Modern Governance for Family Offices
Manage your entities, investments, and collaborate with family members on a central, intuitive digital platform.
With Fides, active family offices with multiple entities and different signatories can easily orchestrate their back office. The hassle of signing resolutions, managing KYC information and onboarding new portfolio companies is now a thing of the past.
Marcel Doeppes
Senior Inv. Manager @ Flixfounders
All Data, Documents and Deadlines of all Your Entities, Investments, SPVs, Trusts, and Foundations in One Place
Save Time
Most Family Offices are managed by a small team. Fides provides significant support to the back office team, easing their daily, often repetitive tasks.
Improve Collaboration
Fides enables asynchronous collaboration among multiple shareholders and facilitates efficient and flexible decision-making and signature processes, regardless of time and location.
Increase Transparency
Not only does the management of the Family Office maintain oversight, but shareholders also gain transparency into tasks and deadlines, with real-time access to organizational charts, data, and documents.
Family Offices Appreciate Fides Particularly for the Following Benefits
Subsidiary Information
All parties maintain master data and changes in a unified, real-time format
Real-Time Cap Table
Access a real-time structure chart of the group’s entities and filter for certain entity forms, e.g. exclude Cayman trust entities
Representatives and POAs
All authorized representatives and Powers of Attorney, including expiration dates, available at a single click
Documented Decision-Making
Preparation, execution, and documentation of all shareholders' meetings and resolutions, including electronic signatures and an audit trail
Corporate Calendar & Reminders
All duties and deadlines per entity are visualised and come alive with individual reminders
Workflows for Multi-Tier Decisions
Fulfill procedural legal requirements for resolution processes automatically through Fides’ legal logics.
The Fides AI Transforms Family Office Operations
Imagine you could ask questions to your data and documents in Fides: The Fides AI assists with a variety of functions, enabling you to complete numerous tasks in seconds. Summarizing documents, changing tone to more formal, finishing your minutes and finding info that is buried in a 200 page contract.
Work Anywhere with the Fides Boards App
With the Fides Boards App, you always stay on top of things and have access to a wide range of features—both online and offline. This makes it easier for stakeholders who are frequently on the go to access information and provide necessary approvals and signatures anytime.
Our family members are all very busy and often travelling. Fides makes it easy to obtain ad hoc approvals and signatures, facilitates filing all documents and gently reminds everyone of upcoming deadlines.
Family Officer @ Family Office
