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Platform partners

Offer your client families a record they can prove.

We are designing a program for advisory firms that serve many families. Planned The program is not available yet, and no partner agreements are in place. We want to hear from firms who would help shape it.

Help shape the partner program See how the record works

The problem

Your clients still email PDFs and ask where a number came from

Advisory firms rebuild the same picture of each family every quarter, from documents the family forwards and statements nobody has reconciled.

  • Every new engagement starts by re-collecting documents the family already sent someone else.
  • Answers to “where did this figure come from?” take days, not minutes.
  • The history of a family’s structure lives in your staff’s memory.

How it connects

Each family’s structure, kept whole

A partner program starts from the family’s structure: who owns what, through which trust or company. Evidence, books and decisions hang from it.

  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.

What we intend

How the program is being designed

Your brand

Client families see your firm’s name and brand standards, applied without a separate fork of the product.

Many families, kept apart

Each family’s record stays isolated from every other family’s, and remains the family’s own.

Oversight across families

A view across the families you serve, limited to what each family has granted.

Your existing systems

Planning and portfolio tools stay where they are. WealthHut supplies the evidence and the record behind them.

Good fit

Firms we would like to talk to

  • Wealth advisors and multi-family offices whose clients hold trusts, estates and operating companies.
  • CPA and fiduciary firms that repeatedly assemble the same evidence for the same families.
  • Firms that want to keep their existing planning and portfolio tools and add a provable record behind them.
Holding companyAs of

Ownership

Family trust A
50.00%Source: Operating agreement
Family trust B
50.00%Source: Operating agreement
Total
100.00%
Last change
Amendment 2, executed 14 Mar 2026Source: Vault
Illustrative record. Names and figures are examples.

Help shape the partner program

Tell us how your firm serves families today and where the evidence gaps are.

Tell us how your firm works