Business introduction
Our vision is to simplify the complex life of families
Our technology is specifically designed for family offices, leveraging Wayne Osborneʼs 25 years in helping families manage complex lives
Our mission is to enable high net worth individuals (HNW) and families to better manage their complex life by providing a secure, private, and efficient operating environment that connects them with their ecosystem service providers and each other. Our systems help facilitate seamless decision making, create institutional memory and ensure the continuity of information across real world domains.
Weʼll get you started with dedicated resources to assist with onboarding, and wisdom for how to build alignment among the family, the family office and the professionals involved in daily operations.
Way2B1 Solutions
Fixit
Fixit helps teams manage repairs and projects. By utilizing mobile cameras to track day-to-day problems, the app visualizes the reporting, assigning, and verifying of maintenance issues. With Fixit, team members can carry out necessary procedures and communicate their progress to others, all while maintaining the high standards their properties demand. Schedule......
business needs
- Client Engagement & Management
- Digital Platforms & Tools
- Portfolio & Wealth Management Systems
- Tools for the Client (B2C)
Greenlight
Greenlight gives families and individuals control of their expenditures, investments, philanthropic goals and more. By consolidating communication, documentation, and due diligence Greenlight brings clarity and efficiency to the decision-making pipeline. Families and their teams can securely access critical information to make better decisions together. Highly customizable approval processes that adapt to......
business needs
- Client Engagement & Management
- Digital Platforms & Tools
- Portfolio & Wealth Management Systems
- Tools for the Client (B2C)
Source
Collaborate with everyone in your life across the globe. With granular permissions connect trusted sources, teams, and family to ensure everyone has appropriate access to the information they need. Source provides a secure, single point of access to important information across family operations. The familyʼs trusted professionals can collaborate and communicate......
business needs
- Client Engagement & Management
- Digital Platforms & Tools
- Portfolio & Wealth Management Systems
- Tools for the Client (B2C)
