Trusts, holding companies, operating businesses, real estate vehicles - spread across attorneys, CPAs, trustees, and three generations of family members. Strata G is the layer where all of them work from the same record.
If you've ever spent a Friday afternoon reconciling a single trust amendment across three advisors, this is for you.
EINs and state portal credentials encrypted at the field level. Encryption key separate from the database. Defensible posture.
Attorneys, CPAs, trustees, and family members work from one set of records instead of emailed copies. Per-advisor roles are on the roadmap.
Trustee resolutions, beneficiary acknowledgments, distribution authorizations, board minutes - templated, pre-filled, and stored on the entity record.
Every edit, upload, and governance action timestamped and attributed. Daily audit-readiness, not a quarterly fire drill.
Trusts, holdcos, operating entities, ownership percentages, and the rationale for each branch. Onboard the next generation in an afternoon.
Annual reports, franchise taxes, registered agent renewals across every entity in the family stack. Office-side calendar, with alerts that route to the right advisor.
Multigenerational structures vary too widely for a list price. Pricing is built to your structure, your advisor count, and your governance cadence.
Strata G runs on managed cloud infrastructure with TLS 1.3 in transit and field-level AES-256-GCM encryption on EINs and state portal credentials. The encryption key is held outside the database, so a database breach yields ciphertext for those fields. Uploaded documents are stored on private servers and are not yet encrypted per file; per-file encryption and an independent penetration test are the next items on our security roadmap. Ask us for the current status before you decide.
Not yet. Today each structure lives in one account that the family office controls, and advisors work from exports and shared documents. Per-advisor roles and access logging are on the roadmap, and we will not claim them until they ship.
Custom-tier engagements include API access and integration support for the systems already in your stack - QuickBooks Enterprise, Sage Intacct, Addepar, and bespoke RIA reporting platforms. We're the entity-management layer that sits next to those, not a replacement.
The visual entity map is built specifically for that conversation. Each branch can carry annotations explaining the structural rationale - why this trust, why this jurisdiction, why this governance arrangement. New family members can be granted scoped read access that introduces the structure without exposing operational data they shouldn't see yet.
Discovery call first - 30 minutes to understand the structure. If there's a fit, a dedicated implementation team migrates entity records, governance documents, and historical filings. Most offices are fully live within 30–60 days, depending on complexity and document state.
30-minute discovery call. We learn your structure first - then we talk about whether we're a fit. No pitch deck.