Virtual family office
A 360° view of your wealth, beautifully managed
Unify and connect every component of your wealth. Assets, liabilities, tax obligations, family businesses, trusts, succession and wills.
Access is by invitation. Get in touch and we’ll set up your virtual family office.
Wealth overviewConsolidated wealth
$128,450,000
↗ 8.4% this year · MXN
Built for high-net-worth families
Everything a family office does for a wealth-holding family, in one system — run by your team or by ours.
- A holistic, 360° view of total wealth
- 24/7 monitoring and alerts on wealth obligations
- Document management
- Portfolio and investment analysis
- Family communication
- Bank-grade security for your information
- Succession, wills and trusts
- Personalised onboarding and client service
Direct connections to more than 10,000 custodians and financial institutions across the United States, Canada and the European Union.
Connected to more than 30 Mexican banks.
Explore our platform
A consolidated view of everything, with no manual data entry.
Consolidated net worth
Real estate, bank accounts, listed and alternative investments, vehicles, art and collections, companies and trusts. Debt netted out and everything converted into a single currency.
Your tax receipts, always current
Connect your CIEC or e.firma credentials and your CFDIs download themselves from the Mexican tax authority, already classified. Your tax regime, obligations and filings follow from them.
Your accounts, with nothing to type in
Balances and transactions arrive from your bank — Syncfy in Mexico, Plaid in the United States. Where there is no connection, you upload the statement and AI reads it.
Never miss an obligation
Insurance, property tax, mortgages, leases, fees and collections. With advance reminders that arrive grouped into one email, not one per item.
Clear reports every month
Wealth, administrative and governance reports. You pick the sections that matter and Famhold generates the PDF with your companies’ figures, ready for the board.
Wealth map
Who owns what, through which entity and in which country. With properties placed on a map and breakdowns by owner, asset type and jurisdiction.
Bank-grade security
A cybersecurity infrastructure built on zero-knowledge architecture: not even our team can reach your wealth data. Total control, restricted devices and strict governance to safeguard your confidential information.
- End-to-end zero-knowledge encryption
- All wealth data is stored encrypted: neither we nor any third party can see or interpret the value of your assets or balances.
- Access only from an authorised device
- Manually approved by your Account Manager before a session can begin.
- Dynamic-token MFA
- A cryptographic key generator installed directly on your phone.
- Governance and preventive lockout, 24/7
- Accounts created — and suspended instantly — by your manager at the first sign of anomalous activity.
- Document vault with encrypted signing
- Sealed files to which you alone hold the digital key.
A family’s wealth never lives in one place
It lives in deeds, bank statements, corporate minutes, tax filings — and in the memory of whoever keeps the numbers. Consolidating it takes weeks, and by the time the report is ready the figures have already moved.
Famhold keeps it current on its own.
Know what you own, without having to ask
A net worth figure you can trust, and the context to understand where it comes from.
- Your net worth in the currency you choose, with the exchange-rate date in plain sight.
- What is owed, to whom and when — with notice before the due date.
- PDF reports ready for the family council.
- A succession protocol that activates only when it is needed.
The operating system for the team that runs it
Leave the spreadsheets behind. Compliance, entities, permissions and reporting in a single place.
- A compliance table: payables, receivables and tax in one view.
- Per-record and per-section permissions: share a property with the notary without revealing its valuation.
- Digital CFO: financial statements and more than 25 ratios per company.
- Governance: boards, committees, assemblies, minutes and votes.
Three steps, and then it maintains itself
We connect your sources
Tax authority, banks and brokerages. Whatever cannot be connected gets uploaded: AI reads the PDF or CSV and leaves it in a review queue for you to confirm.
Your estate is consolidated
Assets, liabilities, companies, trusts and owners — broken down by owner, asset type and country, in the currency you choose.
You decide who sees what
Permissions record by record and section by section, for the family, the family-office team and your external advisors.
Frequently asked questions
What is a virtual family office?
It is the function of a family office — consolidating, administering and reporting on a family’s wealth — without having to build the office. Famhold is the system where that information lives and where whoever administers it works, whether that is your own team or ours.
Can I create an account myself?
No. Access to Famhold is by invitation: we set up your virtual family office with you and provision each member with their own permissions. Write to us at contacto@famhold.io and we’ll take it from there.
Does it work outside Mexico?
Yes. Famhold handles 42 currencies, companies incorporated abroad and United States tax obligations. Downloading CFDIs from the Mexican tax authority and connecting banks via CIEC are Mexico-specific; for US banks we use Plaid, and where no connection is available statements are uploaded instead.
Do I have to enter everything by hand?
No. Tax receipts download themselves, balances and transactions arrive from your bank, and documents you upload are read by AI into a review queue. You confirm before any figure enters the estate.
Who can see the information?
Only the people you authorise, record by record and section by section. You can share a property with your notary without showing its valuation, or give an accountant access to one company and nothing else.
What happens if a family member dies?
Each member configures, while living, who inherits access to which information. When the event occurs, the succession protocol activates those grants and notifies each successor — so the family’s financial picture stays available with no paperwork to chase.
Let’s start with what’s there
Tell us how your family’s wealth is organised and we’ll show you what it would look like inside Famhold.
ContactOr email us directly at contacto@famhold.io