The Operating System for the Modern Family

WMCockpit is the "FamilyOS" that moves your Single or Multi-Family Office from administration to strategic orchestration. A family office is more than an investment firm. It's the central nervous system for a family's entire financial, legal, and personal life. You are tasked with managing everything from complex global investment portfolios to multi-jurisdictional trusts, philanthropy, and the education of the next generation.

Legacy tools and spreadsheets were not built for this. You don't just need a portfolio tool - you need an operating system.

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Data Chaos

Information is trapped in custodian reports, legal documents, capital call notices, and private equity portals. There is no single source of truth.

Structural Blindness

You can't see how a legal trust in the Cayman Islands connects to a bank account in Switzerland. You're forced to manage complex structures in the dark.

Generational Risk

Critical governance data and institutional knowledge live in one person's head or a filing cabinet. This creates a massive, uninsurable risk for intergenerational continuity.

Our Process

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The "FamilyOS": Your Central Hub for Orchestration

The "FamilyOS"
WMCockpit automates the administrative layer, empowering you to become the family's strategic advisor. Our platform is purpose-built to be the single source of truth that connects every person, asset, and document.
A Single Source of Truth
Get a true, consolidated 360° balance sheet of all assets - public and private, liquid and illiquid.
Map and Manage Total Complexity
Visually map complex, multi-jurisdictional trusts, holding companies, and foundations. Link wills and legal deeds directly to the entities they govern.
Beyond Finance: Secure Your Legacy

The "FamilyOS" is the key to a seamless transition.

Intergenerational Continuity
Wealth is often lost in translation. The FamilyOS ensures continuity by creating a central, digital repository for the family's most critical information.
Empower the Next Generation
Use our granular permissions to create a 'learning vault' for rising generations, preparing them for their future role as responsible stewards.
The Complete Family Hub
Store critical personal documents, track passion assets like art and philanthropy, and manage family governance and calendars, all in one place.

See the "FamilyOS" in Action.

Empower your family office with a platform built for strategic orchestration.