OpenLuxe
Family Office
Wealth & family management.
Asset Overview
Oversee family assets as part of the wider wealth picture.
Entity Oversight
Oversee the entities connected to your family wealth.
Long-Term Wealth
Keep long-term wealth management in view as decisions are made.
Family Management
Manage family matters alongside assets, entities, and wealth.
- See your assets, entities, and family wealth in one place.
- Keep long-term wealth decisions connected to the wider family picture.
- Manage the full family office picture without losing sight of the long term.
What Family Office does
Family Office lets you organize your personal affairs the way large family offices do. You can stay simple as a sole proprietor, or model an elaborate structure: a trust that owns a holding company that owns LLCs and corporations, with assets such as a house or a yacht each held in their own entity.
Each entity records its type, legal name, jurisdiction, formation date and status, and ownership stakes connect them, with the owner being another entity, you, a family member or an outside party. The ownership tree calculates look-through percentages, so if a trust owns all of a holding company that owns 60 percent of an LLC, you see your 60 percent effective interest. It warns you when stakes in an entity add up to more than 100 percent and refuses links that would loop back on themselves.
You can bring in the people who help run it, such as lawyers, accountants or managers, or assign work to your AI agents, each with access scoped to one entity or the whole office and an audit log of every change. Contractors and hourly staff can submit invoices that you approve and pay, with the payables total always in view.
Who it is for
- Individuals and families holding assets through trusts, holding companies and LLCs
- Principals who want a clear map of who owns what, directly and through other entities
- Families working with outside advisors who need scoped access and a record of changes
How it works
- Start as a sole proprietor or add your first entity, such as a trust or holding company.
- Add entities beneath it and connect them with ownership stakes and percentages.
- Review the ownership tree and your effective interest in each entity.
- Invite staff or advisors with access limited to the entities they handle.
- Approve and pay invoices that staff submit, and review the activity log.
Questions
- Do you store full tax ID numbers?
- No. Only the last four digits of an EIN or SSN are kept for reference.
- Can my assistant tell me what I own?
- Yes. Ask any agent what you own or who owns a given entity and it reads your structure to answer.
- Which plan includes it?
- Family Office is part of OpenLuxe Pro on the higher plans; see pricing.
Family Office is part of OpenLuxe — one account across CRM, commerce, business operations and creative tools. Every app shares the same login, the same billing and the same data, so what you make in one is available in the others.