Principal
The family's own window into its capital.
A quiet, private interface for principals and next-generation members: net worth, cash position, upcoming calls, philanthropy and a conversational analyst that answers in plain language.
Private
By construction
Any time
Analyst access
Per-member
Permissions
Worked example
Family window — 4 principals, different permissions
Consolidated ledger + per-person permission set
Users
2 G1, 4 G2 beneficiaries
Permissions
G2 sees own trusts only; G1 sees all
Question asked
"Can I fund the foundation and still buy the Lisbon property?"
Answer time
Instant
Run log
- Authenticate and scope
The asker is a G2 beneficiary — the answer is computed on the two trusts she can see, and no others.
- Understand the question
Two commitments, one liquidity constraint, one tax jurisdiction.
- Compute against the ledger
Run against live positions, unfunded commitments and the family cash floor.
- Explain the answer
Plain language, with the numbers shown and the assumptions named.
- Log it
Question, answer and the data it used written to the family record.
Output
Press run to work this example end to end. Everything below is produced from the input above — sample data, real output shape: principal dashboard, q&a transcript, philanthropy tracking.
Plain-language answers
Ask what changed this quarter and get an honest, sourced answer.
Next-gen education
Guided context on the portfolio for family members coming into responsibility.
Discreet by default
Entity-level permissions so each member sees only their remit.
Takes in
- Consolidated ledger
- Family permissions
Hands back
- Principal dashboard
- Q&A transcript
- Philanthropy tracking