The Household Office
Most families hire professionals and then under-use them, because the hard part isn't the advice — it's arriving organised. Your chief keeps the file all year, so the conversation is short and the paperwork is already done.
A family office is what wealthy households buy to handle exactly this. Yours comes with the service.
Say the word, and it starts
No forms to find, no blank page. Each of these is a standing practice your chief keeps for your household — open one and they already know your accounts, your categories, and what was decided last time.
- ✓ Keep our monthly books
- ✓ Find subscriptions worth cancelling
- ✓ Get our accountant everything for taxes
- ✓ Talk through tax strategies before year end
- ✓ See what we actually spend, by category
- ✓ Understand what we pay in retirement account fees
- ✓ Keep a record of our charitable giving
- ✓ Set up a living will and healthcare directives
- ✓ Get our estate paperwork in order
- ✓ Check who our beneficiaries actually are
- ✓ Write down what our family would need to know
- ✓ Make sure someone can access things if we cannot
- ✓ Plan for caring for aging parents
- ✓ Review our insurance for gaps
- ✓ Get quotes to compare our coverage
- ✓ Build a home inventory for insurance
- ✓ Freeze our credit and protect our identity
- ✓ Know what to do in the first hour of a fraud
- ✓ Track warranties, models, and service history
- ✓ Keep receipts that reduce taxes when we sell
- ✓ Know who we pay and when it renews
- ✓ Renegotiate or cancel a standing service
- ✓ Keep our vehicle records and renewal dates
- ✓ Plan and pay for college
- ✓ Stay ahead of school and aid deadlines
- ✓ Compare health plans at open enrolment
- ✓ Check a medical bill that looks wrong
- ✓ Keep passports and travel documents current
- ✓ Handle paperwork for someone who works in our home
How it actually works
Say “let's get our estate paperwork in order” to your chief, in the app or the portal. They ask one thing at a time, and write down your answers in your words.
Every answer, statement, and decision stays in your household's file — at your house, on your own hardware. You are never asked the same question twice.
A monthly statement. A binder your family could act on tomorrow. A complete package for your accountant. Documents, not just answers.
Where it stops
Your chief is not a lawyer, an accountant, a doctor, or an advisor, and never pretends to be. They prepare, organise, and explain — and when something needs a licensed professional, they say so plainly and hand you the package that professional needs.
- Keep the books and produce the statements
- Track every deadline and renewal
- Show you what recurs and what it costs
- Prepare the questions worth asking your accountant
- Write down what your family would need to know
- Act on your say-so, after showing the consequences
- Draft or interpret a will, trust, or directive
- File a return or tell you what to claim
- Recommend investments or judge coverage adequacy
- Give medical advice or read a result
- Move your money — ever
- State a number your own records don't support
Everything the Household Office produces is prepared for your review and for a licensed professional's. Records stay on the hardware in your home; nothing leaves until you send it.
The difference is the file
Anyone can ask an AI about estate planning. Only your chief knows which accounts you hold, who your beneficiaries are, what you spent last month, and what you decided in March.
Talk to us about your household