Multi-entity structures, private investments, public equities — EquiLenz brings institutional-grade intelligence to everything your family office manages.
Family offices rarely have simple structures. EquiLenz understands the full hierarchy: family to trusts to LLCs to foundations to individuals.
Family → Trusts → LLCs → Foundations → Individuals
See the full picture with consolidated roll-ups at every level of your structure.
PE, Real Estate, Venture, Co-investments
Track capital calls, distributions, IRR, and MOIC alongside your public holdings in one view.
Your portfolio isn't just public equities. EquiLenz tracks private equity, real estate, venture funds, and co-investments alongside public holdings.
Tax efficiency is a core mandate for family offices. EquiLenz surfaces opportunities and risks automatically.
Harvesting, wash sales, qualified dividends, gain classification
Proactive alerts and reporting help you capture tax alpha across the entire family structure.
Concentration, liquidity, sector, geography
Understand your true exposure across every asset class, entity, and strategy.
When assets are spread across entities and asset classes, risk can hide in plain sight. EquiLenz gives you the consolidated picture.
Flat monthly pricing from $1,500/month. No AUM-based fees. Your cost doesn't go up as your assets grow.
View Full PricingSchedule a personalized walkthrough with our team. We'll show you how EquiLenz handles your specific structure.
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