The Estate Planning Platform for Enterprises

Built for the Complexity of UHNW Planning

Wealth.com’s Family Office Suite™ empowers your team to model, manage, and optimize even the most complex estate plans with technology built to match your expertise.

Trusted Estate Planning Solution for the Industry’s Leading Firms

For Enterprise Teams Managing Ultra-High-Net-Worth Complexity

Visualize the Complex

Bring even the most intricate estate plans to life. From sub-trust distribution schemes to GST allocations and exemption tracking, your team can harness every detail.

Preserve Wealth Across Generations

Empower advisors to model intergenerational transfers, asset trajectories, and tax exposure with precision. Scenario planning tools reveal planning gaps and highlight growth opportunities across your book of business.

Operationalize Estate Planning with AI

Ester® extracts, summarizes, and visualizes complete estate plans instantly. Share those plans seamlessly across internal teams, wealth strategists, and external partners with clarity and control.

Deliver Custom-Tailored, Executive-Ready Reports

Your advisors can create beautifully branded reports in seconds, personalized with the insights that matter most to each client. These polished outputs elevate your advisory experience and drive growth.

Built for Precision. Trusted for Scale.

Wealth.com’s Family Office Suite™ is exclusively designed for advisors and in-house specialists working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) families.

Model What-If Scenarios

Analyze tax implications, estate distributions, and planning opportunities by testing scenarios against a client’s current plan. Learn More About Scenario Builder

Ester®

Let Ester® Do the Hard Work

Ester® is our proprietary AI technology built to scan, extract, and understand estate planning documents with precision. Ester empowers financial professionals to effortlessly extract the information needed to save time, surface insights, and serve clients with greater clarity.Advisors using Wealth.com save up to 40 hours on complex ultra-high-net-worth plans, generate $1,000+ in revenue per estate plan, and see 2.2X AUM growth within 18 months. Estate planning doesn’t just protect legacies — it transforms your business.

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