm’s branding.

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