A new way to manage your family wealth

Gain access to true family office management: preserving your present, growing your future, and keeping everyone aligned.

Put me on the list

A new way to manage your family wealth

Gain access to true family office management: preserving your present, growing your future, and keeping everyone aligned.

A new way to manage your family wealth

Gain access to true family office management: preserving your present, growing your future, and keeping everyone aligned.

Your Entire Family Office Universe Managed on One Fintech Platform

Consolidated Reporting

Guided and Digitized Facilitation & Governance

Family Office Information Repository

MyFO™ Data Insights 

Democratization of Family Office


Drivers with a car


Individual property owners



Bankers and their 47m private banking clients

Missed Opportunity

Missed Opportunity

Simran Kang

Co-Founder

  • CA (PwC)
  • trusted advisor to SFOs
  • advised 10 billionaire SFOs
  • collaboration with LGA team on digitizing FO IP

Alice Chen

Co-Founder

  • Lawyer
  • 5x founder since 2010
  • Top Forty Under 40
  • Exit to PwC
  • HoldCo
  • multi-family office
  • CitiBank FO Leadership Program

Cam Burke

CHIEF STRATEGY OFFICER 

  • Managing Director, PwC Advisory
  • Head of Partnerships, Hootsuite
  • President, Circius Messaging Inc. (Acquired by Zix)
  • Co-Founder Liesiant (Acquired by Bloomberg) 

Gautam Lohia

CHIEF TECHNOLOGY OFFICER 

  • Founder, Apply Digital
  • General Partner, Apply Ventures
  • Board Member, dibs studio
  • Board Member, Good Scout
  • Managing Director NA West & CTO, Blast Radius 

William Dalton

CHIEF CYBER SECURITY OFFICER

  • Chief Information Security Officer & Director of the CIO Office, Husky Energy
  • Vice President, Head of Delivery and Performance, HSBC
  • Vice President, Head of Quality Americas, HSBC 

Anton Schmitz

CHIEF FINANCIAL OFFICER

  • CFO, Later
  • Pinnacle Fund Services, Vice Operations
  • Senior Manager, Financial Services Bermuda, PwC 

Simran Kang

Co-Founder

  • CA (PwC)
  • trusted advisor to SFOs
  • advised 10 billionaire SFOs
  • collaboration with LGA team on digitizing FO IP

Alice Chen

Co-Founder

  • Lawyer
  • 5x founder since 2010
  • Top Forty Under 40
  • Exit to PwC
  • HoldCo
  • multi-family office
  • CitiBank FO Leadership Program

Cam Burke

CHIEF STRATEGY OFFICER 

  • Managing Director, PwC Advisory
  • Head of Partnerships, Hootsuite
  • President, Circius Messaging Inc. (Acquired by Zix)
  • Co-Founder Liesiant (Acquired by Bloomberg) 

Gautam Lohia

CHIEF TECHNOLOGY OFFICER 

  • Founder, Apply Digital
  • General Partner, Apply Ventures
  • Board Member, dibs studio
  • Board Member, Good Scout
  • Managing Director NA West & CTO, Blast Radius 

William Dalton

CHIEF CYBER SECURITY OFFICER

  • Chief Information Security Officer & Director of the CIO Office, Husky Energy
  • Vice President, Head of Delivery and Performance, HSBC
  • Vice President, Head of Quality Americas, HSBC 

Anton Schmitz

CHIEF FINANCIAL OFFICER

  • CFO, Later
  • Pinnacle Fund Services, Vice Operations
  • Senior Manager, Financial Services Bermuda, PwC 

Advisors

Bill Dalton 

USA & UK

  • Retired, Chief Executive, HSBC Bank
  • Director, MasterCard Int. Tnc.
  • Director, Swiss Re GB plc. 

Sharon Duguid 

Canada & Europe

  • FEA, ICD.D
  • Renowned Family Faciliator to SFOs
  • Former Director at PWC 

Rebecca Homkes

USA & UK

  • Professor, London Business School
  • Partner, GrowthX Corporate

Jeff Tijssen

USA & UK

  • MBA, MSc
  • Goobal Head of Consulting, 11:FS
  • Chair, TLA FinTech  

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