A family's affairs, held in confidence and in order.
Entities, advisers, mandates, and statements spread across inboxes, spreadsheets, and separate ledgers. Each question from the family begins with someone assembling the answer by hand.
One record per family.
The family, its entities, its advisers, and each instruction between them, on one foundation. The office answers from the record, and the answer is the same whoever gives it.
For the family, and for the office that serves it.
One record per family.
- Relationships
Every family member, entity, and adviser on one record, with each meeting and instruction kept against it.
Zoho CRM Plus - Mandates
Agreements signed with the signer verified, and filed where the family's record already is.
Zoho Sign
- Entities
Each entity on its own ledger, with e-Invoices issued for the fees it bills.
Zoho Books - Automation
Reminders, approvals, and hand-offs run by workflows built into the suite.
Zoho One - Discretion
Each person seeing only what their role allows, decided once in one directory with one sign-in.
Zoho One
What a family office runs on.
The whole office on one licence and one directory: every employee, every application, and one sign-in that decides who sees what.
See the platform →
Families, entities, and advisers on one record, with every meeting, instruction, and follow-up kept against the family it concerns.
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Each entity on its own organisation and its own ledger, with LHDN e-Invoicing for the fees it bills.
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Mandates and agreements signed with the signer verified by email, SMS, or WhatsApp one-time code, then filed against the family’s record.
See the platform →
Mail on the office's own domain, with files, documents, and meetings under one login.
See the platform →Delivered to a family office.
A family office, on Zoho One
A Malaysian family office moved its whole team onto Zoho One, with every employee licensed. Its records were migrated, its processes configured from a written requirements definition, and eight days of custom automation built into the suite before go-live.
A defined first engagement. Then it is held.
The Systems Suite
CRM, Workplace, and Books in ten business days, with a day of training and thirty days of support after go-live.
See the scope →After go-liveCARE
Guaranteed response times and Zoho-certified support, so the people who built the system stay with it after go-live.
See the plans →The e-Invoice pointThe e-Invoice threshold changed. Ten rules that many Malaysian businesses still miss
The exemption threshold is now RM3 million, and the rules above it still catch offices that thought they were covered.
Read it in In the Loop →Discretion is a system, not a habit.
Who may see what is decided once, enforced everywhere, and recorded, so confidentiality survives the next hire.
Tell us what you look after.
Start with the question that takes longest to answer.
Or chart your position first, on your own →