Trusts, holding companies, operating businesses, real estate vehicles - spread across attorneys, CPAs, trustees, and three generations of family members. Strata G is the layer where all of them work from the same record.
If you've ever spent a Friday afternoon reconciling a single trust amendment across three advisors, this is for you.
EINs, registered agent credentials, and account references encrypted at the field level. Encryption key separate from the database. Defensible posture.
Role-scoped access for attorneys, CPAs, trustees, and family members. Each advisor sees what they should - and nothing they shouldn't.
Trustee resolutions, beneficiary acknowledgments, distribution authorizations, board minutes - templated, pre-filled, and stored on the entity record.
Every read, write, and governance action timestamped and attributed. Daily audit-readiness, not a quarterly fire drill.
Trusts, holdcos, operating entities, ownership percentages, and the rationale for each branch. Onboard the next generation in an afternoon.
Annual reports, franchise taxes, registered agent renewals across every entity in the family stack. Office-side calendar, with alerts that route to the right advisor.
Multigenerational structures vary too widely for a list price. Pricing is built to your structure, your advisor count, and your governance cadence.
Strata G runs on a SOC 2-aligned infrastructure with field-level AES-256-GCM encryption on sensitive fields (EINs, registered agent credentials, account references). The encryption key is held separately from the database, so even a database breach yields ciphertext rather than plaintext. Full security write-up available on request under NDA.
Yes - that's a core design assumption. Role-based access scopes what each advisor sees: the trust attorney sees the trust documents and amendments; the CPA sees tax treatment and K-1s; the trustee sees governance records and distribution authorizations; family members see only what the office decides they should see. Audit logs capture every access.
Custom-tier engagements include API access and integration support for the systems already in your stack - QuickBooks Enterprise, Sage Intacct, Addepar, and bespoke RIA reporting platforms. We're the entity-management layer that sits next to those, not a replacement.
The visual entity map is built specifically for that conversation. Each branch can carry annotations explaining the structural rationale - why this trust, why this jurisdiction, why this governance arrangement. New family members can be granted scoped read access that introduces the structure without exposing operational data they shouldn't see yet.
Discovery call first - 30 minutes to understand the structure. If there's a fit, a dedicated implementation team migrates entity records, governance documents, and historical filings. Most offices are fully live within 30–60 days, depending on complexity and document state.
30-minute discovery call. We learn your structure first - then we talk about whether we're a fit. No pitch deck.