Figures without sources
A balance in a spreadsheet, retyped from a PDF, with no way to check it against the statement it came from.
The operating record for family wealth
Everything your family owns, in one record you can prove.
WealthHut keeps a family’s estates, trusts, companies, documents and books together. Every figure shows its source. Every change shows who approved it.
Family trustAs of
Operating account
Closing balance$184,302.17
- Evidence
- Grade A: the statement ties to its own totalSource: Bank statement
- Period
- 1 to 31 Aug 2026, closing balance
- Source
- Hash-verified in the vaultSource: Vault
Companies using WealthHut
Their records are kept in WealthHut today.
The problem
Family wealth breaks at the seams between systems
Decisions without a record
A transfer classified by whoever got to it first, and the reasoning lost in an email thread.
History that leaves with people
A change of trustee, bookkeeper or CPA, and years of context walk out the door.
What the statement says is what the books say is what your CPA sees.
No re-keying, no orphan PDFs, no unsourced figures.
How it fits together
Four parts, each checked against the others
Most families hold these in different systems, with different people. WealthHut connects them, so a question about any one of them can be answered from the others.
Structure
Who owns what, through which trust or company, and since when.
Structure to Evidence: Each entity names the documents it needs
Evidence
The statement, deed or agreement behind every record, tracked by content.
Evidence to Books: Statements prove each balance
Books
Double-entry books tied to the statements that prove each balance.
Books to Decisions: Judgements wait for a person
Decisions
Open questions routed to the right person, and answers kept as rules.
Who it is for
Built for everyone who touches the family’s records
Families and principals
Your financial life is spread across entities, advisors, states and a spreadsheet only you understand.
One record of what you own, how it is held and what has been decided, with the source for every figure.
Family office staff
Onboarding a new trust or company means rebuilding everything, and reconciliation is manual.
Records, books and documents that are validated as they arrive, with the open questions queued for the right person.
CPAs, attorneys and trustees
You receive polished PDFs with no underlying data, and requests for evidence take days.
Source-backed packages scoped to your engagement, and a history that survives a change of trustee or advisor.
Advisory firms
Your clients still email PDFs and ask where a number came from.
A future partner program to offer this record to your client families under your brand.
Honest status
Already running, not just planned
WealthHut began as the system one multi-entity family office uses to run its own records. These parts do real work there today. We label everything on this site as In use internally, Prototype, Pilot or Planned.
Entity and ownership record
Estates, trusts, companies, people and advisors kept as validated records, with a dated history of every ownership change.
Document vault with custody
Every source document is inventoried, classified by type, retention and sensitivity, and tracked by content hash.
Books tied to statements
Bank, card, loan and brokerage statements normalised into double-entry books for each estate and company.
For members
WealthHut comes with your membership
Route 422 Business Advisor and Network Magazine members get a WealthHut plan for the term of their membership. Your membership level sets the plan.
See your own records with their sources
We are working with a small number of families and advisors while the hosted product is built. Tell us how your entities, advisors and documents are arranged today.