A new generation Family Office tool with unmatched capabilities
Gone are the days of frantically switching between multiple apps to accomplish a single task. Instead, you can drastically reduce the time spent doing administrative tasks by using CloudWealth. Plan, schedule and attend virtual meetings, send messages, manage your diary, generate reports, store files and do calculations all on one safe and secure virtual platform designed for ease of use.
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how we do it

Relationship Focused

Relationships are at the core of what we do. We believe that Family Offices are about relationships and trust. By being able to privately and securely send and receive electronic documents , end-to-end encrypted messaging and the ability to do accurate calculations in a timely manner helps increase trust, reduces the risk of data theft and makes this tool suited for family office service providers or private individuals with financial acumen.
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A strategically focussed mindset

According to a recent study conducted by a global Private Bank, “...Generational Family Wealth is most often created by planning strategically, on a consistent basis”. Create an effective, sustainable strategy by having the right information at your disposal. From Personal and Corporate Financial Planning, to Estate Planning, Trust Planning and everything in between, The CloudWealth array of calculators will arm you with more information than ever before.
PLEASE READ THIS DISCLAIMER CAREFULLY BEFORE USING THIS WEBSITE OR ANY TOOLS, CALCULATORS, OR INFORMATION CONTAINED HEREIN. BY ACCESSING OR USING THIS WEBSITE, YOU ACKNOWLEDGE THAT YOU HAVE READ, UNDERSTOOD, AND AGREE TO BE BOUND BY THIS DISCLAIMER. The calculators and other tools provided on this website are for informational and illustrative purposes only. They are not intended to, and do not, constitute financial, legal, or tax advice. The results generated by the calculators are estimates only and may not be accurate or appropriate for your specific situation. You should not rely solely on the calculations or results provided by these calculators and should consult with a financial, legal, or tax professional before making any financial decisions. No information on this website should be construed as financial advice. The owner and operator of this website do not endorse or guarantee any financial products or services and shall not be held liable for any actions taken based on the information provided on this website. The owner and operator of this website do not guarantee the accuracy, completeness, or timeliness of the calculators or the results generated by them, and shall not be held liable for any errors or omissions or for any actions taken based on the information provided by the calculators. Use of this website and the tools, calculators, and information contained herein is at your own risk. The owner and operator of this website shall not be responsible or liable for any damages or losses of any kind arising from or in connection with the use of this website or the reliance on any information provided on this website. This disclaimer is subject to change at any time without notice. It is your responsibility to review this disclaimer periodically for any updates or changes. Your continued use of this website constitutes your acceptance of any updates or changes to this disclaimer."

The Virtual Family Office has arrived

Quickly disseminate superior deliverables whereas web-enabled applications. Quickly drive clicks-and-mortar catalysts for change before vertical architectures.
Join The Waitlist
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how we do it

Relationship Focussed

Relationships are at the core of what we do. We believe that Family Offices are about relationships and trust. By being able to privately and securely send and receive electronic documents , end-to-end encrypted messaging and the ability to do accurate calculations in a timely manner helps increase trust, reduces the risk of data theft and makes this tool suited for family office service providers or private individuals with financial acumen.
how we do it

Relationship Focussed

Relationships are at the core of what we do. We believe that Family Offices are about relationships and trust. By being able to privately and securely send and receive electronic documents , end-to-end encrypted messaging and the ability to do accurate calculations in a timely manner helps increase trust, reduces the risk of data theft and makes this tool suited for family office service providers or private individuals with financial acumen.
According to a recent study conducted by Credit Suisse, “...Generational Family Wealth is most often created by planning strategically, on a consistent basis”. Create an effective, sustainable strategy by having the right information at your disposal. From Personal and Corporate Financial Planning, to Estate Planning, Trust Planning and everything in between, The CloudWealth array of calculators will arm you with more information than ever before.
future-proof

A Strategically Focussed Mindset

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