A private platform for family offices and high-net-worth families. Track assets, coordinate advisors, manage governance, and keep your family's world organised — together.
Request a demoBuilt by Sublime IP — est. 1995
Kept replaces the scattered spreadsheets, shared drives, and email chains with a single, private workspace designed around how families manage what matters.
Maintain a living record of family members, advisors, and key contacts. Map relationships with an interactive family tree, preserve family history, and keep shared photos in one place.
Track properties, investments, vehicles, and collectibles across the family. See what you own, where it's held, and how it's structured — all from a single dashboard.
Connect bank accounts, monitor credit cards, and track subscriptions in one view. Stay on top of family finances without chasing statements from a dozen institutions.
Map trusts, companies, foundations, and other vehicles that make up your family's structure. Understand who controls what, and how assets flow between entities.
Manage insurance, distributions, tax obligations, estate planning, and family policies. Track compliance deadlines and keep governance documentation current and accessible.
A shared calendar, task management, noticeboard, and resolution tracking keeps the family and its advisors aligned. Schedule meetups and make decisions without the back-and-forth.
Whether you're a single family managing a growing portfolio or a multi-generational office with complex structures, Kept scales to fit your needs.
Interested in Kept for your family or family office? Tell us a little about yourself and we'll arrange a private walkthrough.