A family office, in one system
Run it all. Know it all.
Estorios is the operating system for a family office: one record of who owns what, and every figure a function of it.
Custodians, lenders, advisors, counsel, accountants and property managers each hold part of what a family owns. Nothing holds all of it. Estorios does. We built it to run our own office.
- Custodians
- Lenders
- Property managers
- Fund managers
- Accountants
- Counsel
- Insurers
- Advisors
- Brokers
- Registries
- The family
- A spreadsheet
ESTORIOS
The operating system for a family office.
Entities, accounts, property, private investments, public markets, documents, and the people who advise on all of it. Compiled into one record, and worked from one place. We built it to run our own office.
CompilationEfficiencyAccuracy
Compilation
Everything the family owns, owes and is owed, compiled onto one structure: who owns what, through which entity, as of any date.
Efficiency
The office reviews instead of transcribing. The paper is read, the figures are drawn, and a person approves.
Accuracy
Every figure says where it came from. The money arithmetic is computed, not generated. A correction, once made, holds.
Why it is different
Others read documents. Others aggregate accounts. Estorios compiles them onto one map of who owns what, and every figure the office reports is a function of that map.
- What changes · 01
The hour before every question goes away.
A question about what the family holds, owes or is owed is answered from the record, not from pulling the pieces together again. The answer carries the page it came from.
- What changes · 02
The month closes with evidence.
Every account reconciled, every expected receipt matched or owned by someone, every movement explained. Not a blanket sign-off on a total.
- What changes · 03
The board book is drawn, not assembled.
The figures for the family come from the one record, the same ones the dashboard shows, so nothing is re-keyed and nothing disagrees.
How it comes together
What comes in, what it attaches to, and where it reaches.
The picture is live. Touch anything in it.
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The office
Your office is behind the sign-in.
Not yet a family on Estorios? Start with your messiest lease and one bank statement. In two weeks, your own office here.
One deployment per family, under the family's own sign-on.