For Family Offices & HNW Households

Your Family Office Budget,
Built in Minutes

Upload an existing workbook or answer a few questions about your income, staff, and expenses. Walk away with a complete, auditable Excel workbook — three-statement model, supporting schedules, and print-ready formatting.

Smart categorization maps your expenses automatically.

Build Your Budget → Takes about 10 minutes

Built for How Family Offices Actually Work

Three-Statement Model
Income statement, balance sheet, and cash flows — all linked and balanced automatically. 24-month forecast included.
Wealth-Specific Categories
Investment fees, advisory costs, household staff, property expenses, and lifestyle spending — organized the way family offices think.
One-Click Excel Export
Fully formatted .xlsx workbook with formulas, conditional formatting, and print-ready layouts. Ready for your advisor or CPA.

How It Works

  1. Name Your Family & Entity
    Enter your family name and legal entity. Choose your forecast horizon.
  2. Add Income, Staff & Expenses
    Enter income streams, staff, and expenses — or upload an existing Excel workbook to auto-populate everything.
  3. Map & Categorize
    Drag and drop expenses into wealth management and lifestyle categories. The wizard auto-categorizes most items for you.
  4. Generate Your Budget
    Download a complete Excel workbook with income statement, balance sheet, cash flows, and all supporting schedules.

Ready to Build Your Family Office Budget?

The guided wizard takes about 10 minutes. You'll walk away with a complete Excel workbook.

Build Your Budget →