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YOUR WEALTH. YOUR STRUCTURES. YOUR LEGACY.

Your world.
In complete
perspective.

Family-office-style coordination for your businesses, wealth and life across borders. Personal and business reporting, your complete net worth, and ongoing tax advice—powered by technology and a lean expert team.

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COMPLEXITY, CONNECTED.Clarity at the centre of your world.
ONE OFFICE.
EVERY DIMENSION.
Business & personal P&Ls
Net worth
Tax & compliance
Estate planning
01 / THE PLATFORM

A wider view.
A clearer next move.

From bookkeeping and business P&Ls to property, mortgages and investment portfolios. See how your wealth, ownership structures, residency records and entity filings fit together.

PrivateOffice.SOPRODUCT INTERFACE RENDERS · FICTIONAL DATA
FINANCE

YTD & projected P&L

Business actuals, with personal income and spending kept separate.

Jan–Sep 2026 · USD
BUSINESS P&L

Meridian Advisory Inc.

Cash basis
Actual YTD · through Sep 30
Revenue
$1,968,417.82
Cost of services
$483,672.46
Operating expenses
$771,984.17
Net income
$712,761.19
Year-end net income run rate$950,348.25YTD × 12/9 · estimate
BUSINESS P&L

Northline Consulting Ltd.

Cash basis
Actual YTD · through Sep 30
Revenue
$984,291.64
Cost of services
$296,218.37
Operating expenses
$329,847.58
Net income
$358,225.69
Year-end net income run rate$477,634.25YTD × 12/9 · estimate
Personal income & spendingSeparate from business profit
Income & refunds
$638,607.20
Personal spending
$229,284.36
Net activity
$409,322.84
Full-company results, before ownership allocation. Example reporting currency: USD. Run rates are estimates, not forecasts.

Explore illustrative views based on the current PrivateOffice interface. Names, holdings, prices, balances and statuses are fictional. Your office reflects your connected records, recorded valuations and agreed professional services.

Built around the life you actually lead.Make room for the bigger picture
02 / INTELLIGENCE WITH CONTEXT

Family-office-style support.
A leaner way to deliver it.

You should not need to build a traditional family office to have a coordinated financial life. Our model is designed to deliver that support at a much lower cost: connected software reduces repetitive work, AI brings records into focus, and our lean team concentrates on judgment and follow-through.

Connected bookkeeping and supported bank feeds Clear records, source dates and outstanding work A human point of contact who knows your situation
Technology creates clarity. Your team brings the judgment, with the relevant professionals for your jurisdictions.
YOUR CONTEXT BECOMES YOUR ADVANTAGE
Documents Companies Finances
PrivateOfficeINTELLIGENCE
A more informed starting point

Bring the right records into focus.
See the connections. Decide what comes next.

YOUR RECORDS · YOUR PERSPECTIVE
03 / WEALTH, TAX & LEGACY

Build your wealth.
Plan beyond it.

One place to prepare, analyze, and coordinate the decisions that shape your financial life.

01

Personal & business reporting.

Map year-to-date P&Ls for multiple business entities, alongside personal income and spending. See actual results, monthly trends and year-end run-rate projections.

Bookkeeping · P&Ls · FP&A
02

Your complete net worth.

Track public and private investments, business interests, property and other illiquid assets. Bring liabilities, liquidity and dated valuations into the same picture.

Assets · Liabilities · Ownership
03

International tax & filings.

Ongoing tax advice and filing compliance support across the jurisdictions covered by your engagement. Keep residency, records, responsibilities and the next action connected.

Tax advice · Residency · Filing coordination
04

Estate & succession planning.

Coordinate the future of your assets and businesses with your advisers. Keep ownership records, key documents and planning instructions together.

Legacy · Succession · Continuity
05

Business & legal structures.

Bring entity formation documents, ownership and governance records into view. Coordinate structuring and asset protection with the responsible professionals.

Entities · Structure · Asset protection
06

One coordinated office.

Review the financial picture, supporting documents and outstanding work in a shared workspace. Know what is recorded, what needs attention and who is helping you act.

Transparency · Expert support · Follow-through

Your engagement defines the entities, jurisdictions, reporting cadence and professional services included. Filings and legal work are completed by the responsible professionals.

04 / PRICING

Start free.
Grow with your needs.

From everyday records to complex financial affairs. Choose the level of organisation, oversight and professional support that fits your world.

Free document storage. Monthly plans in US dollars. Professional services scoped to your affairs.

Essentials

A home for your important records.

Free
  • Document storage
  • Personal profile
  • Basic record organisation
Start free

Plus

Keep your everyday finances in order.

US$97/ month
  • Everything in Essentials
  • Basic bookkeeping for one personal entity
  • Transaction categorisation
  • Monthly financial report
Discuss this plan

Managed

Keep records, filings and deadlines moving.

US$247/ month
  • Everything in Plus
  • Routine filing preparation and submission
  • Compliance-calendar management
  • Outstanding-document follow-up
Discuss this plan

Financial Office

Plan ahead with a clearer financial picture.

US$497/ month
  • Everything in Managed
  • Tax structuring
  • Financial planning and analysis
  • Budgets, forecasts and cash-flow planning
  • Monthly financial reviews
Discuss this plan

Private Wealth

Coordinate your entities, wealth and legacy.

US$997/ month
  • Everything in Financial Office
  • Multi-entity bookkeeping and consolidated reporting
  • Distribution planning
  • Estate and succession planning
  • Coordination across companies, trusts, foundations and advisers
Discuss this plan

Strategic Office

Dedicated oversight for more complex affairs.

US$1,997/ month
  • Everything in Private Wealth
  • Deeper financial modelling and cross-border structuring
  • Liquidity and capital-allocation planning
  • Governance support
  • A dedicated lead coordinating your affairs
Discuss this plan

Your engagement defines the included entities, transaction volumes, jurisdictions, filing types and professional services. Government fees, third-party costs and specialist legal work are quoted separately.

05 / INSTITUTIONS & FAMILY OFFICES · CUSTOM PRICING

A more effective office.
A clearer financial picture.

See how we can improve your institution’s or family office’s operations, bookkeeping and financial analysis. We work with your team to connect the records, reporting and processes behind better decisions.

Smoother day-to-day operations

Review how work moves through your office. Clarify responsibilities, organise recurring tasks and reduce the follow-up needed to keep records, approvals and deadlines on track.

Bookkeeping and month-end close

Bring consistency to transaction categorisation, reconciliations and supporting records. Establish a clear close process so your team has dependable numbers to work from.

Reporting across your entities

Bring entity-level accounts into a consolidated view. Track intercompany balances and prepare management reports that make group performance and ownership easier to understand.

Financial planning and analysis

Build budgets, rolling forecasts and scenario models around the decisions you face. Understand variances, cash requirements and the factors driving financial performance.

Liquidity and distribution planning

Map cash across entities, upcoming obligations and planned distributions. Coordinate the financial analysis and supporting records with your tax, legal and investment advisers.

Implementation with your team

Work with your existing systems, people and advisers. Agree the reporting cadence, access responsibilities and handovers, with onboarding and ongoing support tailored to your office.

Start with your current operations.

Tell us how your office works today and where you need more support. We’ll discuss the opportunities and define a practical scope, implementation plan and custom price.

Talk to sales
06 / QUESTIONS

A few details.
Before you begin.

Need help choosing a plan?
Talk with our team

Is Essentials really free?

Yes. Essentials provides document storage, a personal profile and basic record organisation at no monthly charge. Bookkeeping, filings and professional support begin with the relevant paid plan.

Is there a three-month free trial?

Essentials is the ongoing free option, rather than a time-limited trial. Paid bookkeeping, filing and advisory services begin under an agreed engagement.

What does Plus bookkeeping include?

Plus covers basic bookkeeping for one personal entity, transaction categorisation and a monthly financial report. We confirm the accounts, transaction volume, starting records and reporting scope with you before work begins. Historical catch-up work is scoped separately.

Which filings are included in Managed?

Managed adds routine filing preparation and submission, a compliance calendar and document follow-up. Your engagement identifies the specific filing types, entities, jurisdictions and responsibilities included. Filings are completed by the responsible professionals; government fees and third-party costs are separate.

When should I choose Financial Office?

Choose Financial Office when you need tax structuring and forward-looking financial planning alongside bookkeeping and filings. It adds budgets, forecasts, cash-flow planning and monthly financial reviews. The engagement defines the tax work and jurisdictions covered.

Can you support multiple entities and estate planning?

Private Wealth adds multi-entity bookkeeping, consolidated reporting, distribution planning, and estate and succession planning. We coordinate your companies, trusts, foundations and advisers within the agreed scope. Specialist legal work, including drafting or executing estate documents, is quoted separately.

How do Strategic Office and Institutional differ?

Strategic Office adds deeper modelling, cross-border structuring, liquidity and capital-allocation planning, governance support and a dedicated coordinating lead. Institutional is a custom engagement for complex groups with substantial reporting needs, multiple stakeholders or institutional governance requirements. Contact sales to define the scope and price.

Can you work with our existing family office or finance team?

Yes. We start by reviewing your current processes, systems and reporting needs with your team. Together we identify where bookkeeping, consolidation, analysis or coordination can improve, then agree the responsibilities, implementation plan and ongoing support. Institutional engagements are priced to the scope.

What is included in the monthly price?

All listed prices are in US dollars per month, except the free Essentials plan and custom-priced Institutional engagements. Your engagement defines included entities, transaction volumes, jurisdictions, filing types and professional deliverables. Government fees, third-party costs and specialist legal work are quoted separately.

How do I get started or change plans?

Start with Essentials or contact us about a paid plan. We review your needs and agree the scope before paid work begins. If your needs change, contact your team to confirm the revised scope, price and effective date. Cancellation and any handover arrangements follow your engagement terms.

LESS FRAGMENTATION. MORE PERSPECTIVE.

The world is complex.
Your office shouldn’t be.

Create your account, upload your documents and bring your financial life into view.

Set up your Private Office
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