Open now and opening next
Every room in the house, and how far along it is.
Open means your staff works that room today. Opening means it is in the build, and it is labelled that way everywhere on this site.
Open now
The staff is at work in these rooms today.
Finn and the staff
The chief of staff and six managers, on shift every night.
OpenThe record
Every account in one place, yours, your partner’s and joint. The Controller closes it nightly.
OpenThe daily briefing
Four pages each morning, plus Merger Wire: the news translated for a household.
OpenThe Money Date
The weekly meeting. Finn leads it, and the two of you decide.
OpenRewards
Milestones the house earns for showing up, with the option to give them away.
OpenPro Desk: coaches and therapists
Licensed people who read the record before the first session.
OpenFree tools and lessons
Six calculators and the lessons, open to everyone with no account.
OpenA family office staff does this daily. Now yours does.
Illustrative desk, simulated with data from a sample household.
Opening next
In the build. Members walk in first.
Merger Bank and cards
The household treasury. The paycheck splits into bills, reserve and a vault for each goal. No overdraft or late fees.
OpeningMerger Invest
Every payday invested under a policy you both signed. Either of you can stop a trade with a tap.
OpeningPro Desk: advisors
Licensed advisors join the coaches and therapists. Advisors are partners, not competitors.
OpeningOn the way
The rest of a family office, room by room.
The Vault
The house’s documents in one place, read by the staff to build your plans.
LaterWills and trusts
Intake, a gap check and a review that lasts as long as the house does.
LaterCredit
Borrowing set by the house’s own plan.
LaterLife insurance
Cover matched to what the house owes and who depends on it.
LaterRetirement plans
Every account the two of you hold, on one plan.
LaterReal estate
The home, and anything else the house owns, on the record.
LaterHow we build
Three promises about every new room.
It is labelled
Nothing on this site is called open until your staff works it today.
It is dated
Every change to the staff and the house rules goes in the logbook, with its date.
It waits for two yeses
A new room never moves money on its own. The rule that governs the staff governs everything we add.