Family offices manage complex relationships across individuals, trusts, foundations, entities, advisors and service providers — across multiple jurisdictions. EWS brings everything together in one secure, intelligent workspace.
Most software treats a client as a name and a folder. Family offices operate across family members, trustees, beneficiaries, connected entities, legal structures, advisors and service providers — often across multiple jurisdictions simultaneously. EWS is designed for this environment — not adapted from it.
A family may span dozens of trusts, foundations, corporate entities and personal holdings. EWS organises documents, data and relationships around the entire structure — not just the named client.
Files are organised by jurisdiction, with security and access applied by metadata definition — Swiss, UK, Cayman, Luxembourg — each with its own rules and document types.
Every user sees only what they are permitted to see, governed by the access controls already in your systems. EWS inherits those permissions — it does not replace them.
One view across every individual, trust, entity and connected party in a family structure. See relationships, documents, compliance status and outstanding actions at the family, entity or individual level — without switching systems.
"Prepare a briefing for tomorrow's meeting with the Smith family — all entities, recent activity and open matters."
"Which clients haven't been contacted in the last 90 days?"
"Summarise the trust deed for the Smith Family Trust and flag any distribution restrictions."
"Which entities are missing required KYC documents?"
"Show clients with more than CHF 10M in undeployed cash."
"Are all entities properly consolidated across jurisdictions?"
Organise fiduciary, accounting, banking, investment, legal and tax files across entities and jurisdictions — with security applied by metadata definition.
Explore →Search across families including connected parties, trusts, beneficiaries and advisors — by client, entity, keyword or metadata.
Explore →Regulatory dashboards, AUM and risk metrics, payment and MOG dashboards — updated in real time across all entities.
Explore →Ask questions across trust deeds, board packs, financial statements and compliance files. Every answer is cited and nothing leaves your network.
Explore →Investigate a family's complete business context — entities, matters, documents and correspondence — in a single prompt.
Explore →Extract data from KYC packs, invoices, drawdown notices and investor capital accounts automatically.
Explore →Book a 45-minute discovery session. We'll map your entity structure, show you how EWS organises your document landscape and demonstrate the compliance and reporting views most relevant to your operations.