Family Offices

    Your family's wealth spans dozens of entities.
    You should see all of them.

    EntityFlo gives family offices a single operational view — compliance status, ownership chains, trust structures, and governance — across every entity in the family group.

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    Your first entity is free. No credit card required.

    Trust managementUBO mappingSMSF complianceMulti-generationalAdvisor accessASIC DSP licensed
    1
    View of every trust, company, and SMSF in the family structure
    Auto
    Compliance monitoring across all entities continuously
    Secure
    Role-based access for advisors and family members
    100%
    ASIC registry synced — zero manual reconciliation
    The Problem

    Complexity built over generations
    creates invisible governance gaps.

    Family offices operate some of the most complex entity structures in Australia. Managing them with spreadsheets creates risk.

    01

    Structures that span generations

    Family offices manage trusts, companies, partnerships, and SMSFs across multiple generations. Without a unified view, obligations are missed and structures drift out of compliance.

    02

    Governance gaps across entities

    Director appointments, trustee changes, and beneficiary updates happen frequently. When they're tracked across spreadsheets and email, the governance trail breaks.

    03

    Advisor coordination without a single source

    Accountants, lawyers, and family members all need access to entity information — but it lives in different places, creating delays and inconsistencies.

    04

    No real-time visibility for principals

    The family principal or investment committee wants a clear picture of the entire structure. Producing that picture currently requires hours of manual compilation.

    The Solution

    One platform for your entire family structure.
    Built for complexity.

    EntityFlo brings every entity — trusts, companies, SMSFs, partnerships — into a single, continuously monitored register.

    Book a Demo
    01
    Every entity in the family structure — one view
    Companies, trusts, SMSFs, and partnerships mapped in a single register. See compliance status, officer details, and ownership across the entire family structure at a glance.
    ✓ All entity types · Unified register · Real-time
    02
    Multi-generational ownership mapping
    Trace beneficial ownership through complex trust and corporate layers. EntityFlo calculates UBO percentages automatically and keeps the map current as structures change.
    ✓ Trust look-through · UBO calculation · Always current
    03
    Compliance monitored continuously
    Annual reviews, director consents, trust deed variations — the engine monitors every entity against its obligations and surfaces gaps before they become problems.
    ✓ Automated monitoring · Proactive alerts · Zero surprises
    04
    Controlled access for advisors and family
    Give accountants, lawyers, and family members the access they need — read-only or collaborative — while maintaining a single source of truth under your control.
    ✓ Role-based access · Advisor portal · Secure
    05
    Platform integration across every module
    Family offices use Entity Management as the central register, Compliance Engine for monitoring, Governance Hub for resolutions, and Document Vault for the immutable audit trail.
    ✓ Full platform · End-to-end workflow · One system
    Why EntityFlo

    Not another spreadsheet. Not another siloed tool.

    The mid-market gap between enterprise pricing and a folder of CSVs is exactly where EntityFlo sits.

    Without EntityFlo
    Spreadsheets & disconnected tools
    Entity data across accountant, lawyer, and family member — no single source of truth for the entire family structure
    Trust compliance tracked manually — deed variations, trustee changes, and beneficiary updates in email threads
    Ownership structure assembled on request — hours of manual compilation every time an advisor or principal asks
    SMSF and trust obligations slip — annual reviews, director consents, and ATO filings missed because nobody was watching
    Next generation inherits chaos — no structured handover when the family patriarch or matriarch steps back
    With EntityFlo
    Ironclad governance. Immutable records.
    Single register for the entire family — every trust, company, SMSF, and partnership in one platform. One source of truth
    Trust compliance automated — every deed variation, trustee change, and beneficiary update tracked with full audit trail
    Ownership always visible — structure charts and UBO mapping updated in real time. Always ready for advisors or principals
    Every obligation monitored — compliance engine watches every entity continuously. Gaps surfaced before they become problems
    Institutional memory preserved — governance decisions, documents, and ownership changes immutably recorded for future generations
    Other Solutions

    Corporate Groups

    Unified registers and filings for multi-entity organisations.

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    Property Groups

    SPVs, joint ventures, and holding structures made simple.

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    Investment Funds

    SPV management, UBO mapping, and compliance for PE, credit, and family offices.

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    Professional Services

    Multi-client entity management for law firms, CoSec providers, and accountants.

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    Ready to see your entire family structure?

    Your first entity is free. No credit card required.

    Book a Demo Join Beta
    Explore by audience
    Private EquityPrivate CreditFamily Offices

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