Templates · Family offices

Multi-generational governance, branch by branch.

For single-family offices, multi-family offices, and embedded family-office structures. Investment committee decisions on the record, branches kept aligned, the institutional knowledge that runs the family preserved across generations. The governance layer alongside the portfolio system you already have.

Quick answer

EnDAO is the decision and governance layer for family offices — not a portfolio aggregator, custodian, or accounting platform. Investment committee approvals, branch distributions, multi-generational alignment work, and succession of institutional knowledge are recorded on an append-only ledger that outlives any individual on the team. EnDAO runs alongside your existing wealth-management systems: Addepar, Masttro, or Asora handle the portfolio data; EnDAO holds the decisions behind it.

What this looks like

A page from one family office’s decision ledger.

Hennessey Family Office · 5 principals

Q1 2026
Jan 18Q2 allocation rebalance · approved by committee−$2,400,000.00
Feb 09Capital call · alternatives sleeve−$850,000.00
Mar 04Distribution · East branch generation 3−$320,000.00
Mar 22Realized gains · public equity portfolio+$1,180,000.00

Where the record breaks

Investment committees decide. Email keeps the record.

Family offices have spent two decades professionalizing portfolio aggregation, reconciliation, and reporting. The decisions behind those numbers — investment committee approvals, branch-level distributions, generational alignment work, succession of institutional knowledge — still live in inboxes, board books, and the COO’s head. EnDAO is the ledger for those decisions, designed to outlive any individual on the team.

What goes wrong

  • Investment committee approvals exchanged over email; no defensible record 10 years on
  • Branches want their own visibility without exposing peer-branch detail
  • Multi-generational alignment work happens at the dinner table, not on a record
  • When the COO retires, two decades of institutional knowledge retire with them
  • Records that may matter to an IRS audit or a future family dispute live in scattered systems

What EnDAO does

  • Committee approvals captured as decisions with vote-by-vote attribution
  • Branch scopes with their own visibility; family-level scope sees the rollup
  • Generational governance recorded — patriarch/matriarch intent, next-gen voice, all on the ledger
  • Append-only record that the next COO inherits intact
  • Exportable decision history defensible in a 20-year horizon

What’s built in

The things every family office needs, already there.

Shared ledger

Every contribution, every spend, every approval recorded once and visible to all members.

Decision thresholds

Set what fraction of members must approve before money moves. Change it any time with the same vote.

Membership records

Who is in the group, when they joined, what they contributed. Members can leave; the record remains.

Notifications

When a decision needs you, when a contribution arrives, when a transaction is approved.

Works for

All kinds of family-office structures.

  • Single-family offices (SFO)
  • Multi-family offices (MFO)
  • Embedded family offices (inside an operating company)
  • Virtual family offices (coordinated advisor network)
  • Principal-only offices
  • Next-generation-led offices
  • Branch / lineage offices
  • Family investment councils

Common questions

Questions family offices ask first.

Does this replace our portfolio admin system?
No, and it doesn’t try to. Custodian feeds, portfolio aggregation, and portfolio-level performance reporting stay where they are. EnDAO is the system of record for the decisions — committee approvals, branch coordination, multi-generational alignment, succession-ready institutional memory — that the portfolio system was never built to hold.
Can outside advisors, counsel, or our CIO participate without seeing the whole family’s data?
Yes. Each principal, branch, advisor, and committee can be scoped with the access level that fits their role. Outside counsel sees only the matters they’re engaged on; a branch sees its own affairs; the family-level scope sees the consolidated view.
How do branches stay independent while the family stays aligned?
Each branch operates its own group inside the family scope. Branches make their own decisions about their own affairs; family-level decisions roll up through the family group. Peer branches cannot see each other’s detail unless the family explicitly opens the visibility.
Where do investment committee minutes and approvals actually live in 20 years?
On EnDAO’s append-only lifecycle event log — every decision, every approval, every dissent recorded with timestamp and attribution. Exportable in standard formats your archive and audit obligations require. Survives any individual’s exit, any vendor migration, any generational handoff.
Will the next generation actually use it?
EnDAO is mobile-first and designed for users who never want to think about the underlying technology. The rising generation interacts with decisions and balances the same way they interact with any other modern app — without the dust of an enterprise portal.
How does EnDAO compare to Addepar, Masttro, or Asora?
Addepar, Masttro, and Asora are portfolio data platforms — aggregating custodian feeds, calculating performance, and producing reporting for principals and advisors. EnDAO is the decision layer those platforms were never built for: investment committee approvals, branch-level distributions, succession of institutional knowledge. The positioning is alongside, not instead. Many offices that describe "middleware fatigue" from stitching too many platforms together find the answer is choosing the right one for each job — EnDAO for governance, their existing platform for portfolio data.

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