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    Unifying Complex Multi-Entity Planning Across a Family Office

    A multi-family office managing multi-entity structures across dozens of families set out to modernize how it models and manages complex wealth across investments, businesses, trusts, and estates.

    Challenge

    The Challenge

    Complexity was increasing — but systems were not keeping pace.

    As client structures became more sophisticated, the firm needed to manage interconnected entities, trusts, and investments — while continuing to deliver high-touch, customized guidance.

    Operational Barriers

    • Highly manual workflows across spreadsheets and disconnected tools
    • No unified view across entities, trusts, and investments
    • Knowledge concentrated in individuals rather than systems
    • Limited ability to accurately model complex financial and tax scenarios
    • Significant coordination overhead across internal and external advisors
    • Static outputs that were difficult to update and evolve

    Costs & Risks

    • Limited capacity to serve more families at scale
    • High key-person dependency
    • Difficulty delivering integrated, multi-disciplinary guidance
    • Lack of a consolidated view of complex structures and wealth

    At the same time, no existing software could accurately model financial and tax planning across corporations and trusts.

    Turning Point

    The Turning Point

    The firm reached a clear constraint:

    To continue delivering high-touch, customized service, it needed a unified system capable of modeling complex structures and enabling coordination across planning domains.

    Selection

    Why Planworth

    Accurate modeling of corporations, trusts, and multi-entity structures
    Unified view across entities, assets, and planning domains
    Replacement of fragmented spreadsheets with a structured system
    Rapid scenario modeling and complex what-if analysis
    Clear, visual outputs for client communication
    Flexibility to support highly customized family situations

    Rollout

    Implementation

    Rolled out across core advisory and planning workflows.

    The firm centralized its planning processes — bringing together investment, tax, and estate considerations into a single system — while enabling collaboration across internal and external stakeholders.

    Transformation

    What Changed

    Before

    • Manual, spreadsheet-driven workflows
    • Fragmented tools and disconnected data
    • Limited ability to model complex structures
    • High reliance on individual expertise
    • Static outputs and slow iteration

    After

    • Accurate, dynamic modeling of complex structures and scenarios
    • Unified view across entities and planning domains
    • Faster response to client needs and changes
    • Improved coordination across internal and external teams
    • Clear, high-quality client communication
    • Greater confidence without workarounds

    Results

    Outcomes

    Ability to serve more families without increasing operational burden
    More consistent, institutional-quality planning delivery
    Improved client retention and satisfaction
    Increased operational efficiency across the organization

    Impact

    Strategic Impact

    Scalable delivery without sacrificing customization
    Reduced key-person dependency
    Integrated financial, tax, and estate guidance
    More confident, transparent client engagement
    "For the first time, we have a complete and dynamic view across complex family structures — without relying on manual workarounds."

    — Family Office Executive

    Ready to unify planning across complex structures?

    Contact Sales