Private household records

Wholekin

Pricing for private family operations

Start small. Grow into a governed family record.

Choose the workspace that matches the real operating load: people, assets, documents, advisors, audit trails, and continuity. Start lean, then add governance as the record becomes more consequential.

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Designed from the buyer journey, not an internal billing table

The first three plans are self-serve. Family Office is a consultative tier for migration, governance, advisor workflows, and higher-touch operating support.

Get oriented

Free

For a private starter record: map the household, capture important assets, and see whether Wholekin becomes the obvious place to keep the truth current.

Free

For one organizer proving the habit before inviting the household.

Start workspace
1 workspaceFamily workspaces
3 peoplePeople and advisor seats
25 recordsAsset, document, and obligation records
250 MBEncrypted document storage
  • Private family record and starter inventory
  • People and asset profiles
  • Light notes and reference links
  • Upgrade when the record becomes shared

Run one household

Family

For one household moving from scattered memory to a shared operating record with documents, roles, reminders, and export.

€12/ month

For households ready to coordinate the record together.

Start workspace
1 workspaceFamily workspaces
12 peoplePeople and advisor seats
500 recordsAsset, document, and obligation records
5 GBEncrypted document storage
  • Document vault for household files
  • Role-based access for family members
  • Renewal and review reminders
  • Exports for reviews and handoffs
Most popular

Best default

Family Plus

For active family operations where multiple branches, trusted advisors, AI-assisted review, and stronger change history matter.

€29/ month

For families with multiple branches, advisors, or higher record volume.

Start workspace
3 workspacesFamily workspaces
35 people and advisorsPeople and advisor seats
2,500 recordsAsset, document, and obligation records
25 GBEncrypted document storage
  • Multiple family workspaces
  • Advisor collaboration for scoped work
  • AI-assisted review for records and documents
  • Priority support response

Consultative

Family Office

For principals, family offices, and advisors who need migration, reporting, auditability, integrations, and a supported operating model.

Custom

For complex family operations with staff, advisors, and governance needs.

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Custom workspacesFamily workspaces
Custom seatsPeople and advisor seats
Custom volumeAsset, document, and obligation records
Custom storageEncrypted document storage
  • Concierge migration from spreadsheets and drives
  • Governance and operating-model support
  • API access and integrations
  • Dedicated success and priority support

Private by design

Family-scoped access and role-aware collaboration keep sensitive records inside the right boundary.

Portable records

Export and portability are product capabilities, not support tickets or last-minute spreadsheet projects.

Advisor-ready

Invite trusted people into scoped work instead of forwarding files, inbox threads, and partial context.

Compare plans

The same trusted foundation, with more scale and control as the family record grows.

Most households with advisors, documents, or several branches start with Family Plus.

CapabilityFreeFamilyFamily PlusFamily Office
Family workspaces1 workspace1 workspace3 workspacesCustom workspaces
People and advisors3 people12 people35 people and advisorsCustom seats
Asset and document records25 records500 records2,500 recordsCustom volume
Document storage250 MB5 GB25 GBCustom storage
Document vault-
Exports and portability-
Role-based access-
Advisor and guest access--
AI-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 make the household record current?

Start with the workspace you can use today. Bring in advisors, governance, and white-glove support when the record needs to carry more responsibility.

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