Integrated planning and observability across complex 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, businesses, holding companies, and trusts. Planning is typically fragmented across advisors, entities, and asset types — making it difficult to see the full picture.
Challenges
Planning fragmented across entities, advisors, and subject matter
No unified view across individuals, corporations, and trusts
Difficulty modelling cross-entity dependencies and scenarios
Coordination challenges across internal and external advisors
Solution
Integration Framework
CRM integration
Connection between internal and external systems and data sources
Modelling Engine
Entity-based modelling across individuals, corporations, and trusts
Scenario-based planning and complex what-if analysis
Collaboration Layer
Collaboration between internal and external advisor teams
Integrated planning for multi-entity structures
Client Journeys
Consolidated reporting and observability
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 storyExplore how Planworth supports planning for complex ownership structures.
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