Start your Family Operating System® with a
14-day free trial, then choose a plan.
Platinum
Starting at
$480
per year
Best for high net-worth families who have complex assets that require more service.
The Family Operating System® — the leading platform for family information management
Bank-level security with AES 256-bit encryption
Thirty-minute personalized onboarding with your dedicated concierge
Three hours of one-on-one, personalized service with your dedicated concierge.
Onboard your spouse/partner and family members
Research to replace or upload documents for you
Personalizing your Family Operating System®
One-on-one productivity sessions
Other assistance upon request
Phone, email, and text support (8am-10pm Pacific)
75GB vault space storage
Gold
Starting at
$240
per year
Best for high-achieving families who prefer to manage and organize assets on their own.
The Family Operating System® — the leading platform for family information management
Bank-level security with AES 256-bit encryption
Thirty-minute personalized onboarding with your dedicated concierge
Includes you and your family members
One-on-one productivity sessions available at additional cost.
Phone & email support (9am-5pm Pacific)
30GB vault space storage
First Responders
Starting at
$120*
per year
A special plan for Military and First Responders who serve our community every day.
The Family Operating System® — the leading platform for family information management
Bank-level security with AES 256-bit encryption
Thirty-minute personalized onboarding with your dedicated concierge
Includes you and your family members
One-on-one productivity sessions available at additional cost.
Phone & email support (9am-5pm Pacific)
30GB vault space storage
All plans include a 14-day free trial and a 30-day full refund policy.
Customize your plan

Concierge
Have a question?
Find out which subscription is right for you, learn more about how our expert concierge team can help, or ask about multi year and multi household savings.
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