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Download our chart of accounts template for family offices, our #1 downloaded asset.
Multi-entity partnership accounting
Investments data aggregation
Audit-ready from day one
Art, wine, autos, jewelry, and more. Track what the family collects with the same rigor as the rest of the balance sheet.
Every piece in one inventory:
description, images, location, and ownership.
Record appraisals over time and see how each piece
and collection performs.
Certificates, receipts, and appraisal documents stay
attached to each item.
Know what is covered, for how much,
and when policies come due.
Track where each piece is, residence,
storage, on loan, at all times.
Purchases, sales, and gains post to
the ledger with clean cost basis records.
Assign pieces to the entity or trust that owns them,
including shared ownership.
Collectibles appear in net worth reporting alongside
every other asset class.
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