Family office work is discreet, cross-generational, and advisor-coordinated. Strkr ships a CRM core shaped around family office relationships with family tree tracking, trust and entity structure, investment advisor coordination, next-gen engagement, and audit log suitable for fiduciary review.
Family offices run on tooling that is often improvised rather than designed. Larger single-family offices might run Salesforce with heavy custom-object work. Multi-family offices run on Addepar or Masttro for the investment data plus a CRM for the relationship work. Smaller single-family offices run on Google Workspace plus spreadsheets. The pain points below are what Strkr onboarding hears on every intake call with a family office between 2 and 60 professionals serving 1 to 42 client families.
Family offices manage wealth across generations, which means tracking patriarchs and matriarchs, siblings and spouses, children and grandchildren, and the trust and entity structures connecting them. The family tree usually lives in a Visio or Lucidchart diagram emailed around and quickly stale. Strkr ships family tree as a first-class object with generational linking, spousal relationships, trust beneficiary ties, and advisor coordination mapping.
High-net-worth families typically have dozens of trust and entity structures (revocable trusts, irrevocable trusts, GRATs, CLATs, dynasty trusts, LLCs, S-corps, family foundations, DAFs). The structures interrelate (an LLC owned by a dynasty trust, a foundation granting from an LLC distribution). Strkr ships trust and entity as first-class objects with ownership tie, trustee tracking, beneficiary tracking, and distribution history.
Family offices coordinate across external advisors (estate attorneys, CPAs, trustees, investment managers, insurance brokers, philanthropic advisors). The coordination happens through email threads nobody can search. Strkr ships advisor as a first-class contact type with family-specific advisor rosters, meeting history, work-product tracking, and relationship cadence.
Family offices manage multi-generational wealth where the next generation (ages 18 to 40) often has little engagement with the family office until a trigger (inheritance, trust distribution, education financing, business succession). Strkr ships next-gen engagement tracking with education event cadence, early relationship building, and succession-ready readiness scoring.
Family office communication requires elevated discretion. AI drafting that pulls from unrelated matters, external sources, or cross-family retrieval risks confidentiality breach. Strkr AI runs with retrieval scope strictly scoped to the family and the advisor relationship, with cross-family retrieval disabled by default.
Family offices present quarterly reports to family councils showing performance across the full family balance sheet (investments, operating businesses, real estate, philanthropic activity, lifestyle expenditure). Rebuilding the report quarterly is painful. Strkr integrates with investment reporting tools (Addepar, Masttro, iCapital, Black Diamond) through the webhook spec to aggregate the family council report automatically.
Strkr ships a tunable family office schema with Family, Family Member, Trust, Entity, Advisor, Meeting, and Document as first-class objects. The family office director can rename or extend anything. The default lands close to where single-family and multi-family offices typically settle.
A family object captures the client family with patriarch and matriarch contacts, generation count (G1 to G5 and beyond), estimated net worth tier (ultra-high-net-worth, high-net-worth, emerging), and the primary family office relationship type (single-family, multi-family). The family drives the schema scope.
A family member captures each person in the family tree with generation (G1, G2, G3, in-law, step-relation), parent and spouse links, trust beneficiary ties, employment status, and primary advisor assignment. The family member drives the generational engagement cadence.
A trust captures the trust structure with type (revocable, irrevocable, dynasty, GRAT, CLAT, charitable), trustee (individual or corporate), beneficiary list, inception date, termination terms, distribution history, and asset base. The trust drives the distribution workflow and the trustee coordination.
An entity captures legal structures beyond trusts (LLCs, S-corps, C-corps, partnerships, foundations, DAFs) with ownership structure, operating status, management team, and primary advisor. The entity ties into the family balance sheet.
An advisor captures external advisors with firm name, individual contact, role (estate attorney, CPA, investment manager, trustee, insurance broker, philanthropic advisor), specialty, and relationship tenure. The advisor drives the coordination workflow.
A family meeting captures family council meetings, generational meetings, and advisor meetings with attendees, topics discussed, decisions made, action items, and follow-up tracking. The meeting object drives the governance cadence.
Family office communication requires high discretion with specific professional voice. Strkr AI drafts in that voice with retrieval scope strictly scoped to the family and advisor relationship. All drafts require review before send.
Before a family council meeting Strkr AI drafts the briefing document with the quarter financial recap, open governance items, upcoming decisions, and family-specific context. The family office director reviews extensively before the meeting.
For matters requiring cross-advisor coordination (estate planning update affecting tax posture, trust distribution affecting investment strategy) Strkr AI drafts the coordination memo with the matter, the affected parties, and the recommended handling. The family office director reviews before sending.
For next-generation family members Strkr AI drafts relationship-building outreach (educational event invitations, mentorship opportunities, early engagement conversations) in a warm but professional voice. The family office director reviews before sending.
For scheduled trust distributions Strkr AI drafts the beneficiary notification with the distribution amount, the tax treatment context, and the related documentation. The trustee or the family office director reviews before sending.
Each quarter Strkr AI drafts the family balance sheet summary with investment performance, operating business performance, real estate activity, philanthropic activity, and lifestyle expenditure recap. The family office director extensively tunes before the family council review.
For families actively working succession planning Strkr AI drafts periodic updates with the current state of succession readiness, remaining governance work, and recommended next steps. The family office director reviews and shares with the appropriate family council members.
Strkr ships views shaped around family office operating cadence. The cards below are the views a family office director, principal advisor, and operations lead open first on Monday morning.
The family council calendar surfaces scheduled family council meetings, generational meetings, and advisor meetings with attendees, topics, and prep status. The family office director uses the calendar for the weekly meeting coordination.
The open action items view surfaces decisions pending across family council meetings, advisor coordination, and governance work. The family office director works the view weekly to drive follow-through.
The advisor relationship cadence view surfaces each external advisor with the last touch timestamp, upcoming scheduled meeting, and current open matters. The family office director uses the view to maintain advisor relationship health.
The next-gen engagement tracker surfaces each next-generation family member with the current engagement tier (uninvolved, aware, learning, participating, leading), last touch, and recommended next action. The family office director uses the tracker for the generational engagement cadence.
The trust distribution calendar surfaces scheduled distributions by trust with distribution date, amount, beneficiary, and tax treatment context. The trustee coordinator works the calendar for the distribution execution.
The family office KPI cockpit surfaces governance meeting cadence hit rate, next-gen engagement score, advisor coordination activity, and open action item backlog. The family office director uses the cockpit for the quarterly family council review.
Most family offices run on a stitched stack: Salesforce or a generic CRM for relationship work, Addepar or Masttro for investment data, SharePoint for document management, and Google Workspace for everything else. The comparison below is Strkr versus a generic sales CRM applied to family office work.
| Feature | Strkr | Generic sales CRM for family office work |
|---|---|---|
| Family tree as first-class object | Generational linking with trust ties. | Collapsed to contact and account. |
| Trust and entity structure | First-class with beneficiary tracking. | Custom field workarounds. |
| External advisor coordination | Advisor type with cadence tracking. | Contact with no specialty. |
| Next-gen engagement | Dedicated tracking with tier scoring. | Not available. |
| Discreet AI retrieval | Scoped to specific family only. | Cross-record retrieval default. |
| Family balance sheet aggregation | Via Addepar, Masttro webhook. | Manual quarterly rebuild. |
| Governance meeting cadence | Family council workflow. | Calendar reminders. |
| Trust distribution workflow | First-class with beneficiary notification. | Email thread. |
| Audit log for fiduciary posture | Record read and write with retention. | Partial. |
The playbooks below are patterns Strkr onboarding sees across family office deployments.
An 11-professional single-family office served one G3 family with 42 trusts, 18 LLCs, and 11 foundations. They ran Salesforce with eight years of custom-object drift. Strkr onboarding ran a 32-business-day migration landing the family tree, trust and entity schema, and advisor coordination. Family council meeting prep time dropped from 11 hours per quarter to under 2 hours.
A 24-professional multi-family office served 42 client families with ultra-high-net-worth asset bases. They ran Addepar for investment data and a shared Google Sheet for relationship work. Strkr onboarding ran a 28-business-day migration landing Strkr as the relationship and governance layer with Addepar continuing for investment detail. Client family council satisfaction scores lifted substantially in the first full quarter.
A 6-professional boutique family office served three G2 and G3 family relationships. They ran Google Workspace plus spreadsheets. Strkr onboarding ran a 16-business-day migration landing the full family office schema with the three family relationships configured. The lead advisor took on a fourth family relationship in the following quarter without adding administrative capacity.
A 42-professional multi-family office was investing heavily in next-generation engagement for its client families. The engagement work had been informal and inconsistent. Strkr onboarding ran a 28-business-day migration landing the next-gen engagement tracker with tier scoring and cadence workflow. The next-gen engagement rate across the 24 client families lifted from 32 percent to 72 percent within 18 months.
A 60-professional institutional family office network served ultra-high-net-worth families with international structures (US plus Switzerland plus Singapore plus Cayman). The multi-jurisdictional complexity needed region-specific entity tracking and advisor coordination. Strkr onboarding ran a 42-business-day migration landing the multi-jurisdictional entity schema with region-specific advisor rosters.
Book a 30 minute call. We will walk through the family office schema, the trust and entity structure, and the next-gen engagement with your actual family relationships and governance cadence.
Strkr integrates with every major family office investment reporting system through its REST and GraphQL API, outbound webhooks with HMAC signing, and the published OpenAPI spec. For Addepar, Masttro, iCapital, and Black Diamond the typical integration pulls investment performance data, holdings data, and alternative investment data into Strkr for family council reporting. The investment reporting system stays as source of truth for the investment detail. The engineering sprint runs two to four weeks per integration.
Each family member record carries parent links, spouse links, and generation designation (G1 patriarch and matriarch, G2 children, G3 grandchildren, in-law, step-relation). The family tree view renders the generational structure with trust beneficiary ties, entity ownership ties, and advisor assignments overlaid. The admin configures family-specific conventions (step-relation versus biological, legal spouse versus domestic partner) per the family governance posture.
Yes. The retrieval scope stays strictly within the family relationship. Cross-family retrieval is disabled by default. The role model scopes professional visibility to assigned family relationships. The audit log captures every cross-family view (should it occur with explicit admin configuration) which keeps the trust posture clean. For multi-family offices with team-based coverage the admin configures family-level permission scoping with explicit team assignments.
Strkr runs flat per seat at $29 on Starter, $59 on Pro, and $119 on Scale per user per month, with a 14-day trial. For a 12-professional family office on Pro the monthly spend runs $708 for seats plus $49 for AI Enhancement. Salesforce Financial Services Cloud runs $150 to $300 per user per month. Dedicated family office CRMs run $200 to $600 per user per month. Strkr sits well below the dedicated family office tools because Strkr is a CRM core with family office schema rather than a specialized wealth management platform.
The trust object tracks distribution events with scheduled date, amount, beneficiary, tax treatment context, and trustee approval. For scheduled distributions the workflow triggers at the configured lead time (typical 30 to 60 days before distribution) with trustee review, documentation preparation, and beneficiary notification. The audit log captures every distribution event, every trust document change, and every advisor coordination touch with timestamp, user, and action. For fiduciary audits (trustee review, state fiduciary commission, external trust company audit) the audit log serves as the evidence record.
Strkr is HIPAA compliant with a BAA available on request, GDPR and CCPA compliant today, and SOC 2 Type II is in progress with a target of 2026-Q4. For family offices operating with trust company status or RIA registration the audit log retention tunes to the regulatory posture (SEC retention requirements for RIAs, state trust company retention requirements). Integration tokens live in AWS KMS, platform credentials live in AWS Secrets Manager, and the audit log captures every record read and write. SSO (SAML and OIDC) is live on Scale tier through Clerk, MFA with TOTP plus text-based verification is live across all tiers, and Verified Domains are live on Scale tier.
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