How do family offices manage entities?
A practical guide for principals, family office COOs and external advisers managing complex family wealth structures.
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Family offices typically manage 10–60 entities — discretionary and unit trusts, holding companies, operating subsidiaries, SMSFs, foreign vehicles — with deeply layered ownership chains. The platform challenge is three things: keeping the structure visible (who really owns what), keeping the cosec work manageable for a small team, and keeping the family\u2019s information private. EntityFlo solves all three, with per-entity permissions for external advisers.
How do family offices manage entities?
A practical guide for principals, family office COOs and external advisers managing complex family wealth structures.
Join BetaWhy family offices are different
Family offices have three unusual characteristics. (1) Trust-heavy structures — discretionary trusts and unit trusts are the dominant vehicles, not Pty Ltds. (2) Long-tail entities — there are usually a few dormant holding companies and historical entities that still need to be compliant. (3) Privacy — information lives across a network of accountants, lawyers and bankers, and the family wants tight control over who sees what.
How EntityFlo models trusts
A trust isn’t a company. It has trustees (corporate or individual), beneficiaries, an appointor, and sometimes a protector. Distributions aren’t dividends. Trust deeds aren’t constitutions. EntityFlo treats trusts as first-class entities with the right fields, the right compliance rules, and the right document templates — not as companies with a different label.
Structure charts that show what matters
A 40-entity family office structure can’t be drawn on a whiteboard. EntityFlo generates four views: ownership (who holds what), control (who has appointor rights, casting votes), UBOs (the people at the top), and authority (signatories on bank accounts). Each view is interactive and exportable for the family meeting.
Privacy and adviser access
Family office data is the family’s data. EntityFlo permissions are per-entity and per-section: the tax accountant for the operating businesses doesn’t see the personal investment trust. The next-generation members can see structure without seeing financials. Every access is logged.
How to do this with EntityFlo
Practical steps. No fluff.
- 01
Map the structure
Add holding entities, operating entities, trusts and SMSFs. EntityFlo handles trustee/beneficiary relationships natively.
- 02
Establish UBOs
The UBO engine walks every chain through trusts and holding companies to identify the natural-person owners.
- 03
Set adviser access
Tax accountants, lawyers and bankers get scoped access — only the entities they advise on.
- 04
Track distributions and resolutions
Trustee resolutions for distributions, dividend declarations and intercompany loans are drafted by Flo and registered automatically.
- 05
Hand over with confidence
Next-generation family members or new staff see the whole structure on day one — not after months of catching up.
Explore related features
See how EntityFlo connects across the platform.
Frequently asked questions
Do you support SMSFs?
Yes. SMSF management with trustees, members, contributions, and the appropriate compliance rules is included.
What about offshore entities?
EntityFlo supports BVI, Cayman, Jersey and Guernsey structures via document drafting and manual register management. AU/NZ/UK have full registry integration.
Can the principal sign documents on a phone?
Yes. Resolutions and consents push to e-sign and can be signed from a phone or tablet.
How does it handle inter-entity loans?
Loans between family entities are tracked with terms, interest rates, balances and a loan deed generated by Flo.
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Entity Register
Every entity, officer and shareholder in one live register.
ExploreGovernance Workflows
From board decision to registered outcome. Every step tracked.
ExploreCompliance Engine
Continuous compliance monitoring across every entity.
ExploreStructure & Ownership
Live structure charts, ownership chains and UBO traces across the group.
ExploreBoardroom
Run board meetings, papers, resolutions and minutes from one place.
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Your AI Company Secretary across every record, action and obligation.
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