Family Wealth Management Platform - Secure Your Legacy Together
Building and preserving family wealth isn't just about accumulating assets, it's about creating a lasting legacy that spans generations. Whether you're managing £50,000 or £5 million across properties, investments, and business ventures, Know Your Dosh provides the secure, collaborative platform that sophisticated families need to grow, protect, and transfer wealth with confidence.
Know Your Dosh is a secure, shared wealth management platform built for modern families. Whether you’re tracking savings, assets, or planning for future generations, we give your household the visibility and confidence to grow your wealth together in one simple dashboard.
Built for households of all sizes
Plan across life stages
Bank-grade security
Track all of your accounts
Clear dashboards
Real-time syncing
Why Families Choose Collaborative Wealth Management 🤝
The Evolution of Family Wealth:
- Traditional Challenges: Siloed information, lack of transparency, communication gaps
- Modern Solutions: Collaborative platforms, real-time insights, global accessibility
- Generational Thinking: Planning for current and future generations
- Global Complexity: Managing wealth across multiple countries and currencies
- Technology Integration: Leveraging fintech for sophisticated wealth management
Know Your Dosh Advantage:
- Family-Centric Design: Built specifically for family wealth collaboration
- Enterprise-Grade Security: Bank-level protection for high-value assets
- Global Accessibility: Manage wealth from anywhere in the world
- Multi-Generational Planning: Tools for legacy preservation and transfer
Comprehensive Wealth Tracking 🏦
Global Asset Portfolio Management
- Real Estate Portfolio: Residential, commercial, and investment properties worldwide
- Investment Holdings: Stocks, bonds, mutual funds, ETFs across global markets
- Alternative Investments: Private equity, hedge funds, commodities, collectibles
- Business Interests: Family businesses, startup investments, partnership stakes
- Liquid Assets: Bank accounts, money market funds, cash equivalents
User Story: “The Blackstone family wealth spans three generations and five countries. Their portfolio includes London commercial properties, Silicon Valley tech investments, Swiss private banking assets, and a family vineyard in Tuscany. Know Your Dosh provides real-time valuation in their preferred currency (GBP) while maintaining local currency tracking for tax purposes.”
Integrations & Tracking
- Global Banks: Connect to providers in 16 countries
- Family Offices: Coordinate with single and multi-family offices
- Investment Platforms: Link to brokerage and investment accounts
- Custodian Integration: Track assets held by multiple custodians
- Performance Attribution: Understand what drives portfolio performance
- Liquidity Management: Monitor liquid vs illiquid asset allocation
Multi-Generational Wealth Planning 🎯
Estate Planning & Wealth Transfer
- Trust Management: Track family trusts and their beneficiaries
- Will Coordination: Ensure wills align with current asset holdings [Coming Soon]
- Beneficiary Management: Maintain updated beneficiary information
- Tax Minimisation: Strategies to minimise estate and gift taxes
- Succession Planning: Plan for business and asset succession
- Generation-Skipping: Strategies for transferring wealth to grandchildren
- Family Limited Partnerships: Structure family wealth for tax efficiency
- International Structures: Cross-border wealth transfer optimisation
Family Business & Investment Management 💰
Family Business Integration
- Business Valuations: Regular valuation of family business interests
- Performance Monitoring: Track business performance and profitability
- Governance Structure: Manage family business governance and decision-making
- Succession Planning: Prepare for leadership transition to next generation
- Exit Strategy Planning: Evaluate options for business sale or transition
- Family Investment Policy: Establish investment guidelines and objectives
- Diversification Strategy: Balance family business concentration with diversification
- Liquidity Planning: Ensure adequate liquidity for family needs
Alternative Investment Management
- Private Equity: Track PE fund investments and performance
- Hedge Funds: Monitor hedge fund allocations and returns
- Real Estate Funds: Commercial and residential real estate investments
- Commodities: Precious metals, energy, and agricultural investments
- Collectibles: Art, wine, classic cars, and other collectible assets
- Risk Assessment: Evaluate risks specific to alternative investments
- Liquidity Considerations: Understand liquidity constraints and timelines
Global Wealth Coordination 🌏
Currency & Foreign Exchange Management
- Currency Exposure Analysis: Understand family wealth currency exposure
- Hedging Strategies: Implement currency hedging for risk management
- Exchange Rate Monitoring: Track exchange rates affecting family wealth
- Currency Diversification: Optimise currency allocation across assets
- FX Impact Analysis: Understand how currency movements affect wealth
Family Financial Security & Privacy 🔐
Household Data Protection
- Bank-Grade Encryption: Protect all household financial data
- Multi-Factor Authentication: Secure access for all family members
- Role-Based Permissions: Control access to sensitive information
- Individual Privacy Settings: Maintain personal financial privacy
- Shared Information Controls: Choose what to share with family members
- Guest Access Options: Temporary access for financial professionals
- Data Retention Policies: Control how long data is stored
- Right to Deletion: Complete data removal upon request
Emergency Financial Protocols
- Emergency Contact System: Ensure family access during emergencies
- Financial Emergency Plans: Protocols for financial crises
- Document Storage: Secure storage of important financial documents
- Emergency Fund Management: Quick access to emergency funds
- Crisis Communication: Family communication during financial emergencies
Getting Started with Family Wealth Management🚦
Wealth Management Onboarding
- Wealth Assessment: Comprehensive evaluation of current family wealth
- Goal Definition: Establish family wealth management objectives
- Platform Configuration: Set up platform for family’s specific needs
- Family Training: Educate family members on platform usage
