Estorios

The family office command center

Everything a family owns, in one picture.

Estorios is an intelligence layer over the systems a family already runs. It reads what they produce, connects it to who owns what, and explains what needs attention. Follow the route, or click anywhere in the picture.

Bank activityevery accountBrokerage statementsstocks · funds · bondsThe booksyour accounting systemPrivate investmentscalls · distributionsRoyalty statementsoil · gas · mineralsLeases and agreementswhat was promisedLender statementsbalance · rateK-1s and tax returnsthe tax paperDeal teaserswhat is offeredThe familyFamily trustHoldings LLCPrivate investmentOperating companyProperty LLCBank accountWhat needs you todayWhat the family is worthCash, books and debtTax and estateWhat is comingDeals and opportunitiesReports and decksGovernance and the record
Swipe sideways · each stop brings its route into view