Family offices. The whole balance sheet, reconciled.
A family office is a small institution: entities, trusts, portfolios, properties, and loans that must roll up truthfully. A8 Core™ puts the family balance sheet on one reconciled ledger.
The operating problem
The family-office data problem.
Entity sprawl
Trusts, LLCs, and partnerships tracked in disconnected tools.
Alt-heavy books
Property, private funds, and intra-family notes dominating the balance sheet.
Reporting by assembly
Family reporting built quarterly by hand from sources that disagree.
Product modules
The A8 Core™ modules this institution type runs on.
Account core
Trust suite
Unique assets
Data hub
Required integrations
Integrations depend on the institution’s partners and contracts; providers are named only when authorized.
Custodians & banks
The family’s existing providers, fed and reconciled.
Valuation sources
Appraisals and pricing for the alt-heavy book.
Tax preparers
Organized records out; K-1s in.
Control model
Controls for concentrated trust.
Scoped access
Family members, officers, and advisers see what their role allows.
Dual control
Movement approvals even in a small team.
Evidence
Decisions recorded — the record protects everyone.
Implementation path
A staged path, gated by evidence — not a big bang.
Inventory the structure
Entities, trusts, accounts, and assets cataloged.
Connect and convert
Feeds attached; histories loaded where they matter.
Report
The rollup produced from one reconciled source.
Example workflow
Quarter-end without the assembly project.
Status & dependencies
Module maturity varies and is labeled honestly — see product status. Availability of any account type or workflow depends on the institution’s legal authority, configuration, contracts, and policies.
See it on your account model.
A tailored session walks your accounts, workflows, and integrations through the platform.