Family Wealth Safeguard System

What you receive:

The system comprises three files: the Strategic User Manual pdf, the Data Entry Instructions pdf, and the 10-tab Family Wealth Safeguard spreadsheet system.

Every copy is personalised with your family name, prepared individually and delivered within 4 working days.

• Works across multiple currencies: 16 options including GBP, USD, EUR, AED, SAR, JOD and more. Contact us if you need a currency not on the list. 
• Covers all asset types: property, cash, pensions, equities, gold, crypto, business interests, vehicles, art and more.
• Calculates the real Net Realisable Value of up to 3 primary residences and 5 investment properties, in local currency, after all costs and disposal tax.
• Built-in CGT calculators for UK and US assets: every rate is an input you control, so it works for any jurisdiction.
• 12-month cashflow forecast with traffic-light status indicators.
• Automatic Risk Action Plan: flags your highest-vulnerability assets without any additional input.
• Mobility Index: the single most revealing number about your family's financial resilience.
• Fully compatible with Microsoft Excel and Google Sheets.
• Direct email support available.

Founding Member price: £89 - available until 31st May 2026. Standard price from 1st June: £120.