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About

Built first for one family office’s own records.

WealthHut started as the system a working family office built to keep its estates, trusts and companies straight. It is now being prepared as a product for other families and their advisors.

Why it exists

The problem we kept running into

A family with several trusts and companies spends a surprising amount of time answering one question: where did this number come from? The answer usually sits in an inbox, a shared drive or one person’s memory.

We built a record where that answer is attached to the number itself, where open questions wait for the right person instead of being guessed, and where the history survives a change of advisor or trustee.

The shape of it

Structure first, then evidence, books and decisions

  1. Structure

    This page

    Who owns what, through which trust or company, and since when.

    In use internally
    • Separate property, shared ownership and trustee roles are modelled explicitly.
    • Cross-record checks catch contradictions, such as ownership that does not add up to 100%.
    • Each change event names the filings it affects, so the tax view follows from the record.

    Structure to Evidence: Each entity names the documents it needs

  2. Evidence

    The statement, deed or agreement behind every record, tracked by content.

    Evidence to Books: Statements prove each balance

  3. Books

    Double-entry books tied to the statements that prove each balance.

    Books to Decisions: Judgements wait for a person

  4. Decisions

    Open questions routed to the right person, and answers kept as rules.

Decisions back to Structure: Settled answers become written rules, so the record gets more exact with every question answered.

Where we are

Current stage

The records, vault, books, decision queue and tax preparation support run today inside the family office that built them. The office workspace is a prototype. Member plans through Route 422 Business Advisor and Network Magazine are a pilot. The hosted product for other families and the partner program are planned.

The company

WealthHut is a Ledgerd product

Ledgerd LLC makes financial record products, and WealthHut is the first. It was previously developed under the working name WealthVault.

Want to follow along or get involved?

We are talking with a small number of families and advisors during this stage.

Tell us about your family’s records