Single & Multi Family Office Management

Automate entity administration, investments, cash flows, and reporting—with multi-business consolidation and clear family governance.

Explore Our Planes

Core Features

In line with our modules: Client Management, Structuring, Operations, Investments, Accounting, Reporting, Ecosystem.

Client & beneficiary management

Register individuals and entities (family members, beneficiaries, companies, trusts).
Roles per business, ownership %, and control.
Streamlined onboarding with document management.
Anti-Money Laundering: API checks and periodic monitoring.

Wealth structuring

Model the estate map: trusts, companies, funds, portfolios, and real assets.
Define entity relationships, governance rules, and distribution policies.
Configurable templates for fiduciary and investment business types.

Operational management

Income/expense recording by business with full audit trail.
Simple tasks & alerts for expirations, renewals, signatures, and milestones.
Cash-flow by entity and consolidated.

Investment management

Positions across fixed income/equities, funds, PE/VC, ETFs, and alternatives (real estate, art).
Portfolio valuation and look-through across entity layers.
Performance and benchmark comparisons.

Accounting

Entity-level books and multi-entity consolidation.
Multiple charts of accounts; auto-journal generation from transactions.
Financial statements per entity and consolidated.

Reporting

Dynamic dashboards and reports by clients, businesses, and assets.
Net worth, performance, cash flow, contributions/distributions, and custom views.
Support for country-specific regulatory reports.

Ecosystem & integrations

Banks & brokers, accounting, CRMs, AML screening, e-invoicing.
Web Client Portal and mobile apps for secure access.
APIs to fit your existing stack.

More clarity. Less chaos

With Budawho, you centralize data, automate critical processes, and receive clear, timely reports.

Budawho

Key Benefits

True 360° visibility

With entity and asset look-through

Lower operational friction

Automation and traceability

On-time reporting

Ready for audits

MFO scalability

Per-family segmentation and dedicated charts

Continuous compliance

Integrated KYC/AML with evidence trails