Family Wealth Management Platform

    RyzUp Sheets for Family Offices

    Centralize complex family wealth management—right inside Google Sheets.

    Bring portfolio accounting, liquidity planning, and legacy reporting into one AI-powered, collaborative workspace.

    The Family Office Challenge

    Diverse Asset Classes

    Public equities, private equity, real estate, fixed income, and alternative investments all live in different systems.

    Multi-Entity Consolidation

    Multiple family trusts, holding companies, and SPVs require manual data pulls and painful roll-ups each month.

    Liquidity & Distribution Planning

    Balancing day-to-day cash needs against long-term capital commitments takes constant scenario modeling.

    Succession & Governance Reporting

    Next-gen members, trustees, and external advisors demand clear, compliant reports—customized to each entity.

    Confidential Collaboration

    Sensitive financial data must be shared securely with select stakeholders, without version chaos.

    What RyzUp Sheets Unlocks for Family Offices

    Unified Multi-Entity Rollups

    Sync Xero or manual imports for every trust, SPV, and operating company—then view consolidated P&L, balance sheets, and cash flows in seconds.

    Portfolio & Liquidity Dashboards

    Track asset-class performance and net liquidity side by side. Auto-generate cash-on-hand forecasts and distribution schedules with AI-driven models.

    Scenario-Driven Distribution Modeling

    Test dividend or draw-down strategies—run "what-if" analyses for capital calls, debt repayments, or legacy gifts, all within your sheet.

    Custom Compliance & Governance Reports

    Build templated board packs, audit-ready statements, and trustee summaries. Standardize formats across entities and export polished PDFs or slide decks.

    Secure, Role-Based Access

    Invite family members, legal counsel, and external managers with tailored permissions. RyzUp's audit trail logs every change for full transparency.

    Key Family Office Use Cases

    Monthly Consolidated Reporting

    Roll up multiple entities into one live dashboard—no manual copy-pasting or fragmented files.

    Quarterly Distribution Planning

    Model capital distributions, let RyzUp flag cash shortfalls, and ensure compliance with trust agreements.

    Investment Performance Analysis

    Compare returns across public, private, and alternative assets; visualize IRR, MOIC, and risk metrics.

    Tax & Regulatory Prep

    Generate trial balances and schedule detail for year-end tax filings, automatically formatted to local standards.

    Succession Scenario Modeling

    Forecast generational handover impacts on cash flow, ownership dilution, and governance fees over a 10-year horizon.

    Why Family Offices Choose RyzUp Sheets

    All-In-One Platform

    Replace fragmented templates and manual processes with one AI-automated solution.

    Scalable & Flexible

    Handles dozens of entities and asset classes without slowdowns.

    Data Confidence

    AI-validated formulas and live Xero/Xero-compatible sync eliminate manual errors.

    Secure Collaboration

    Google Sheets security plus RyzUp's audit logs ensure peace of mind.

    Next-Gen Ready

    Give trustees and heirs real-time visibility into the family's financial legacy.

    Ready to modernize your family office operations?