One place for your family's records

Wholekin

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For family offices

Smaller and modern family offices can use Wholekin as the day-to-day workspace between principals, staff, advisors, and records.

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Family offices

Give your team one shared place for the principal's records, advisors, decisions, and history — instead of email threads and personal notes.
Fine-grained access for principals, staff, and outside advisors.
Documents, ownership, and history attached to the things they describe.
A clear timeline of changes — helpful for reviews and audits.

Important context sits in inboxes, an assistant's head, and shared drives with inconsistent folders.

Who can do what is understood socially, but never actually written down.

When someone leaves, a chunk of the family's institutional memory goes with them.

For family offices

Give your team one shared place for the principal's records, advisors, decisions, and history — instead of email threads and personal notes.

Principals, assets, and records connect to each other instead of living in silos.

You can hand off responsibilities cleanly — without giving everyone access to everything.

When staff or advisors change, the record stays.

Related solutions

Planning an inheritance

Get the documents, valuations, and ownership history organized before the conversations with the lawyer and accountant.

Insurance, the right way

Know what you own, what it's worth, and what's covered — so renewals, changes, and claims are straightforward.

Managing the family's accounts and loans

Bank accounts, credit cards, mortgages, and other loans — see what's where, who owns what, and what's outstanding.