Family Offices

Ensure generational continuity and governance security.

Protect your legacy with accurate, secure records. Move away from knowledge held by individuals and ensure seamless succession planning with a modern digital history.

Appara Features

Person icon

Worry-Free, Automated Entity Management

Preserve the history of your holdings.

Don’t let institutional knowledge retire with your staff. Appara acts as the permanent, secure guardian of your entity data, ownership history, and trust structures, so future generations and new advisors will have immediate access to a verified single source of truth.

Book icon

Virtual Minute Books:
Private, Yet Accessible

Modernize your records without compromising privacy.

Ditch the paper binders in favour of a secure, encrypted digital environment. With Appara, you can maintain pristine minute books that family principals and trusted advisors can access anytime, anywhere – while still maintaining strict access controls for sensitive information.

Connect icon

Workflow Automation Makes Approvals Simple

Simplify collaboration with trusted advisors.

Coordinate seamlessly between family members, legal counsel, and tax advisor. Appara streamlines signature collection and approvals for investments or distributions, so governance tasks don’t slow down family decision-making.

Paper & pen

Error-Free Document
Automation

Automatically generate accurate documents in seconds.

Draft resolutions and agreements that reflect the nuance of your family structures. Appara’s advanced document generation engine preserves the accuracy of complex ownership details, so your governance documents will stand the test of time.

Reclaim your time with Appara today.

By submitting this form, you are agreeing to Appara’s Privacy Policy and Terms of Service
You are also agreeing to receive information and offers relevant to Appara’s solutions, and can opt-out at any time.