Centralize your
family communication.
One unified platform for all your assets, advisors, and family decisions.
Explore Cloud Family OfficePORTFOLIO_NOTE
"Review estate plan Q1."
Family: Thompson Wealth Management
Portfolio Value: $47.2M (As of Jan 2025)
Good morning,
Your quarterly review is scheduled for next week. All reports are ready...
Complete visibility in four steps.
ASSET_NOTE
"Vacation home in Aspen"
Connect & Organize
Link all your accounts, investments, and properties in one secure location.
Grant Access
Control who sees what with granular permissions for family and advisors.
Share Insights
Automated dashboards and reports updated in real-time across your network.
Make Decisions
Collaborate with advisors and family on strategies, plans, and transfers.
Why families choose Cloud Family Office
Asset Organization
Centralize investments, real estate, art collections, and more in a single view.
Connect Advisors
Securely share data with brokers, accountants, attorneys, and advisors.
Bank-Grade Security
Institutional-level encryption, compliance, and privacy controls.
Family Collaboration
Streamline decisions with your family and advisors. Real-time updates, secure messaging, and approval workflows.
Estate & Legacy
Document wishes, beneficiaries, and instructions. Ensure smooth transitions across generations.
Transparent pricing for
family offices.
No setup fees. Free trial for 30 days
For families managing assets and advisors.
For families managing assets and advisors.
For families managing assets and advisors.
Families who organize their wealth
We spent months organizing our finances across different advisors. Cloud Family Office brought everything together in weeks. Everyone on our team now speaks the same language about our portfolio.
Robert Thompson
FOUNDER & FAMILY OFFICE
The security and compliance features give us peace of mind. Our accountant, attorney, and investment advisor can all access what they need without exposing sensitive information.
Jennifer Walsh
CFO & WEALTH FAMILY
Succession planning used to be a manual nightmare. Now our children can access the information they need, and we can document our wishes clearly. It's changed how we think about legacy.
Michael Chang
CEO & INVESTMENT FAMILY
The permission controls are elegant. I can give my spouse view-only access to our portfolio, but my CPA gets full detail. No more forwarding documents around.
Lisa Anderson
PARTNER & ESTATE PLANNING
Share your family office story.
After years of spreadsheets and email threads, Cloud Family Office feels like someone finally understood what we needed. Simple but powerful.
David Kumar
DIRECTOR & MULTI-FAMILY OFFICE
Organize your wealth,
connect your team.
Join family offices using the most secure platform for wealth coordination and legacy planning.
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