Family Office Operating System

The full picture.
Always.

Entities, accounts, compliance, documents — every jurisdiction, every currency. One system your entire family office can rely on.

Access Your Instance
Access Everywhere
Web
Full dashboard
Mobile
Native app
Email
Reports & alerts
WhatsApp
AI agent access
What It Manages
Legal EntitiesMulti-jurisdiction structures
Bank AccountsMulti-currency balances
ExpensesAI-categorized transactions
Real EstateProperties, leases, valuations
ComplianceDeadlines across jurisdictions
DocumentsEncrypted & organized
ContactsAdvisors, bankers, counsel
AI-Powered

Ask Folio
anything.

A conversational agent that reads your entire family office. Query balances, look up deadlines, log expenses — from the web dashboard or a WhatsApp message. Snap a receipt photo and it's categorized automatically.

Natural language queriesReceipt scanningExpense loggingCompliance alertsWeekly digests
How much did we spend on legal fees this quarter?
Across all entities, $84,200 in legal fees this quarter. The largest was $32,000 to Baker McKenzie via Chen Holdings Ltd (BVI). Want a breakdown by entity?
Yes, and any upcoming compliance deadlines for BVI?
BVI annual filing for Chen Holdings is due Jan 31 — 34 days away. Status: not yet filed. Shall I flag it as in progress?
Ask Folio anything…
Your Infrastructure

Self-hosted.
By design.

Every Folio instance runs on infrastructure you control. Your data never touches a shared server. No multi-tenant risk. No vendor lock-in. Complete sovereignty over your family's information.

Deployed via Docker to your own cloud. Automatic HTTPS. Encrypted database connections. Backups on your schedule.

DockerPostgreSQLTLS 1.3Encrypted at RestYour Cloud
Built for Continuity
01
Succession-ready
If something happens to the primary operator, anyone with access can understand the full picture.
02
Clarity over precision
Management reporting, not accounting. Directionally accurate and useful for decisions.
03
Progressive complexity
Start simple. Add depth as your structures grow. No steep learning curve.
04
Mobile-native
Full functionality from any device, anywhere. Not an afterthought.

Ready to see Folio?

Sign in to your instance, or explore the demo with sample data.

Access Your Instance