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Integrated planning across complex financial structures
Planworth enables family offices to model and manage multi-entity financial structures as a unified system — across individuals, corporations, and trusts.
CONTEXT
Family offices manage complex, multi-entity financial structures spanning individuals, holding companies, trusts, and foundations. Planning is typically fragmented across advisors, disciplines, and generations — making it difficult to see the full picture.
CHALLENGE
Planning fragmented across entities, advisors, and disciplines
No unified view across individuals, corporations, and trusts
Difficulty modeling cross-entity dependencies and scenarios
Coordination challenges between internal and external advisors
SOLUTION
Integration Framework
- CRM integration
- Connection to external advisor systems and data sources
Modeling Engine
- Entity-based modeling across individuals, corporations, and trusts
- Scenario-based planning across financial domains
Collaboration Layer
- Coordination across internal and external advisors
- Integrated planning for multi-entity structures
Client Experience
- Consolidated reporting
- Individual, family and entity-level insights
OUTCOMES
Unified planning across entities and generations
Improved coordination between internal and external advisors
Clearer view of cross-entity dependencies and impacts
Coordinated recommendations spanning financial, tax, and estate domains
Customer Story
See how a multi-family office unified planning for complex wealth structures
Read the full story→