Trustworthy - The Family Operating System®

Protect, organize and optimize your important family information.
Start a Free Trial

or, Choose an edition to purchase

First Responder

  • $120.00 / year
*plus applicable taxes
Try For 14 Day(s)

Ideal For

  • A special plan for First Responders who serve our community every day.

Included

  • Unlimited Users
  • The Family Operating System® — the leading platform for family information management.
  • Bank-level security with AES 256-bit encryption.
  • Phone & email support (9am-5pm Pacific).
  • 30GB storage space.

Gold

  • $240.00 / year
*plus applicable taxes
Try For 14 Day(s)

Ideal For

  • Best for high-achieving families who prefer to manage and organize assets on their own.

Included

  • Unlimited Users
  • The Family Operating System® — the leading platform for family information management.
  • Bank-level security with AES 256-bit encryption.
  • Thirty-minute personalized onboarding with your dedicated concierge.
  • Phone & email support (9am-5pm Pacific)
  • 30GB storage space

Platinum

  • $480.00 / year
*plus applicable taxes
Try For 14 Day(s)

Ideal For

  • Best for high net-worth families who have complex assets that require more service.

Included

  • Unlimited Users
  • The Family Operating System® — the leading platform for family information management.
  • Bank-level security with AES 256-bit encryption.
  • Thirty-minute personalized onboarding with your dedicated concierge.
  • Three hours of one-on-one, personalized service with your dedicated concierge.
  • Phone & email support (8am-10pm Pacific).
  • 75GB storage space.

Notes

  • All plans include a 14-day free trial and a 30-day full refund policy.