SOC 2 Audited / ISO 27001

Entity Management Software for Family Offices

Manage complex family holding structures, trusts and investments in one secure platform. MinuteBox gives family offices complete visibility across generations of entities and ownership.

Centralize holding companies, trusts and investment entities
Visualize ownership across complex multi-generational structures
Share documents securely with advisors and family members

Book a Demo

Holding Structure Management

All Your Family Entities in One Place

Manage holding companies, trusts, partnerships and investment entities across your family office. Maintain complete corporate records and track relationships between entities.

Centralized records for all family entities
Track directors, trustees and officers
Maintain minute books and corporate documents

Ownership & Succession

Visualize Multi-Generational Structures

Track ownership across complex family structures with dynamic org charts and ownership diagrams. Plan for succession with clear visibility into shareholdings and beneficial ownership.

Dynamic org charts showing ownership relationships
Track beneficial ownership across generations
Cap table management for family investments

Secure Document Sharing

Collaborate Safely with Advisors

Share sensitive documents securely with lawyers, accountants, wealth managers and family members. Control exactly who sees what with granular permissions and complete audit trails.

Secure data rooms for advisors and family members
Granular permissions by entity or document
Watermarking and view tracking

Compliance & Governance

Stay on Top of Obligations

Track filing deadlines, annual returns and regulatory requirements across all family entities. Never miss a compliance obligation with automated calendars and reminders.

Compliance calendars with automated reminders
Track filings across multiple jurisdictions
Audit trails for every change

Reporting

Reports for Family and Trustees

Generate ownership reports, entity summaries and compliance overviews on demand. Keep family members and trustees informed with clear, accurate reporting.

Ownership reports across all family entities
Entity summaries for family members
Export to Word, Excel and PDF

Enterprise Ready

Privacy and Security for Family Wealth

MinuteBox meets the highest security standards to protect sensitive family information. Deploy with confidence knowing your data is protected by industry-leading controls.

SSO, enforced MFA and role-based permissions
Ethical walls between family branches
Exportable application logging and audit trails

Ready to simplify
corporate governance?

Discover how MinuteBox can help your legal and corporate teams work smarter, faster and more securely.

Book a Demo