Software for lawyers and family offices to structure holdings and succession — turning a daunting subject into a calm, premium experience.
Estate and holding planning is complex, emotional, and opaque. Clients freeze, decisions slip for years, and the firm looks like paperwork instead of counsel.
Structures, entities, and scenarios overwhelm the client — so the conversation ends before it starts.
A legal memo does not calm a family. Without clarity and a shared view, trust never forms.
No way to model outcomes or see the plan means clients defer — for years — and the firm loses the work.
Every screen is real and running in production today.
Build entities, layers, and ownership as a clear diagram the client can actually understand.
See it liveCompare succession scenarios and their consequences — turning a scary decision into an informed one.
See it liveProduce the structured documents from the plan — on your firm brand, ready to review.
See it liveThe family and the firm see the same clear picture — the trust that moves succession forward.
See it livePatrimonial is a real, running platform for succession and family holdings. It is the kind of product we build — and operate — so a firm looks like premium counsel, not paperwork.
An AI-native studio that builds your whole product and keeps it running — so you look like the category leader.
Our in-house build engine ships in weeks, at studio cost — not the months and five figures agencies quote.
Your brand, your domain, your data — built to be owned, not rented from someone else's walled garden.
We don't hand off and vanish. We build it, ship it, and keep it running as you grow.
See Patrimonial live, then book 20 minutes to map it to your firm.