01
Vault
A secure home for governing documents, deeds, policies, and the artifacts that actually define the house — organized, searchable, permissioned.
Private family wealth OS
Continuity for the house — not another brokerage.
Continuum is a quiet operating system for family wealth: a vault for what matters, a living map of entities and estates, a command center for advisors, playbooks for the next generation, and a durable record of decisions. Markets are secondary. Permanence is the product.
- Built for
- UHNW & family-office-light
- Core
- Vault · Map · Advisors · Heirs
- Not
- Trading or portfolio theater
How it works
Five surfaces. One quiet system.
Start with the vault and the map. Invite the people who already advise the family. Rehearse succession before you need it. Keep every material decision where the next generation can find it.
02
Entity map
Trusts, LLCs, foundations, and properties as a living map — ownership edges, roles, and relationships you can finally see in one place.
03
Advisor hub
Invite CPAs, attorneys, and wealth advisors into a shared command center with clear scopes — without emailing zip files into the void.
04
Heir rehearsal
Playbooks that prepare the next generation for roles, access, and judgment — before a crisis forces the curriculum.
05
Decision log
A durable record of material family decisions — who was present, what governed the choice, and where heirs can find the answer later.
Living entity & estate map
See the structure of the house.
Charts that trade ticks are easy. Continuum maps the architecture: which trust owns which LLC, who sits as trustee, which property sits under which vehicle — updated as the family evolves.
- Trusts, LLCs, foundations, and real property as first-class nodes
- Ownership and control edges you can explain to an heir in ten minutes
- Roles, dates, and document links attached to every entity
- Designed for complex households — not a single taxable brokerage account
Entity map · Household view
Trust
LLC / entity
Property / asset
The vault
Documents with the dignity of a private bank.
Wills, trust instruments, operating agreements, insurance, deeds, and letters of intent — kept as a structured library, not a shared drive graveyard.
- Folders by entity, person, and matter — with clear ownership
- Version awareness and “what governs today” clarity
- Scoped access for advisors and family members
- Emergency / break-glass concepts for when the unexpected arrives
Vault · Selected
Restated Trust Agreement
Family Trust · PDF · Updated Mar 2026
HoldCo Operating Agreement
HoldCo LLC · DOCX · Signed
Lake House Deed & Title
Property · PDF · Title insurer copy
Distribution Policy Memo
Decision log link · Internal
Advisor command center
Invite the professionals already on the team.
Your CPA, estate attorney, and wealth advisor should not be hunting through inboxes for the current org chart. Continuum gives them a scoped seat — and keeps you as the principal.
- Invite by role with clear access boundaries
- Shared context without surrendering the household keys
- Built for multi-advisor households, not a single planner portal
- Advisor seats expand later — owners stay at the center
Advisors · Household
EL
Elena Ruiz
Estate counsel · Partner
Counsel
JM
Jonathan Marsh
CPA · Tax & entities
Tax
SK
Sara Kim
Wealth advisor · Family office liaison
Advisor
Heir rehearsal playbooks
Prepare the next generation without the chaos.
Succession should not be a PDF forwarded after a funeral. Continuum gives families structured rehearsal: roles, responsibilities, and judgment — paced, private, and intentional.
- Playbooks for trustee readiness, household literacy, and crisis basics
- Progress the family can see — without turning love into a scoreboard
- Content you control; advisors can contribute where invited
- Designed to reduce chaos, not manufacture drama
Heir rehearsal · Active playbook
Trustee readiness
In progress- Read the current trust summary
- Walk the entity map with a parent
- Meet estate counsel (intro)
- Complete distribution scenario exercise
- Review emergency access protocol
Decision log
A durable record of how the family decides.
Years from now, someone will ask why a structure exists. Continuum keeps the answer: what was decided, who was present, what governed the choice — without rewriting history in email threads.
- Timestamped decisions linked to entities and documents
- Participants, rationale, and follow-ups in one place
- Readable by heirs and advisors with permission
- Built as institutional memory — not a chat archive
Decision log · Timeline
Oct 2026
Annual distribution policy affirmed
Board of trustees reaffirmed the 4% guideline with carve-outs for education and health. Linked to policy memo in vault.
Jun 2026
Lake House moved under HoldCo
Title transfer completed; entity map and deed packet updated. Counsel and CPA both marked present.
Jan 2026
Next-gen rehearsal program started
Heir playbook “Trustee readiness” opened for two adult children. Progress shared with estate counsel.
Pricing
Planned tiers for the house.
Clear, calm pricing for households and family-office-light setups. Final numbers may change before launch.
Planned pricing · subject to change
Household
Household
$99/mo
or $990 / year
- 1 household
- Vault
- Entity map
- 2 advisor seats
- Basic heir playbook
Family Office Lite
Family Office Lite
$299/mo
or $2,990 / year
- Multi-entity structures
- Unlimited advisors
- Full heir rehearsal
- Decision log
- Priority support
Private
Private
$999/mo
or custom annual
- Multi-family / complex structures
- White-glove onboarding
- Dedicated success
- Everything in Family Office Lite
- Custom workflows as needed
Advisor seats as a broader B2B add-on may arrive later — owners remain the product’s center.
Early access
Join the Continuum waitlist.
Tell us who you are. We’ll reach out as private previews open. No spam, no fake scarcity.
You’re on the list.
Thank you. We’ll be in touch as Continuum opens private previews. No portfolio spam — just product updates that matter.
FAQ
Straight answers.
No theater. Continuum is software for organizing family wealth information — not a broker, not a bank, not investment advice.
No. Continuum is software for organizing family wealth information — documents, entities, advisors, heir readiness, and decisions. It is not a broker-dealer, not a registered investment adviser, and not a place to trade securities. Markets and portfolio charts, if present later, stay secondary.
Ultra-high-net-worth households, family-office-light owners, and busy entrepreneurs who already have trusts, LLCs, and properties — and need one calm system to hold the structure, the people, and the memory.
Yes. Advisor invites are a core wedge. You stay the principal; advisors receive scoped access appropriate to their role. Broader advisor-seat packaging may expand later.
A planned concept for rare situations when designated people need temporary access to critical documents or instructions — with auditability and clear rules. Exact mechanics will be published before launch; nothing here is a promise of a specific legal instrument.
No. The tiers shown are planned pricing and subject to change before general availability. Waitlist members will hear before anything is charged.
Launch timing is TBD. We’re building carefully. The waitlist is the honest signal — private previews first, then wider access.