Don't start from scratch. Our workflows sync everything you already have. Purpose-built for owners of $3M-$100M
We are switching to invite-only model in early Q2. You'll need an invitation to create an Owner.One account after the switch.
No seven-figure overheads
Centralized hub for advisors & family
Family wealth in full view
Track your wealth team
Create your Virtual Family Office
of heirs plan to drop their parents' family office. Reason? No digital services
Your children will ask for it
Research shows that your family demands digital services, not spreadsheets, papers and advisors*
of families lack proper succession documentation
of family office managers are dissatisfied with their firm's digital solutions
Switch to private family infrastructure. Become independent of service providers.
Keep your wealth in-house and autonomous
Own a single source of truth for your wealth
Control the infrastructure to preserve assets and capital
Regain a monopoly over your wealth information
Make your family wealth sovereign
Control every corner of your family wealth
Consolidate fragmented reporting, documents, emails, and messages
Reach advisors, lawyers, and managers from a single space
Keep documents in digital vault, with role-based access that you set up
Get insights with interactive dashboards
Create tasks, set deadlines, and approve when done
What’s included
Virtual family office. 24/7. On any device
Featured in
Your family wealth is convoluted. It takes significant time to manage. Virtual Family Office gives you back control.
Why run your Virtual Family Office on private infrastructure?
Orchestration layer
You work with different lawyers, tax advisors, managers, and family offices. No need to replace them. Just synchronize their work in one place.
Family Office as a team
Invite family, experts, and assistants. Add from your Repository or manually, track activity, assign roles, and control access.
Document storage
Your personal server for storing asset data. It runs independently, physically separated and deployed.
Task Tracker
Create tasks, set deadlines, and track progress in real time.
Dashboard
See what matters most at a glance: active tasks, responsible parties, document counts, and more.
Private space
Chat with your team using text, images, and documents. Other members can participate in discussions but can't message each other directly, keeping everything structured and secure.
FAQ
It's a Repository of Asset Data and Rights Transfer. Capital founders use it to preserve assets across generations. If something happens to them, Owner.One ensures two things: 1) Their families get accurate information about all assets, and 2) Their will is executed exactly as planned with no delays.
Because we personally faced challenges organizing wealth data across multiple countries, family offices, and advisors. The process was complex, expensive, and inefficient. We saw how technology could make it radically better.
It's the day-to-day management layer of the Repository. VFO helps you organize advisors, documents, and tasks while you're actively involved with your wealth, not just planning for some distant future.
Your advisors manage your wealth. Owner.One gives you the infrastructure to govern it. They remain in their roles but now inside a system you control and own, with no single-person dependencies and full visibility.
Join the waitlist. We'll notify you as soon as VFO launches.
Your data stays on your own secure server. It's legally yours, like private property. Owner.One has zero access to it.
Not ready yet?
Get updates on our launch
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