Protecting your family's wealth and operating a successful family desk requires secure, well-orchestrated communication, permission-based asset sharing, and time-stamped transactional accuracy, with unwavering attention to privacy.
Running a family desk requires highly orchestrated communication between family members, advisers, and managers. Mistakes and miscommunication can erode wealth, break family alliances, and diminish legacy.
Today's marketplace is filled with disparate document management systems, lock and key security platforms, and "sharing" technologies all designed to meet the needs of the masses.
Treasure Map enables the seamless management of your family's wealth, facilitates secure and protected communications, and enables you and your advisors to save time and money in achieving your family's defined long-term financial goals.
We've assembled a proven team of financial planners, technologists, solution architects, and security professionals to develop a set of simple and intuitive tools using secure distributed ledger technology to specifically serve family desk environments just like yours.
Treasure Map provides a secure, bullet-proof family desk management platform that is designed specifically to control the flow of information and provide a permission-based asset-sharing with time-stamped custodial tracking, workflow immutability, and multi-layered authenticated security.
We mitigate wealth transfer risk by providing control and trust, with full transparency, to family members, beneficiaries, and the third party financial professionals you depend on. We help reduce the costs by placing real-time control and management back in your hands.
