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
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.
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.
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.
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.
Analyze tax implications, estate distributions, and planning opportunities by testing scenarios against a client’s current plan. Learn More About Scenario Builder
With AI-built precision, Ester® extracts core details like trust terms, appointments, and asset info, and organizes it into a digestible, structured summary in seconds.
Visualize highly complex estates into family trees that you can easily walk through with clients to understand legacy planning.
Build high-quality reports in minutes to quickly pull information like estate planning documents, distribution flow charts, and summaries of decision-makers.
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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