A family office, in one system
Estorios is the operating system for a family office: one record of who owns what, and every figure a function of it.
The story, in four short screens
ESTORIOS
We built it to run our own office.
Three words
Everything the family owns, owes and is owed, on one structure.
The office reviews instead of transcribing.
Every figure says where it came from.
Why it is different
Others read documents. Others aggregate accounts. Estorios compiles them onto one map of who owns what.
Go deeper
A family office, in one system
Estorios is the operating system for a family office: one record of who owns what, and every figure a function of it.
Custodians, lenders, advisors, counsel, accountants and property managers each hold part of what a family owns. Nothing holds all of it. Estorios does. We built it to run our own office.
The operating system for a family office.
Entities, accounts, property, private investments, public markets, documents, and the people who advise on all of it. Compiled into one record, and worked from one place. We built it to run our own office.
CompilationEfficiencyAccuracy
Everything the family owns, owes and is owed, compiled onto one structure: who owns what, through which entity, as of any date.
The office reviews instead of transcribing. The paper is read, the figures are drawn, and a person approves.
Every figure says where it came from. The money arithmetic is computed, not generated. A correction, once made, holds.
Why it is different
Others read documents. Others aggregate accounts. Estorios compiles them onto one map of who owns what, and every figure the office reports is a function of that map.
A question about what the family holds, owes or is owed is answered from the record, not from pulling the pieces together again. The answer carries the page it came from.
Every account reconciled, every expected receipt matched or owned by someone, every movement explained. Not a blanket sign-off on a total.
The figures for the family come from the one record, the same ones the dashboard shows, so nothing is re-keyed and nothing disagrees.
How it comes together
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