Seraf for Family Offices
Direct investments, funds, co-investments, and now credit — consolidated across every trust, LLC, and family member, in one system built for how family capital is actually structured.
Total visibility, one dashboard, every entity.
Trusts, LLCs, and individual accounts each stay separately tracked for tax and legal purposes — but roll up into one consolidated view for the family.
- Consolidated account tracking across trusts, LLCs, and individuals
- Direct investments, funds, and co-investments in one place
- Reports scoped to a single entity or the whole family
Built for structures spreadsheets were never meant to hold.
No more siloed data
Direct deals, fund commitments, and co-investments stop living in separate files that never quite agree with each other.
Reporting for every stakeholder
Generate a report for a family member, the accountant, or a board advisor — scoped to exactly what they should see.
Credit and equity, together
As the family deploys into private credit alongside equity, both live in the same system with one reporting standard.
A quarter-end for a Family Office Controller
Questions we get asked
Can we track multiple trusts, LLCs, and individuals separately?
Yes — each entity is tracked independently for tax and legal purposes, and rolls up into a consolidated family view.
Do you handle illiquid direct investments, not just fund commitments?
Yes — direct investments, co-investments, and fund commitments are all tracked side by side.
Can different family members see different things?
Yes — access and reports are scoped per person, entity, or stakeholder, down to what a specific advisor should see.
Are you adding private credit for family offices deploying into loans?
Yes — Private Credit is launching Fall 2026, in the same system as your equity and direct deals.
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