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.