Manufacturing & Quality Blueprint
Family cash needs rarely follow a predictable calendar — tuition, philanthropy, tax payments, and lifestyle spending all compete for the same pool of capital, and most offices still plan around them with a static annual budget. The Cash Flow Planning Agent continuously analyzes income, spending, and upcoming obligations to keep the family's cash plan current and actionable all year round.
Designed for
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Cash Plan — FY26
Live monitoring
OBLIGATIONS TRACKED
64 across 4 entities
DATA SOURCES
Custodians · Ledger · Tax calendar
CASH POSITION
On track — no shortfall
Why now
Static annual budgets go stale the moment a major expense or windfall shifts the picture, and most offices only revisit them once a year. As family spending grows more complex across generations and entities, continuous planning is replacing the once-a-year budget.
Measured against planning outcomes
Planning cash flow well isn't just about avoiding a shortfall — it's about knowing the family's true position at any moment. The Cash Flow Planning Agent delivers measurable improvement across your full cash cycle.
65
%
faster identification of upcoming cash shortfalls
50
%
reduction in manual budget reconciliation
30
%
reduction in unplanned short-term borrowing
35
%
improvement in planning team throughput
What changes for your office
By continuously monitoring income, spending, and obligations, family offices move from a once-a-year budget to a living cash flow plan.
Continuously monitor income, spending, and obligations to flag cash needs months before they're actually due.
Smarter spending decisions
Surface exactly how a major expense or gift will affect the family's cash position before it's committed to.
Better use of planning team time
Free financial planners from manual budget rebuilding so they can focus on strategy and family conversations.
Stronger planning confidence
Maintain a clear, real-time view of the family's cash position across every entity and account, ready for the next planning conversation.
Smarter Workspace
