Question 1

What is Wholekin for?

Accepted Answer

Wholekin is a private household record for families that need a clearer way to keep people, assets, documents, obligations, and decisions in one governed place.

Question 2

Is Wholekin only for family offices?

Accepted Answer

No. A single household can start with the same structured record. Family offices, advisors, and chiefs of staff usually need the product when more people, branches, documents, and governance enter the work.

Question 3

What should we add first?

Accepted Answer

Start with the family workspace, the key people involved, and the records that already create friction: important assets, insurance policies, access references, documents, renewals, and major transactions.

Question 4

Does Wholekin replace our advisors?

Accepted Answer

No. Wholekin gives advisors and family operators a better operating record. It does not replace legal, tax, investment, insurance, or estate-planning advice.

Question 5

Can I start for free?

Accepted Answer

Yes. Free is built for proving the habit with a focused private record before inviting more people or adding sensitive documents.

Question 6

Which plan should most families choose?

Accepted Answer

Family is right for one household that wants a reliable shared record. Family Plus is the better default when advisors, multiple branches, or higher record volume are already part of the work.

Question 7

Why is Family Office custom?

Accepted Answer

Family Office is consultative because migration, advisor permissions, governance, and reporting usually deserve a short design conversation before rollout.

Question 8

Can we change plans later?

Accepted Answer

Yes. The product is designed so a household can start small and grow into more seats, records, document storage, advisor access, and support as the operating record becomes more important.

Question 9

Can advisors or staff use Wholekin?

Accepted Answer

Yes. Wholekin is built for principals, family members, chiefs of staff, assistants, and trusted advisors to work from the same current record without forwarding fragments through email and drives.

Question 10

Can someone help without seeing everything?

Accepted Answer

Yes. Access is family-scoped and role-aware, so collaborators can be given the level of visibility and responsibility that matches their work instead of becoming all-access users.

Question 11

What happens when responsibilities change?

Accepted Answer

Roles and assignments can be updated as the family changes. The record stays attached to the family workspace, so context is less dependent on one person remembering where everything lives.

Question 12

Can multiple branches or households use it?

Accepted Answer

Yes. Family Plus and Family Office are better fits when several branches, more contributors, or more than one workspace need to be part of the operating model.

Question 13

How is access controlled?

Accepted Answer

Wholekin uses explicit family roles and permission checks around who is acting, what they are doing, which family owns the record, and which resource is involved.

Question 14

Are family workspaces isolated?

Accepted Answer

Yes. Application authorization checks the family boundary before sensitive data is read or changed, and database row-level security acts as a final backstop for family-scoped records.

Question 15

Are our records used to train AI models?

Accepted Answer

No. Private household records are not used to train foundation models. AI-assisted workflows are designed around product purpose, transparency, and human control.

Question 16

Where should we learn more about security?

Accepted Answer

The Trust and Security pages explain the controls in more detail, including authentication, family workspace isolation, row-level security, infrastructure, and change quality.

Question 17

Can we migrate from spreadsheets or shared drives?

Accepted Answer

Yes. Smaller households can start by entering the most important records directly. Larger migrations are a good reason to talk through Family Office onboarding and operating design.

Question 18

Can we export our data?

Accepted Answer

Yes. Paid plans include export and portability so the family record remains useful outside Wholekin when reviews, handoffs, or advisor requests require it.

Question 19

What happens if we stop using Wholekin?

Accepted Answer

The goal is not to trap the record. Export and portability are part of the product direction so household information remains usable during reviews, transitions, and handoffs.

Question 20

Can Wholekin support succession or emergency handoffs?

Accepted Answer

Yes. A current record makes handoffs easier because people, assets, documents, roles, history, and supporting context are organized before a transition becomes urgent.

Practical answers before you start.

Product fit

Pricing and setup

Access and advisors

Security, privacy, and AI

Migration and portability

Bring us the messy version of the problem.