One place for your family's records

Wholekin

Simple pricing for families

Start free. Add people and advisors when you're ready.

Pick the plan that matches your family today. Free to try, simple monthly pricing, and a consultative plan for larger families that need a hand setting everything up.

Sign up in a minute. Talk to us when you need more.

Free, Family, and Family Plus are self-serve — create an account and you're in. Family Office includes onboarding help, advisor workflows, and dedicated support for larger family setups.

Try it out

Free

A free starter workspace so you can map the household, add a few important records, and see whether Wholekin is the place you'll actually keep things.

Free

For one person testing the habit before inviting the rest of the family.

Start workspace
1 workspaceFamily workspaces
3 peoplePeople in the family record
1 seatMember and advisor seats
25 recordsAsset, document, and obligation records
250 MBEncrypted document storage
100 / monthWhoki AI actions
  • Starter workspace
  • People and asset profiles
  • Try Whoki on your records
  • Notes and links
  • Upgrade anytime

For one household

Family

For one household ready to stop digging through email and drawers. Keep documents, people, and reminders in one shared place.

€9/ month

For households ready to manage things together.

Start workspace
1 workspaceFamily workspaces
10 peoplePeople in the family record
3 seatsMember and advisor seats
500 recordsAsset, document, and obligation records
5 GBEncrypted document storage
100 / monthWhoki AI actions
  • Document storage for the household
  • Role-based access for family
  • Whoki reviews your records
  • Renewal reminders
  • Easy export and handoff
Most popular

Most families pick this

Family Plus

For families with more going on — multiple households, advisors involved, lots of documents. Includes Whoki to help you make sense of it all.

€29/ month

For families with multiple households, advisors, or a lot to track.

Start workspace
3 workspacesFamily workspaces
25 peoplePeople in the family record
10 seatsMember and advisor seats
2,500 recordsAsset, document, and obligation records
25 GBEncrypted document storage
250 / monthWhoki AI actions
  • Multiple household workspaces
  • Invite advisors with scoped access
  • Whoki reviews your records
  • Priority support

Talk to us

Family Office

For family offices and larger setups that want help moving in, advisor and staff workflows, integrations, and a real person on call.

€2,499/ month

For larger families with staff, advisors, and a lot to manage.

Talk to us
Unlimited workspacesFamily workspaces
Unlimited peoplePeople in the family record
Unlimited seatsMember and advisor seats
Unlimited recordsAsset, document, and obligation records
Unlimited storageEncrypted document storage
5,000 / monthWhoki AI actions
  • We help you move in
  • Advisor and staff workflows
  • API access and integrations
  • Dedicated priority support

Only the right people see it

You decide who can view, add, or manage each part of the record. Family stays family. Advisors only see what you share with them.

Ask Whoki when there's too much to read

On Family Plus and Family Office, Whoki helps you skim documents, pull out the important bits, and answer questions about your records.

Easy to share with your advisor

Invite a lawyer, accountant, or financial advisor into the exact records they need — no more emailing PDFs back and forth.

Compare plans

Every plan keeps the same essentials. The bigger plans add more room and more help.

Most families with an advisor, lots of documents, or more than one household pick Family Plus.

CapabilityFreeFamilyFamily PlusFamily Office
Family workspaces1 workspace1 workspace3 workspacesUnlimited workspaces
People in the family record3 people10 people25 peopleUnlimited people
Member and advisor seats1 seat3 seats10 seatsUnlimited seats
Asset and document records25 records500 records2,500 recordsUnlimited records
Document storage250 MB5 GB25 GBUnlimited storage
Whoki AI actions100 / month100 / month250 / month5,000 / month
Document vault
Exports and portability-
Role-based access-
Advisor and guest access--
Whoki-assisted review
Audit trail--
API access---
Concierge onboarding---

Questions

Need the practical answers before choosing a plan?

The FAQ covers setup, advisor access, security, AI, migration, exports, and plan fit in one place.

Read the FAQ

Ready to get your family's records in one place?

Start free today. Add advisors and upgrade only when you need more room or more help.