Your own family office.More than investing.

Wealthy families have two things you don’t: a team running everything they own, and someone to explain it all. Finna gives you both.

Explore your family office See how it works

Built by people who ran family offices and private markets at UBS and LGTFree for your household

Nobody has the whole picture.

Your investments, pensions, property, insurance, debt and family plans sit in different places. Each provider understands its part. Nobody is responsible for the whole.

A family office works another way. Specialists may handle separate matters, but everything is understood as one financial life.

What you’ve invested

  • Brokerage
  • Pension
  • Private funds
  • Cash

What you own and owe

  • Property
  • Business
  • Mortgage
  • Insurance
  • Liabilities

What happens next

  • Wills
  • Children
  • Succession
  • Family agreements

Not a fund. A team.

You’ve been sold the investing desk.
You’ve never been offered the office.

A family office is the small staff a wealthy family employs to run everything their money touches.

Investing is only one desk in that office.

Five desks, one office.

Home in the Finna app for a sample household: net worth, what needs attention today and what the household owns
Home, in the app. Net worth, what needs you today and everything you own, on one screen. Shown with a sample household.

Gather itRecords

Every account, property, policy, document and adviser in one complete view of your family’s financial life, organized around the household rather than the provider.

Allocation against policy

The household policy sets a range for each holding. Finna shows where you actually sit against it.

Primary residencePolicy 25–35%
37.3%
Above range
Operating businessPolicy 20–30%
28.8%
Within range
Global equitiesPolicy 20–35%
21.2%
Within range
Bonds & pensionPolicy 10–20%
12.7%
Within range
0%10%20%30%40%
One range, one decision. Nothing rebalances on its own. When a holding leaves its range, you are told the same day, and what happens next is yours to decide.

Govern itPolicy

Your household’s rules, written down once and monitored: a range for each holding, the cash that must stay reachable and the point where drift becomes a decision. Finna supplies the template. Every number is yours.

Grow itInvestment

Everything you hold, wherever it is held, in one view: public and private markets, measured against your own policy, with every fee counted.

What you hold elsewhere

Brokerage accountGlobal equities · 0.20% a year
$1,214,000
Workplace pensionBonds & pension · 0.45% a year
$512,000
Treasury bondsHeld directly · no fee
$217,000
Fees a yearEvery fee on file, added up
$4,732
Every fee, counted. Measured against your own policy. A fee you haven’t entered is never guessed.

Protection review

Life cover, both principalsIn force
Covered
Property & contentsBoth homes
Covered
Disability, second principalNo policy on file
Missing
Umbrella liabilityLimit below household exposure
Needs attention
One gap, one action. Gaps are named while they are still gaps, and what to do about each one stays your decision.

Protect itProtection

See what is covered, what is missing and what needs attention, before it becomes a problem.

Pass it onSuccession

Prepare the people, decisions and structures that come next, so wealth never reaches the next generation without the understanding to carry it.

The succession record

Wills and directivesHeld
Successor trusteesNamed
The next generationTwo children
Family agreementsOne on file
None of this appears on a statement.
See all five inside your own office

Your family office doesn’t keep office hours.

Open at eleven on a
Sunday night.

Meet Freya, your chief of staff. She reads everything, does the arithmetic and puts the work on your desk before you ask for it.

When a question needs a specialist in investment, protection, law or tax, she brings one in and keeps the record of what was decided.

Invest like a
family office.

Large family wealth doesn’t compound differently because someone is picking better shares. It compounds differently because of what it is allowed to own: private markets, real assets, positions held for decades rather than quarters.

Most families are never shown how that works. Finna starts by explaining it.

Two portfolios over thirty years, illustrative: a typical stocks-and-bonds portfolio grows to 4.32 times the investment, a family-office portfolio with private equity, real estate and infrastructure to 7.61 times

Learn your way in.

Short lessons, plain language, built around your own numbers. Finish one and it opens the part of the platform it belongs to.

What opens depends on what you have learned, not on what you own.

Start where you are.

Your own household is free. You pay only when your office reaches further.

Prices in USD, per household. Cancel any time. Everything you entered always exports. Connections are read-only.
Family Office

Your family office, free.

ForYour own household
PeopleTwo adults
AdvisersKept on record
ReportingYour live statement
StructuresNot included
$0/ month
Free for your own household
Start for free
Family Office Plus

For the whole family.

ForThe whole family
PeopleEvery generation
AdvisersInvite two
ReportingQuarterly family report
StructuresNot included
$15/ month
Billed monthly. Cancel any time.
Choose Plus
Family Office Pro Coming soon

For more complex wealth.

ForComplex wealth
PeopleEvery generation
AdvisersUnlimited, and the network
ReportingTrustee and bank packs
StructuresTrusts and companies
$249/ month
When Pro opens
Join the Pro waitlist

Pro opens in the next few months. Until then, start with Family Office or Plus: everything you set up carries straight into Pro.

Compare every plan

Open your family office.

Everything you own in one place, a chief of staff who has already done the reading, and a door that opens on what you understand.

Explore your family office