Your Family's Financial Operating System
A productized family office service build by families for families
Our Mission
Help families make wise financial decisions by becoming their financial operating system.
Manage Complexity
Wealth management should be simple. Families should focus on what matters most—providing value to the community and pursuing their passions—not be bogged down by the complexities of managing wealth. Unfortunately, the more assets you accumulate, the more complex things become. Weld simplifies this by:
- Offering a clear overview of your entire financial toolbox you have at your disposal to better plan ahead.
- Centralizing the tracking of personal financial accounts, small businesses, and legal entities, ensuring you have everything in one place.
- Organizing your financial and legal documents so they're easily accessible and contextually relevant when you need them.
Accounting
Taxes are rarely simple, but Weld streamlines the process. By aggregating and analyzing data across your family's financial landscape, Weld helps generate monthly and yearly reports, making it easier to plan and execute taxes efficiently. The goal? Minimize tax headaches while ensuring long-term financial efficiency.
Generational Wealth
Inheritance disputes are a common cause of family conflict and generational wealth destruction. We believe this can be avoided with thoughtful planning and organized management. Weld offers a software-first approach to estate planning, ensuring your legal structures align with your family's long-term vision for wealth preservation and distribution.
Share Access
Wealth management is not a solo journey. Whether it's with financial advisors, estate planners, or trusted family members, having the right people involved can ensure proper management of wealth over time. Weld makes it easy to securely share financial information, set permissions, and delegate specific tasks. Each person involved can access only the information they need, ensuring both transparency and control remain in your hands.
Be Part of the Community
Weld connects you with a community of like-minded individuals, families, and experts who share similar goals for managing and growing wealth. By belonging to this community, you can tap into shared knowledge, best practices, and collective wisdom that fosters a more collaborative and informed approach to managing wealth. Whether you're seeking advice, sharing experiences, or learning from others, Weld helps you feel supported on your financial journey.
