For advisors, attorneys, and family offices
Integrate yourself into your client's intergenerational family operating system.
CenturyHouse is where your clients build a 100-year family, and where your counsel becomes part of how it endures.
The problem
Intergenerational wealth transfer requires an operating system.
You have ensured their portfolio will last. But the real issues are often human: heirs, preparedness, and ensuring the continuity of the family's values and mission. This is where CenturyHouse comes in.
What it is
CenturyHouse is an intergenerational operating system.
Families use the CenturyHouse Five Pillars to define who they are, how they will make intergenerational decisions, what they will use their wealth for, how they will transmit their values, and how they will ready the next generation. CenturyHouse is based on the proven practices of top families. We allow you to offer these services to your clients, without you taking on the compliance burden. CenturyHouse gives no investment, tax, or legal advice. That work stays yours.
The Five Pillars hold up the 100-year family. CenturyHouse builds them. You manage what sits below.
Why advisors join
Offer what your best clients ask for
Advisors tell us their best clients need a system to transmit their values and ensure heir readiness. CenturyHouse provides a solution you can offer them.
Integrate as a named advisor in the family's governance system
The CenturyHouse system creates governance documents (family charter and council) for families. Partnering with CenturyHouse allows families to choose to integrate you into those documents.
Reach new families
Families come here to build, and many need trusted advisors. CenturyHouse refers them to trusted professionals.
How it works
Easy integration into a family's governance, without the compliance burden of running their software.
Advisors join for free.
Invite or sponsor your clients.
Client grants you access.
Review and engage.
The family owns the data and decides exactly what you see.
Beside your practice, not inside it
Deeper relationship, no added compliance load.
The family owns every document and controls every share. Nothing to take custody of, no advice to supervise.
Begin
Be the advisor the next generation keeps.
Joining is free. When you wish, you may sponsor a client's membership yourself.
