Family office wealth platform / 2026
Black Card↗
A clear view of a complex financial world.
Black Card↗
bcA CLEARER VIEW.
BLACK CARDPRIVATE WEALTH
The whole picture.
One trusted view.PRODUCT IDENTITY / ILLUSTRATION
One trusted view.PRODUCT IDENTITY / ILLUSTRATION
01 / THE CHALLENGE
Family wealth spans people, assets, entities, and reporting periods. A member experience is only useful when the numbers behind it can be trusted.
02 / THE PRODUCT PRINCIPLE
Trust begins before the dashboard.
Every number a member sees comes from a closed, approved reporting period. The member app sits on top of an accounting-grade back office, rather than calculating a fresh version of the truth on the fly.
03 / WHAT IT DOES
- 01
Member app and family dashboard, with workspaces for accountants, asset managers, and leadership.
- 02
A grounded Wealth Assistant uses text-to-SQL over family data, fenced by row-level security.
- 03
An original design system uses cool-slate neutrals, a restrained indigo accent, and tabular numbers for money.
01
Close the period
02
Approve the numbers
03
Publish a trusted view
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