Private household records
Family Assets
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Relationship Records Across Generations
Family structure matters operationally. Family Assets keeps relationship records inside the same governed system as people, documents, and supporting household records.
Relationship records
Represent partner, spouse, parent, and child relationships directly in the system so family structure stays visible during planning and transitions.
Track partner and spouse relationships.
Track parent and child relationships.
Keep relationship context near the people and records it affects.
Where the current arrangement creates friction 01
Family structure is usually understood socially but not reflected clearly in operating tools.
Where the current arrangement creates friction 02
Planning conversations slow down when family relationships have to be reconstructed each time.
Where the current arrangement creates friction 03
Succession, care, and governance work becomes harder when relationship context lives only in memory.
What this feature changes
Relationship records
Represent partner, spouse, parent, and child relationships directly in the system so family structure stays visible during planning and transitions.
The household gets an explicit view of how people are connected.
Planning and stewardship discussions start from clearer context.
Changes in family structure can be reflected in the same system as the supporting records.
Related features
People records
Keep a structured directory of the people in the household so ownership, responsibilities, and related records stay attached to real individuals.
Family workspace
Create one family-scoped operating context for people, assets, documents, and household history instead of spreading them across separate tools.
Document vault
Keep receipts, contracts, proofs, and supporting files connected to the people, assets, and transactions they explain.
Related use cases
Inheritance planning and tax strategy
Prepare estate-sensitive records with clearer valuations, liabilities, documentation, and ownership history.
Retirement and succession transitions
Support retirement, downsizing, succession, and family handoffs with a clearer record of assets and responsibilities.
Family offices
Give family office teams a more defensible operating record for principals, assets, delegation, and traceability.