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🏦FinanceSaaSHard
FamilyOffice Light
Simple dashboard for tracking trusts, taxes, and estate docs with anomaly alerts
Revenue Potential
$10,000 - $70,000/month
Time to Launch
8-12 weeks
Target Audience
Mass Affluent ($1M-$10M Net Worth)
The Opportunity "Family Offices" manage the mega-rich ($100M+). The "merely rich" (Doctors, SMB owners) have complex assets but handle them via messy email chains with CPAs and lawyers.
The Problem Documents are everywhere. Deadlines (Tax filings, Trust renewals) are missed. Net worth tracking is manual.
Your Solution: FamilyOffice Light A centralized command center. It doesn't replace the CPA, it organizes them. It stores the Truth: Wills, Deeds, K-1s, and Insurance policies, with automated reminders for renewals.
MVP Scope
- Document Vault (tagged by entity/person)
- Net Worth aggregator (Manual + API)
- "Key Dates" Calendar (Taxes, Renewals)
- Permissioned sharing (Give CPA read access to "Tax Folder")
Key Features
- Multi-entity document vault
- Compliance calendar & reminders
- Net worth simulation
- CPA/Lawyer guest access portals
- Insurance gap analyzer
- Encrypted storage
Tech Stack
Next.jsTypeScriptPostgreSQLEncryptionRBAC
Get FamilyOffice Light
Choose your package
- Everything in Idea
- Detailed AI prompt
- Works with Claude/GPT
- Customization guide
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