Family Office Solutions

Generational Wealth. Digital Precision.

Manage trusts, track beneficiary interests, and preserve family wealth across generations with tamper-proof records.

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Family Office Dashboard

Built for Multi-Generational Wealth

Trusts and Interests, Finally Modern

CapSign brings transparency and efficiency to family wealth management. Track complex ownership structures, automate distributions, and maintain permanent records for generations.

Trust Management

Digital Trust Administration

Digitize trust interests to create transparent, verifiable records of beneficiary rights. Automate distributions based on trust documents with rule-based precision.

Trust Interest Management
Represent trust interests digitally with built-in beneficiary rights, distribution schedules, and trustee controls.
Multi-Generational Tracking
Track ownership across generations with automatic per stirpes distributions and contingent beneficiary management.
Milestone-Based Distributions
Configure distributions tied to age, education, or custom milestones with automatic compliance verification.
Trust Beneficial Interest Tracking

Family Governance

Structured Governance & Succession

Encode family governance rules, voting rights, and succession plans into enforceable digital rules. Ensure family decisions are documented and tracked across generations.

Trust Governance
  • Family Council Management. Digital voting for family decisions, meeting documentation, and resolution tracking with tamper-proof records.
  • Investment Policy Enforcement. Codify investment guidelines and restrictions into automated rules that enforce family office policies.
  • Successor Training. Gradual access controls that expand as next-generation members complete training and assume responsibilities.
Explore Trust Management

Asset Types

All Your Family Wealth, One Platform

CapSign supports the full range of family office holdings with customizable structures for any ownership arrangement.

Operating Business Interests

  • Family holding company shares
  • Voting vs. non-voting classes
  • Dividend tracking

Investment Portfolios

  • Private equity stakes
  • Real estate holdings
  • Direct investments

Trust Structures

  • GRATs and IDGTs
  • Generation-skipping trusts
  • Charitable remainder trusts

Philanthropic Entities

  • Private foundations
  • Donor-advised funds
  • Grant tracking

Ready to Modernize Your Family Office?

Join family offices using CapSign to bring transparency, efficiency, and precision to multi-generational wealth management.

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Trust Administration