Family Wealth Management
Family wealth management means seeing everything your household owns, in one place: property, investments, business interests, cash, across however many currencies and countries your life spans. Know Your Dosh brings it together in a single secure dashboard, so nothing gets lost between spreadsheets, statements, and different people’s heads.
Wealth that lives in silos gets managed in silos. Bring it together and the whole becomes easier to steer than the parts.
Homes and rentals, ISAs and pensions, business stakes, the classic car in the garage, every asset valued and visible alongside what you owe.
Assets in five countries, one net worth in the currency you think in, with local values kept for tax time. Live exchange rates do the maths.
Trusts, beneficiaries and who-inherits-what stay current and visible to the right people, so the handover is a plan, not a scramble.
Secure, read-only connections keep accounts across borders up to date automatically.
Track property, private investments, collectibles and business interests alongside the everyday accounts.
Give your accountant or financial adviser temporary guest access, no forwarded statements, no shared passwords.
See what actually drives returns across the whole family portfolio, not just one account at a time.
Sharing wealth information with family doesn’t mean sharing everything with everyone.
Role-based permissions per family member. Grandad’s pension can be his business until he chooses otherwise.
AES-256 encryption, two-factor authentication and FCA-regulated handling of your data, the same standards banks use.
Read-only access, clear retention rules, and complete deletion whenever you ask. We can never move your money.
It’s keeping track of everything your family owns, together, instead of scattered across separate accounts and different people’s memory.
Yes. Know Your Dosh supports multi-currency assets, so property in one country and savings in another show up in the same dashboard.
Yes. Guest access lets you bring in an accountant or adviser without handing over your whole household’s data. You decide what they can see.
We’re FCA-regulated and GDPR compliant, with bank-level encryption and read-only Open Banking access. We currently track over £200M in assets across 100+ countries.
Yes. Permission controls mean each family member sees only what you decide.
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