Built for family office advisors and wealth management teams

The CRM that respects the generational relationship, the discretion, and the detail.

A family office serves ultra-high-net-worth families across generations with investment advisory, estate planning coordination, tax strategy, and lifestyle services. Strkr ships a CRM shaped around multi-generational relationships, discretion-first access control, and the kind of advisor workflow that lands at the quarterly review.

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What this audience is actually dealing with

The pains that bring buyers here.

A family office advisor serves 6 to 14 ultra-high-net-worth families with deep multi-generational relationships. The service model is the opposite of transactional. The pain points below are what Strkr hears on every family office intake call.

Family structure is complex

Three generations, four trusts, 11 entities.

A family office client is not one person. It is a family across three or four generations with trusts, LLCs, holding companies, foundations, and specific family members. A generic CRM models an account with a contact. Family office needs family (the top-level grouping) with members, trusts, entities, and the relationships. Strkr family office schema models each as a first-class object with the generational tie preserved.

Discretion requirements are absolute

The role-based access that cannot leak.

A family office handles sensitive wealth, estate, and lifestyle information. A single leak breaks client trust and can trigger regulatory review. Strkr role-based access scopes down to the family, the member, the entity, and the document type with explicit audit log on every access.

Investment review cadence breaks

The quarterly review that happens annually.

An investment advisory relationship typically includes quarterly reviews on portfolio performance, strategy adjustments, and family circumstances. Most family offices slip the cadence because the preparation runs 11 to 18 hours per family. Strkr AI drafts the quarterly review narrative from the portfolio performance data, strategy notes, and family circumstance updates. Preparation time drops to under 2 hours per family.

Document vault lives separately

The DocuShare that nobody indexes.

A family office runs a document vault (DocuShare, SharePoint, Box, Dropbox Business) with trust documents, tax filings, estate planning documents, investment prospectuses, and family correspondence. The CRM usually does not index the vault. Strkr pulls document metadata through the standard webhook spec with document references on the family record.

Multi-advisor coordination is tribal

The knowledge that the senior advisor holds.

A family office serves each family with multiple advisors (lead advisor, investment advisor, tax advisor, estate advisor). The history of the family lives in the senior advisor head. When the senior advisor retires or moves on the knowledge transfer gaps. Strkr family timeline captures the advisor interactions, decisions, and family circumstances across years.

Lifestyle service coordination fails

The yacht charter, the private jet, the art acquisition.

A full-service family office handles lifestyle services (travel coordination, property management, art acquisition, philanthropic coordination). The service work scatters across emails and tribal knowledge. Strkr custom-object graph lets the family office model specific service types with structured workflows and advisor assignment.

The family office schema

Objects shaped like family office work.

The default CRM schema does not map to family office work. Strkr ships a tunable family office schema with Family, Member, Trust, Entity, Advisory Assignment, and Service Request as first-class objects.

Family object

Generational structure, lead advisor, service scope.

A family in Strkr carries the generational structure (G1, G2, G3, G4 with specific members), the lead advisor assignment, the service scope (investment advisory, tax strategy, estate planning, lifestyle services), the fee structure, and the client relationship tenure. The schema drives the family-level access control and the quarterly review cadence.

Member object

Role, access, specific relationships.

A member ties to the family with role (patriarch, matriarch, next-gen principal, spouse, beneficiary), access level (full, read-entities, no-access), specific relationships to other members, and the services the member engages with. The schema drives the member-level access control and the advisor touch.

Trust object

Trustee, beneficiaries, jurisdiction, provisions.

A trust ties to the family with trustee assignment, named beneficiaries, trust jurisdiction (Delaware, South Dakota, Nevada, offshore), key provisions, and the trust tax ID. The schema drives the trust-specific advisor coordination and the trustee review cadence.

Entity object

LLC, holding company, foundation.

An entity ties to the family with entity type (LLC, S-Corp, C-Corp, partnership, foundation, PFIC), jurisdiction, officers, and the purpose (operating business, investment vehicle, philanthropic foundation, art holding). The schema drives the entity-specific tax filing cadence and the investment advisory tracking.

Advisory assignment

Lead, investment, tax, estate advisor roles.

An advisory assignment ties a advisor to a family with role (lead, investment, tax, estate, lifestyle), scope boundaries, and relationship tenure. The schema drives the multi-advisor coordination and the family-advisor relationship history.

Service request

Lifestyle, operational, specific family need.

A service request ties to the family with specific service type (travel coordination, property management, art acquisition, philanthropic coordination, educational services), assigned advisor, status, and the family member who requested. The schema drives the lifestyle service workflow and the advisor workload view.

Strkr AI jobs for a family office

The AI drafts that respect the discretion.

A family office cannot ship AI-drafted communication that leaks discretionary detail or sounds generic. Strkr AI drafts in a professional advisor voice with retrieval scope strictly scoped to the family and the context. The advisor reviews before send.

Quarterly review narrative

The investment performance in the client voice.

Strkr AI drafts the quarterly review narrative from the portfolio performance data, the trailing-quarter market context, the strategy adjustments, and the family circumstance updates. The draft lands in the client voice the advisor team has approved across prior reviews. The lead advisor reviews and tunes two or three sentences before the family meeting.

Family circumstance recap

The post-meeting summary for the family file.

After a family meeting Strkr AI drafts the circumstance recap capturing the topics discussed, decisions made, open items, and next scheduled touch. The lead advisor reviews and the recap lands in the family file. The next advisor pulling the file sees the context on the previous meeting.

Trust distribution recommendation

The analysis memo for the trustee.

For trust distributions Strkr AI drafts the recommendation memo covering the trust provisions, the beneficiary circumstances, the tax implications, the investment implications, and the recommended distribution approach. The trustee reviews and the memo supports the trustee decision.

Tax strategy summary

The year-end planning memo.

At year-end Strkr AI drafts the tax strategy summary covering the family entities, the trailing-year income distribution, the capital gain and loss position, the charitable giving plan, and the recommended year-end tax moves. The tax advisor reviews and the memo informs the family planning conversation.

Lifestyle service coordination

The service plan.

For lifestyle services (travel coordination, property management, art acquisition) Strkr AI drafts the service plan covering the requirements, the coordination steps, the external vendor engagement, and the budget. The service advisor reviews and executes.

Multi-generational transition memo

The next-gen onboarding plan.

When a next-generation principal joins the family office engagement Strkr AI drafts the transition memo covering the entity structure to learn, the trust provisions relevant, the advisor team introduction, and the initial engagement plan. The memo supports the next-gen onboarding across several months.

How Strkr handles the discretion-first access

The role scoping that keeps the data where it belongs.

Discretion is non-negotiable in family office work. Strkr role-based access scopes down to the family, the member, the entity, and the document type with explicit audit log on every access.

Family-level access

Only the assigned advisor sees the family.

Family-level access scopes the family record to the assigned advisor team. Advisors outside the assignment cannot see the family record or any associated detail without explicit cross-family access grant. The scope prevents inadvertent cross-family data visibility across the full office.

Member-level access

Specific family members with specific access.

Within a family some members have broader access (patriarch sees all entities, lead advisor sees all) while others have narrower (beneficiary sees only their trust distributions). The member-level access scope lets the family office advisor expose the right information to the right member without overexposure.

Entity-level access

The trust or LLC visibility.

Specific entities (trusts, LLCs, foundations) have specific access rules. A trust for the next-gen might be visible to the trustee and the beneficiary but not to the broader family. Entity-level access scope lets the family office advisor enforce the trust document access provisions.

Document type access

Tax filings, estate documents, art appraisals.

Document type access scopes specific document types to specific advisor roles. The tax advisor sees tax filings. The estate advisor sees estate documents. The lead advisor sees everything. The scope prevents the common accidental exposure of the wrong document to the wrong role.

Audit log on every access

Record reads logged with user context.

Every record access emits an audit log entry with the user, the record ID, the record type, the timestamp, and the source IP. For a family office concerned about discretion breaches the audit log provides specific evidence of who accessed what and when. A suspected breach runs through the audit log in minutes versus a reconstruction project.

Permission change review

Every scope adjustment logs.

Every permission scope change (granting cross-family access, expanding member-level access, changing document type access) logs with the admin who made the change, the target user, the before and after state, and the business justification field. The family office partner can audit permission scope evolution over the trailing year in a single view.

Head-to-head

Strkr vs a generic wealth management CRM.

Most family offices try a generic wealth management CRM (Salesforce Financial Services Cloud, Addepar CRM, Juniper Square) and find the schema does not fit the multi-generational family office work. The comparison below is Strkr family office posture versus the generic approach.

Feature Strkr Generic wealth management CRM
Family object with generational structure First-class with G1, G2, G3, G4 roles. Account with contacts.
Trust object First-class with provisions. Custom field.
Entity object First-class with jurisdiction and purpose. Custom field.
Multi-advisor assignment Lead, investment, tax, estate roles. Single owner typical.
Discretion-first access control Family, member, entity, document type. Role-based coarser scoping.
Audit log on reads Every access with user context. Write-focused typical.
Lifestyle service workflow First-class with service types. None.
Quarterly review narrative draft Strkr AI drafts from portfolio data. Manual build.
Pricing posture $119 per seat flat on Scale. Contact-based with escalator.
How teams use Strkr

Five family office playbooks.

The playbooks below are what Strkr onboarding sees across family office deployments.

Pattern A

The 11-advisor single-family office.

An 11-advisor single-family office served one ultra-high-net-worth family across three generations with 11 trusts and 24 entities. The legacy CRM did not model trusts or entities as first-class objects. Strkr onboarding ran a 24-business-day migration configuring the family office schema with the trust and entity graph. The quarterly review preparation time dropped from 14 hours to under 2 hours. The family satisfaction scores climbed 32 percent in the first year.

Pattern B

The 42-advisor multi-family office with 14 families.

A 42-advisor multi-family office served 14 families across the Northeast. The discretion requirements required strict family-level access scoping. Strkr onboarding configured the family-level access with the audit log on reads. A simulated discretion breach exercise found zero cross-family data visibility across the full office. The family office partner cleared the regulatory review on the first pass.

Pattern C

The 60-advisor global family office with lifestyle services.

A 60-advisor global family office served 24 families with full lifestyle service coordination (travel, property management, art acquisition, philanthropic coordination). The service work scattered across emails and tribal knowledge. Strkr onboarding configured the service request object with specific service type workflows. Service coordination clarity measured by family survey climbed 48 percent in the first six months.

Pattern D

The next-gen transition at a 24-advisor family office.

A 24-advisor family office faced a challenge: the next-gen principals (G3 of a G1-founded family) needed to engage with the family office engagement while the senior advisor who held the family relationship history was retiring. Strkr onboarding configured the next-gen transition memo workflow with the entity structure, trust provisions, and advisor team context. The next-gen onboarding ran across six months with the family relationship history preserved.

Pattern E

The 180-person family office with specific art acquisition workflow.

A 180-person family office served several families with significant art collection holdings. The art acquisition workflow (identifying works, authentication, provenance research, acquisition negotiation, insurance, storage, display) ran across advisors, external curators, and legal counsel. Strkr onboarding configured the art acquisition workflow as a custom service type with specific milestones. The workflow coordination clarity measured by family satisfaction climbed on the capability.

Run your family office on a CRM that respects the generational relationship.

Book a 30 minute call. We will walk through the family office schema, the discretion-first access control, and the quarterly review workflow with your actual family structure and your actual advisor team.

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Common questions

What buyers in this bucket ask most.

How does Strkr handle the multi-generational family structure with trusts and entities?

Strkr family office schema models Family as the top-level grouping with Members (across generations), Trusts (with trustee and beneficiaries), and Entities (LLCs, holding companies, foundations) as first-class objects. The relationships preserve: a trust can benefit specific members across generations, an entity can be held by a trust, a member can be a trustee of a trust. The schema supports the common family office complexity of three or four generations with 11 to 42 entities and 4 to 14 trusts. The admin can extend the schema for specific family structures beyond the defaults.

What does the discretion-first access control look like in practice?

Strkr role-based access scopes down to the family, the member, the entity, and the document type. A family-level access rule limits a family record to the assigned advisor team only. Within a family a member-level access rule can further restrict (patriarch sees all, beneficiary sees only their trust distributions). Entity-level and document-type access adds another layer. Every record read emits an audit log entry with user, timestamp, source IP, and user agent. For a family office concerned about discretion breaches the audit log provides specific evidence of who accessed what and when, which closes the typical compliance review question in minutes.

Can Strkr handle the quarterly review preparation workflow for 14 families?

Yes. Strkr AI drafts the quarterly review narrative from the portfolio performance data, the trailing-quarter market context, the strategy adjustments, and the family circumstance updates. For a family office serving 14 families the preparation time per family drops from 11 to 18 hours (manual preparation) to under 2 hours (AI draft plus advisor review). Across 14 families per quarter the time saved runs about 140 hours per quarter per lead advisor. The quarterly review cadence lifts from annual (slipped) to actually quarterly on the time compression.

How does Strkr integrate with the document vault (DocuShare, SharePoint, Box)?

Strkr integrates with the family office document vault through the standard webhook spec with HMAC signing. The typical setup pulls document metadata (document type, upload date, document owner, document access history) into Strkr with document references on the family record. The actual documents stay in the vault with the Strkr record linking to the vault URL. Document access through the vault logs to the Strkr audit log so the discretion review covers both the CRM access events and the document access events. For teams using SharePoint through Microsoft Graph the integration lands cleaner than DocuShare or Box due to the modern Graph API.

Can Strkr handle the lifestyle service coordination workflow for travel, property, and art?

Yes. Strkr custom-object graph lets the family office model specific service types (travel coordination, property management, art acquisition, philanthropic coordination, educational services) with structured workflows and advisor assignment. Each service type can have specific stages, specific milestones, and specific advisor roles. For art acquisition specifically the workflow typically covers identification, authentication, provenance research, acquisition negotiation, insurance, storage, and display. The workflow coordination lands structured versus the typical email thread scatter.

What does Strkr cost for a family office compared to Addepar CRM or Juniper Square?

Strkr Scale runs $119 per seat per month flat. For an 11-advisor family office that is $1,309 per month plus $49 for AI Enhancement. Addepar CRM pricing varies by contract and typically runs $5,000 to $15,000 per month on the mid-market plan. Juniper Square pricing varies by assets under management and typically runs $8,000 to $25,000 per month. Over three years the Strkr cost difference versus Addepar or Juniper Square for an 11-advisor family office usually runs $160,000 to $560,000. Strkr is not a portfolio accounting replacement (which Addepar and Juniper Square handle); Strkr sits alongside as the CRM layer.

What compliance posture does Strkr ship for family office regulatory requirements?

Strkr is HIPAA compliant with a BAA on request (relevant for family offices handling medical practice ownership or healthcare advisory), GDPR and CCPA compliant today, and SOC 2 Type II is in progress with a target of 2026-Q4. The audit log captures every record read, record write, email send, document access, and permission change event with full retention tunable to seven years on the Scale plan. SSO (SAML and OIDC) is live on the Scale tier through Clerk. MFA with TOTP and text-based verification is live. For family offices subject to specific state regulatory requirements the audit log export with signed manifest provides integrity-verified evidence.

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