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About
The family manages one or more operating businesses, typically has commercial real estate in its portfolio to support its business operations, holds passive investments in other related businesses, maintains inter-entity loans and/or guaranties, and collects personal assets of value (e.g., art, automobiles). The family wealth creator has passed on, and the family's legacy holdings are now managed by the second generation. The wealth creator's children have leveraged the family's assets to create businesses of their own and make investments of interest to them. A robust estate plan exists to benefit the third generation and beyond. Management of the family foundation demands more focus than during generation one. Family wealth was generated through a significant liquidity event and is held in a myriad of trusts for children and grandchildren. The family invests its cash in a diverse portfolio that favors direct and alternative investments.
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About
Discover OneFam’s series of family journals. A fun and interactive way to capture and preserve your family story. Beautifully designed illustrations to make this a beautiful lasting present. Guided prompts and questions help you tell your story. Get started with your online family tree in minutes. Simply sign up, add your parents, siblings, children, grandparents and other family members. Preserve Images, Videos, Audio, Stories & Events. Invite & Connect with Family Members. Create and Share Family History. Available on Web, Mobile and Ipad. Discover your family story through OneFam’s Ancestry DNA testing. Identify the places your family members have originated from and much more. Learn about your ethnic origins. Trace your family’s origins accross continents. Discover your family’s migration routes. 800,000 genetic markers tested. With a team of over 30 professional genealogists,OneFam enables you to dive deep into your family history on a voyage of discovery across generations.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Professionals in need of a solution for stewardship of complex family wealth
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Audience
Anyone in search for a tool to capture and preserve their family story
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$2000.00/year
Free Version
Free Trial
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Pricing
$69 per year
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationComplex Interests
Founded: 2012
United States
complexinterests.com
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Company InformationOneFam
Ireland
www.onefam.com
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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