Jouw Vermogen,
Jouw Regels!

No Bank,
But Better!

Expertise,
over Loyalty!

Redefining,
Transparency!

Self-Directed,
Investing!

Because You,
Deserve Better!

Private Wealth Management without millions to start.

Get in control with your Digital Family Office now.

  Free 14-days trial    No credit card   Instant setup

Your Wealth,
Your Rules!

No Bank,
But Better!

Expertise,
over Loyalty!

Redefining,
Transparency!

Self-Directed,
Investing!

Because You,
Deserve Better!

Private Wealth Management without millions to start. Get in control with your Digital Family Office now.

 Free 14-days trial  
 No credit card 
 Instant setup

The time of Private Banking is over,

It’s time to build your own Digital Family Office.

  • Making Wealth Managment Simple & Fun.
  • 24/7 Mentoring, wherever you are.
  • Risk Tools based on data, no vague advice.
  • Plan your Wealth for Multiple Generations.
  • Be like the Ultra rich at a fraction of the cost.

The time of Private Banking is over,

It’s time to build your own Digital Family Office.

  • Making Wealth Managment Simple & Fun.
  • 24/7 Mentoring, wherever you are.
  • Risk Tools based on data, no vague advice.
  • Plan your Wealth for Multiple Generations.
  • Be like the Ultra rich at a fraction of the cost.

Private Banking Was Great If You Were Born in 1937.
Now, it's time for change!

Your Digital Family Office

Workspace

Four Modules. One Workspace. Your Pace.

Module 1.
Awerness

Understand your behavior with money. Build habits. Start with clarity.

Module 2.
Education

Learn by doing. Build skills to become a confident, self-directed investor.

Module 3.
Planocation

Build your plan. Know where you are, where you're going, and who’s coming with you.

Module 4.
Implementation

Turn plans into action. Automate what works. Adapt when life changes.

  • 1:1 Mentor session

  • Your Wealth Roadmap

  • Free online classes

  • 40+ classes & tools

  • Practice real investing

  • Get your SDI license

  • Wealth Reporting
  • Risk & Asset allocation
  • Wealth planning
  • Rebalancing
  • Structuring
  • Tax-smart strategies
* You are curious. Thats great, curiousity is the first step towards...... bal bla bla. We encourgage you to read the small letters. In our small letters we have put little treasuers! At most places its where the dog shit is wraped in cat shit. But as you read this  we reward you with this code thierty percent discount the Education Module.
Stay up-to-date

Free Webinars:

* You are curious. Thats great, curiousity is the first step towards...... bal bla bla. We encourgage you to read the small letters. In our small letters we have put little treasuers! At most places its where the dog shit is wraped in cat shit. But as you read this  we reward you with this code thierty percent discount the Education Module.

Private Banking Was Great If You Were Born in 1937.
Now, it's time for change!

Your Digital Family Office

Workspace

Four Blocks. One Workspace. Your Pace.

Block 1.
Awerness

We believe Behavior is as essential as numbers in wealth planning. We spark awareness, build lasting habits, and guide your journey with mentoring—helping you grow confidently, step by step.

Block 2.
Education

Most people manage fear, not wealth. Our platform blends interactive videos and tools to build real skills for becoming a confident, self-directed investor—through practice.

Block 3.
Planocation

Once confident, plan your Wealth-Trip: create an overview of where you are, where you’re going, and how to get there—plus who joins and what keeps you committed.

Block 4.
Implementation

Now you’re executing—implementing your plan when ready. Your mentor stays close, as change is constant. Plans adapt, bumps appear, but autopilot keeps you steady when the journey flows.

* You are curious. Thats great, curiousity is the first step towards...... bal bla bla. We encourgage you to read the small letters. In our small letters we have put little treasuers! At most places its where the dog shit is wraped in cat shit. But as you read this  we reward you with this code thierty percent discount the Education Module.

For who its for?

Everyone is different, no situation is the same. But there are common situations... 

HENRY's

High Earners Not Rich Yet
Tomorrow Starts Today, Get prepared now.

Financial Super Hero's

You want to be the know-it all. You want to talk like the ultra-rich.

Expectator

Grewing up in a Rich-family but have no any idea what Wealth means?

The Monarch

You are not your wealth. Your are not the rising generation. Get yourself and Nxt. Gen. ready!

How Big Banks make Big Money:

The Interacive Calculator

We dont like, nor we can to compare us to them. But we know, our clients do!
Experience level of Service is subjective. But Prices are not!
Paying up to 1.5% per year on a ‘neutral’ portfolio that averages 6% gross means giving up 25% of your returns—before taxes. And after all that, many investors still feel lost. So what’s the real ROI of this advice? Maybe it’s time to ask: are people seeking advice… or awareness? 

You are not alone:

Praktijkvoorbeelden:

De STAK

Stichting Administratiekantoor

De familie De Wit bezit een fabriek met miljoenen aan waarde, maar beperkte liquide middelen. Alles staat op naam van vader. Met drie kinderen in de 20 en 30 én geen afspraken over eigendom of opvolging, lopen de spanningen op zodra vader aan stoppen denkt. Verkopen wil niemand, en verdelen is lastig — het bedrijf laat zich niet opsplitsen.
Er wordt gekozen voor een STAK. De fabriek gaat in de stichting, certificaten worden met gebruik van de BOR geschonken aan de kinderen. Vader behoudt het stemrecht zolang hij dat nodig acht. Een bekende, fiscaal efficiënte route — voor de fiscalist en notaris standaardwerk.
Een goed statuut anticipeert op verandering — zónder dat het schip onbestuurbaar wordt door te veel kapiteins. Zo ontstaat overzicht, rust en richting. Geen losse beloften meer, maar duidelijke afspraken over eigendom, zeggenschap en toekomst.
Maar juist in het opstellen van de statuten lopen de echte uitdagingen op. Familiedynamiek vertroebelt al snel rationele beslissingen. Want 'eerlijk' betekent voor iedereen iets anders. En vaak ontbreekt er kennis waardoor keuzes nog meer met de onderbuik worden genomen ipv het hoofd.
Een proces wat vaak onderschat wordt. In onze gratis Masterclass informeren we je gaag meer.

Bedrijf verkocht en nu?

Het begrijpen en bewust allocaren van 'Risico's.

De familie Grootgeld heeft onlangs hun familie bedrijf verkocht voor een aantal miljoen. Nu is het de vraag, wie en hoe kunnen hiervan eten?
Het vermogen zat voorheen in het familiebedrijf. Het was een vertrouwde investering waar vele zich op hun gemak bij voelde. Echter, nu het bedrijf verkocht is, is het vermogen liquide geworden en zal er elders geinvestterd moeten worden.
Deze Investeringen voelen bijna altijd ongemakkelijk aan. Omdat het nieuw is, omdat het niet tastbaar is..... 


Latest from our blog

Be loyal to your Future

Not to ego's on a 'free' golf-tournament

Traditional
Private Banking
 Min. Investment of $500K  
 Limited Risk Mangement
 Just small talk
 No Education
 No Structuring
 No Philantropy
 No Legal Services
 No Assistent
Min: $10K annually
For who?
Overly Loyal people who dont like change and love to pay to much for debatable service!
Digital
Family Office

No Investment Requirements  
Institutional Grade Risk Mgm.
Personal Buddy/Mentor
Best in Class Online Education
Basis: Wealth Structuring
Basic: Philantropy
Limited Legal Service
Limited Lifestyle Assistent
Min: 1k annually
For who?
Digital Minded people who are ready to take control Competitive pricing that suits anyone.
Traditional
Multi Family Office 

Net worth of min ~$50m.  
Institutional Grade Risk Mgm.
Ex. Investment Banker
Tailored: Education program
Tailored: Wealth Structuring
Tailored: Philantropy 
Inhouse Legal 
Inhouse Assistant
Min: $50K annually
For who?
People with at least 25$ and dont mind to pay extra for tailor made soluitons

Choose your plan

Easy as one, two, three
  Free 14-days trial    No credit card   Instant setup.

Essential

$299/once
  • Mentoring 
  • Wingman Blocks
  • 15 min Wingman Intake
  • 2 x 20 min Wingman blocks
  •  
  • 1. Foundation
  • Education Block
  • 25 Interactive Online Classes
  • Certificate of Completion

Core

$999/once
  • Mentoring
  • Wingman Blocks
  • 30 min Wingman Intake
  • 6 x 20 min Wingman blocks
  •  
  • 1. Foundation
  • Education Block
  • 25 Interactive Online Classes
  • Certificate of Completion
  •  
  • 2. Planocation
  • Wealth Management Block
  • Wealth Planning
  • Risk Optimazation

Generational

$4999/once
  • Mentoring 

  • Wingman Blocks
  • 60 min Wingman Intake
  • 12 x 20 min Wingman blocks
  •  
  • 1. Foundation
  • Education Block
  • 25 Interactive Online Classes
  • Certificate of Completion
  •  
  • 2. Planocation
  • Wealth Management Block
  • Wealth Planning
  • Risk Optimazation
  • Tax Filling
  • Estate Planning
  •  
  • 3. Implementation
  • Customization
  • Realization 
  • Actualization
  • Four Extra Preparation's

We all hate overpaying. Except, in Private Banking.
Now, it's time for change.

Your Digital Family Office

Pricing

Don't pay, what you don't need.

Block 1.
Awerness

Only

$0/forever

  • 1 - Week Program
  • Free – Private Workspace
  • Free - 1 x Mentor Block
  • Free - Wealth Road-Map
  • Free - Webinars
  • Free - 2 x Online Classes
  • Free - Risk Analysis

Block 2.
Education

Only

$499/once

  • 3 Month Program
  • 3 x Mentor Block
  • > 40 Online Classes
  • > 25 Interactive Calculators
  • Ambassador mode
  • Get your SDI - Licence

Block 3.
Planocation

Only

$999/once

  • 6 Month Program
  • 6 x Mentor Block
  • Wealth Planning Platform
  • Risk Planning & Allocation
  • Wealth Planning
  • Yearly Live event

Block 4.
Implementation

Only

$2499/once

  • 12 Month Program
  • 12 x Mentor Block
  • Rebalancing
  • Estate Planning
  • Wealth Structuring
  • Tax Integration
* You are curious. Thats great, curiousity is the first step towards...... bal bla bla. We encourgage you to read the small letters. In our small letters we have put little treasuers! At most places its where the dog shit is wraped in cat shit. But as you read this  we reward you with this code thierty percent discount the Education Module.

Pricing of your:

Digital Family Office

The Value has to be bigger than the absolute Cost.

Generational Program
 Starting at $99/month

Generational

24 month Program
All Four Blocks
Business hours Mentor Availability
3 x Extra Mentor Blocks
1 x Education Only Give away
Reward for Life
No auto-renewal, no need to cancel

Generational Plus

36 month Program
All Four Blocks
24/7 Mentor Availability
6 x Extra Mentor Blocks

4 x Education Only Give away
A personalized Legacy Framework
Excusive: TradingBynk Access
No auto-renewal, no need to cancel.



* You are curious. Thats great, curiousity is the first step towards...... bal bla bla. We encourgage you to read the small letters. In our small letters we have put little treasuers! At most places its where the dog shit is wraped in cat shit. But as you read this  we reward you with this code thierty percent discount the Education Module.

Frequently asked questions

For Who is Digital Family Office?

FAQ 1 description

FAQ 2 title

FAQ 2 description

FAQ 3 title

FAQ 3 description
Private Wealth Management

That fits everyone

  Free 14-days trial    No credit card   Instant setup.

We believe proper Wealth Management should not only be available to the Ultra-Rich. It should be availabe to everyone!
On average people spend 0.64% of their Net Worth to contstruct their Family Office.
Write your awesome label here.

The 4 Roadmap 'blocks' to become a:

Financial Super Hero

Step 1:
Mentoring

Step 2:
Education

Step 3:
Planocation

Step 4:
Actualization

1. Wingman Blocks

Why you need this?
We love technology, but we know real human guidance can’t be replaced by AI (yet). That’s why our mentors are with you through the whole process. Just like learning to drive, you need someone beside you to make sure you don’t crash at the first corner.

What is it?
Wingman blocks are 30-minute 'Teams' sessions designed to provide versatile assistance for all your needs. Planned when and where it fits your agenda!
Write your awesome label here.

Tutoring

Need clarity on your portfolio or ETFs? A Wingman Block provides practical guidance to help you understand your investments and build confidence in managing your wealth.

Coaching

Want to structure your finances better? Use a Wingman Block to explore strategies for building your digital family office and making informed decisions with clarity.

Second-Opinion

Considering a new investment or advisor? A Wingman Block offers an independent perspective—helping you verify financial decisions without pressure or bias.

Crisis Call

Dealing with a financial challenge or question? A Wingman Block offers quick, composed support so you can resolve issues and regain control fast.

4. Implement

Why you need this?
Now you are executing it—you’ll implement your plan when you’re ready! Your mentor is still there, because the only constant is change. The plan might need tweaks; some roads are bumpier than expected, others no longer open. Don’t worry, your plan is dynamic and built to adapt. And when it runs smoothly, the autopilot keeps you on track.

What is it?
Wingman blocks are 30-minute 'Teams' sessions designed to provide versatile assistance for all your needs.
Planned when and where it fits your agenda!
Write your awesome label here.

3. Planocate Wealth

When you are confident enough you can plan you first Wealth-Trip. Now you can plan your wealth by first defining where: 
- you are; Location A
- you want to go; Destination B
Route from A to B
Think about who you will bring on your journey, what are your needs to stay commited and happy.
Risk Optimazation
Wealth Summary
Wealth Forecast

Holistic Overview

Normal text.
* Don't worry it's Fake Data

Holistic Overview

* Don't worry it's Fake Data

How to allocate your 'Risk'?

Desite the fact we dont believe there is absolute Optimal allocation, because for example of pesonal consideratioins, this these institutional grade risk risk tools can help your... 

* Don't worry it's Fake Data

2. Become Smart

Why you need this?
Most people aren't managing their wealth, they’re managing their fear. By learning (and unlearning), you build the skills to deal with that. And no, it’s not just theory, it takes practice aswell. Just like obtaining your driving licence. First theory, than practice then gaining experience to become Self Directed Investor.

What is it?
Our Learning Management System is a Combination of Interacitve videos and Calculators to improve Behaviour and Quantitative Wealth Management skills.


Write your awesome label here.

1. Behavioral
Wealth Management

Why Behaviour?
Need clarity on your portfolio or ETFs? A Wingman Block provides practical guidance to help you 






2. Quantitative
Wealth Management

Need clarity on your portfolio or ETFs? A Wingman Block provides practical guidance to help you u





* Most people forget about the small letters; if you are this curious. Compare to others we have nothing to hide! IF you dont want to learn, take an overpriced Cab to take you on your journeym, also fine! 

Choose your

Digital Family Office

Easy as one, two, three
  Free 14-days trial    No credit card   Instant setup.

Free

Become an Explorer, your curiousity is the first step! The First Block is on us!

$0/forever
No payment needed at all 💪🏾

Essential

$299/once
12 month access
  • 1. Mentoring Blocks
  • 20 min Wingman Intake
  • Free Webinars
  •  
  • 2. Education Block
  • 2 x 20 min Mentor blocks
  • > 25 Interactive Classes
  • > 10 Intecactive Calculators
  • Get confident training
  • Certificate of Completion

Core

$999/once
12 month access
  • 1. Mentoring Blocks
  • 40 min Wingman Intake
  • 6 x 20 min Mentor blocks
  •  
  • 2. Education Block
  • > 25 Interactive Classes
  • > 10 Intecactive Calculators
  • Get confident training
  • Certificate of Completion
  •  
  • 3. Planocation Block
  • Wealth Planning
  • Risk Optimazation

Generational

$4999/once
36 month access
  • 1. Mentoring Blocks
  • 60 min Wingman Intake
  • 12 x 20 min Mentor blocks
  •  
  • 2. Education Block
  • > 25 Interactive Classes
  • > 10 Intecactive Calculators
  • Get confident training
  • Certificate of Completion
  •  
  • 3. Planocation Block
  • Wealth Planning
  • Risk Optimazation
  • Tax Filling
  • Estate Planning
  •  
  • 4. Implementation
  • Realization 
  • Actualization
  • Customazation*
  • 3 Extra Essentials
  • 3 Extra Essentials

How 'Expensive'
is your car|?

The Interacive Calculator

We dont like, nor we can to compare us to them. But we know, our clients do!
Experience level of Service is subjective. But Prices are not!
Paying up to 1.5% per year on a ‘neutral’ portfolio that averages 6% gross means giving up 25% of your returns—before taxes. And after all that, many investors still feel lost. So what’s the real ROI of this advice? Maybe it’s time to ask: are people seeking advice… or awareness?