THE FINANCIAL COMMAND CENTER FOR BUSINESS-OWNING FAMILIES
Your family’s financial world, mapped and understood.
The company, the balance sheet, the entities, the estate, the advisors, and the decisions — one verified map, kept current. Know what changed, what it means, and what your team needs to do next.
BUILT FROM A WORKING PRIVATE FAMILY-OFFICE SYSTEM · NOW IN PRIVATE PREVIEW
THE ALDEN FAMILY · SYNTHETIC DATA — HOVER A NODE, CLICK TO INSPECT
Synthetic demonstration data. The Alden family is fictional — no real people, accounts, values, or documents.
01 — THE PROBLEM
The most sophisticated thing you own is run out of inboxes.
A family with an operating company doesn’t have a portfolio problem. It has a coordination problem: the business, the estate, the accounts, the insurance, and five advisors — each holding a piece, none holding the whole.
So the family becomes the integration layer. Forwarding statements. Re-explaining context. Hoping nothing falls between the CPA and the attorney. It mostly works — until the one week it has to work perfectly.
WHERE IT LIVES TODAY
- The companylives in the accounting file and the controller's head.
- The estatelives in a PDF the attorney sent in 2019.
- The accountslive behind eleven logins at four institutions.
- The insurancelives in a folder, renewed by autopay, read by no one.
- The decisionslive in an email thread the spouse was cc'd on once.
- The contextlives in one person's memory. That's the plan.
02 — THE PRODUCT
Not a pitch. The actual surface, on synthetic data.
Every frame below is rendered by the same engine and dataset as the live demo — a fictional family with a $24.05M balance sheet around a private fabrication company. Open any of it and press the buttons.
- JUL 14HELOC rate resets Sep 1 — 7.1% → 7.6%+0.5% APRE8
- JUL 11MFC June close postedmargin +1.4ptE2
- JUL 9Umbrella renewal quoted +12%premium +12%E7
- JUL 6June statements posted — public markets +$46k+$46,000E1
- LA-1NEEDS DECISION
Umbrella renewal: accept +12% or rebid
PAUL ALDEN · DUE AUG 5
- LA-6AWAITING SIGNATURE
Sign the buy-sell restatement (v3)
DANIEL REYES · DUE AUG 8
- LA-5NEEDS DECISION
HELOC: pay down $120k before the Sep 1 reset?
MARTA ALDEN · DUE AUG 22
Concentration is the standing fact of this balance sheet: the 90% Meridian Fabrication stake is 60.4% of gross assets, carried at the December valuation.
03 — THE OPERATING LOOP
One loop, run every week, on the record.
01
WHAT CHANGED
Statements, closes, notices, and filings land on the map as changes — each one dated, valued, and tied to its source document.
02
WHAT IT MEANS
A change either informs or demands a decision. The ones that demand one are separated from the noise and framed with their context.
03
WHO OWNS IT
Every open item has one owner — CPA, attorney, CFO, advisor, or family — and a due date the whole team can see.
04
WHAT PROVES IT
Numbers carry their evidence: the statement, appraisal, or agreement behind them, with its age and verification status.
05
DONE, ON RECORD
Completion is recorded with who, when, and what document closed it — a decision record the family keeps forever.
04 — WHAT IT HOLDS
The system of record, owned by the family.
One verified map
Household, trusts, operating company, LLCs, property, accounts, and debt — drawn as one structure, not a list. Every node carries its value, its valuation basis, and the age of the document behind it. When evidence goes stale, the map says so before it matters.
$24.05M NET WORTH · 60.4% IN ONE COMPANY · $3.04M REACHABLE IN 30 DAYS
A chief of staff that shows its work
The briefing reads like a good chief of staff wrote it: what changed, what it means, what needs you. Every claim cites its source document; anything unverified says so plainly. Ask a question and the answer arrives with the evidence attached — or an honest “that isn’t verified.”
EVERY CLAIM CITED · CONFIDENCE LABELED · NOTHING INVENTED
- 01Family balance sheetPrivate-company ownership, property, public accounts, and debt in one reconciled statement.
- 02Holdings, broadlyPrivate equity, real estate, liquidity tiers, alternatives, and crypto as first-class concepts — each valued with a stated basis.
- 03Continuity readinessBeneficiaries, trustees, signers, and the emergency package — scored, with the gaps named.
- 04Goals & decision recordsScenarios framed with evidence, and a permanent record of what was decided and why.
- 05Family & advisor rolesThe principal owns the record; spouse, next generation, and advisors see exactly what they're granted.
- 06Action & approval queueOpen items with owners, deadlines, status history — and approvals that wait for a human.
Software, not a money manager.
Legacy Atlas sells no investments, takes no custody, and charges no percentage of assets. It doesn’t compete with your CPA, attorney, or advisor — it’s the shared map they all work from, and the family owns it.
05 — CONNECTED, CAREFULLY
Bring the whole financial life into view.
Six ways in, one rule everywhere: connections read. No connector can trade, transfer, withdraw, or initiate a payment — refusing write-capable credentials is enforced in code, not promised in copy. Every connected number carries its provenance, its owner and entity, and a freshness state that says so when a feed goes stale or needs a reconnect.
- 01Banks & supported brokeragesPRIVATE-PREVIEW CONNECTOR · FIXTURE-TESTEDAccount aggregation (Plaid Investments architecture): balances, holdings, and investment transactions, read-only. Institution coverage is discovered from the provider at connect time — never assumed.PRIVATE-PREVIEW CONNECTOR · FIXTURE-TESTED
- 02CoinbasePRIVATE-PREVIEW CONNECTOR · FIXTURE-TESTEDA read-only API credential. Keys carrying trade or transfer power are refused before they are ever stored — and re-checked on every sync.PRIVATE-PREVIEW CONNECTOR · FIXTURE-TESTED
- 03Robinhood CryptoGET-ONLY PATH · FIXTURE-TESTEDA dedicated GET-only credential path for Robinhood Crypto holdings. Not brokerage connectivity — and labeled with its unverified credential scope, because the docs don't prove one.GET-ONLY PATH · FIXTURE-TESTED
- 04Watch-only walletsWATCH-ONLYBitcoin and EVM public addresses, checksum-validated. No seed phrases, no keys, no signing — ever. Watching, not touching.WATCH-ONLY
- 05Manual private assets & liabilitiesIN THE DEMO TODAYThe company stake, the cabin, the note, the loan — entered with a stated valuation basis and as-of date, then freshness-tracked like everything else.IN THE DEMO TODAY
- 06CSV & statement importsIN THE DEMO TODAYPositions exports parsed, previewed, and validated in the browser — formula injection neutralized, duplicates flagged, owners assigned before anything imports.IN THE DEMO TODAY
Honest status, stated plainly: the connector foundation is built and fixture-tested server-side; turning any provider live requires real provider credentials, authentication, and per-family isolation — none of which the public demo has or pretends to have. The demo's Connection Center runs every flow against labeled sandbox data instead.
06 — SECURITY POSTURE
Designed like it holds a family’s whole financial life. Because it will.
These are the principles the product is being built to — stated as requirements and work in progress, not as certificates. We publish the architecture as it ships, and we don’t claim credentials we haven’t earned.
Human approval for consequential actions
Anything that would move money, change records, or contact an institution stops and waits for a person. By design, forever.
Source-linked answers
The AI must show which document supports each claim, and say so when confidence is low. No citation, no claim.
No training on family data by default
Family records are context for answering the family's questions — not training material.
Role-scoped access
Each family member and advisor sees a defined slice. Granting and revoking is explicit and logged.
Tenant isolation
Productizing the single-family system into strict per-family isolation is the core of the current engineering phase.
Encryption & audit trail
Encryption in transit and at rest, and an append-only audit trail on every consequential action, as the platform ships.
07 — DESIGN PARTNERS
Built with a small group of families, not for a waitlist.
Legacy Atlas began as a working system for one private family office and is being productized in the Marketing Hog lab. We’re looking for a handful of business-owning families — roughly $5M–$30M of complex net worth, one dominant company, several entities — to shape it with us. Write to us and say a little about your structure.