For family offices and complex families

The intelligence layer for complex family wealth.

Families do not wake up wanting accounting software. They want answers — across every trust, entity, property and account, with the source record behind every number.

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BAsk BTree · Wrenfield Family Office

“Have we paid any invoice twice?”

Grouping every paid expense line by vendor and amount
Checking invoice numbers and a 30-day payment window
Rolling ledger lines up to the invoice they paid
Excluding recurring charges that repeat on a schedule

Yes, likely 2. Together that is $25,170 to recover. BTree flags these for review; it does not contact the vendor or reverse a payment.

Greenleaf Estate Gardens8 Jul · 17 Jul$18,450.00

Hollyhock Home Care4 May · 22 May$6,720.00

Each figure traces to its ledger lineRun it in the demo

From the demo. A fictional family office; figures are invented.

The problem

Complex wealth runs on fragmented software.

Trusts, LLCs, properties and portfolios each live in their own platform. None of them explain themselves together, so people do the connecting.

Ten entities, ten systems

Addepar, Sage Intacct, bill pay, banks and spreadsheets — each one right about its own slice, and silent about the rest.

People are the integration layer

Controllers and office staff re-key data, reconcile by hand and assemble a report for every family question.

Simple questions take days

“What did the beach house cost us last year, across all entities?” should take seconds. Today it takes a week and three professionals.

The gap is not another system of record. It is a layer that reads the systems families already use — and turns them into answers.

How BTree fits

One layer above the stack.

BTree sits between the family and the systems they already run. It reads them, maps every entity into one structure, and answers with the record each figure came from.

The family

Questions, decisions, approvals

BTree

Reads, reconciles, answers — and prepares the work

One entity structureAnswers with sourcesDuplicate and balance checksAn approval queue

PortfolioAddepar, Masttro

AccountingSage Intacct, QuickBooks

Bill pay and APBILL, AgilLink

Banks and documentsStatements, K-1s, invoices

Existing systems stay. BTree reads their exports today; live connections are on the roadmap.

The demo

Ask it what a principal would ask.

The demo runs BTree’s real engine over the books of a fictional family office. Pick a question; it opens in the demo with the ledger lines behind the answer.

Have we paid any invoice twice?Is any account running below its operating minimum?What is waiting for my approval?Why is travel so much higher this year?

All seven questions, and the full demo

The product

Two experiences, one system.

The same engine serves the family office with a full team and the family that has the complexity of one without the staff.

BTree Office

For established family offices

Teams already running Addepar, Sage Intacct and bill pay.

Answers across systems, an approval queue, and reporting that shows where every figure came from.

How it works

BTree Private Office

For complexity-defined families

Many entities and properties — no full-time office.

Family-office-grade operations without hiring a family office.

How it works

Trust

It prepares. You approve.

Knowing when not to act is the product. BTree drafts the work and routes it to a person; it never moves money.

01In the demo

Every answer shows its source

Each figure carries the ledger lines and documents it was computed from.

02In the demo

The numbers are calculated

Totals, reconciliations and checks are computed by deterministic code, not written by a model.

03Built, not yet switched on

Nothing risky without a person

A risky action becomes an approval with its reasons attached. BTree records the decision; it does not execute it.

How BTree earns trust

Built like a private bank, not a consumer app.

BTree is taking on a small number of design-partner family offices.

Request early access See the demo