One View of the Entire Family Group.

    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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    80%
    Less governance admin
    <5 min
    Build your entire group structure
    100%
    Ownership visibility
    ASIC
    Integrated

    Complexity built over generations
    creates invisible governance gaps.

    Structures that span generations

    Family offices manage trusts, companies, partnerships, and SMSFs across multiple generations.

    Governance gaps across entities

    Director appointments, trustee changes, and beneficiary updates happen frequently.

    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.

    No real-time visibility for principals

    The family principal or investment committee wants a clear picture of the entire structure.

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

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

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    Every entity in the family structure: one view
    Companies, trusts, SMSFs, and partnerships mapped in a single register.
    Multi-generational ownership mapping
    Trace beneficial ownership through complex trust and corporate layers.
    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.
    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.
    Platform integration across every module
    Family offices use Entity Management as the central register, Compliance AI for monitoring, Governance Hub for resolutions, and Document Vault for the immutable audit trail.

    Make the family structure visible.

    Keep every entity, advisor and generation aligned.

    1. 1

      Bring records together

      Add trusts, companies, SMSFs and partnerships.

    2. 2

      Map control

      Trace ownership across generations and structures.

    3. 3

      Set access

      Give family and advisors the right view.

    4. 4

      Preserve the record

      Keep decisions, changes and obligations current.

    Five parts. One connected platform.

    Every entity, structure, workflow, obligation and board decision managed in one place, with AI doing the governance work in the background.

    Entity Register

    The single source of truth for your entire group.

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    Structure & Ownership

    Where ownership and control are proven.

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    Governance Workflows

    Every action, from decision to lodgement.

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    Compliance AI

    See the risk before it becomes a problem.

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    Boardroom

    Run the meeting. Complete what comes next.

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    Ready to see your entire family structure?

    Your first entity is free. No credit card required.

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