Built by family-office operators

Every account.
Every owner.
One source of truth.

Family offices manage accounts scattered across a dozen institutions — and ownership scattered across a dozen relatives. Trussdee consolidates all of it into one workspace that tracks each family member's ownership of accounts, assets, and liabilities.

Join the waitlist See the modules
✓ Real-time data ✓ Fractional asset ownership ✓ Portals for every family member
trussdee.app / overview
Trussdee family-office dashboard
Total Net Worth
$142,329,814
+$2,881,848 YTD · +5.3%
Viewing as
Family · 10 members
The problem

A family's wealth lives in twenty places.
Their reporting shouldn't.

Bank accounts. Brokerages. Direct investments. A partnership your father set up in 1998. A vacation home owned 60/40 with a sibling. Today, the family office reconciles all of it in spreadsheets — and re-does the work every reporting cycle.

Trussdee consolidates accounts from Fidelity, Schwab, Chase, Vanguard, Morgan Stanley, and more into one system
The Trussdee approach

Sync once. Assign once. Every report knows the rest.

01

Automatic data sync across institutions

Connect brokerages, banks, crypto and credit accounts for real-time syncing. Add real estate for continuous value tracking through real estate data partners.

02

Assign Ownership to people, households, or entities

Tag each account once with its rightful owner — an individual, a household, or a partial-ownership group like a family LLC.

03

Every report reflects ownership automatically

Net worth, cash flow, tax exposure, performance — all rolled up to the family, or filtered down to one member's slice. Use filters to get even more granular on which accounts to include. No spreadsheets, no recalculation.

Ownership attribution

Build reporting from people up.

Most platforms model accounts not owners. Trussdee models families. Every owner, every household, every fractional share — defined once, then carried into every metric.

trussdee.app / ownership-map
Trussdee Ownership Map — trace who owns what across households, entities, and shared accounts in an interactive org chart
The workspace

One workspace that tells you everything at once.

Total, liquid, and illiquid net worth. Spending by category. Asset and liability splits. Manage capital calls. Check liquidity ratios. Track private and public incentive shares and options. Everything an FO manager opens five tabs to get — in one screen, calculated against the right people.

See the modules in action →

Manage Liquidity

Every asset and liability is marked liquid or illiquid to track potential mismatches in capital commitments or other liabilities against liquid assets.

Historical and Current Numbers

Look back at historical trends for entire portfolios compared to benchmarks, investigate detailed lot level performance for a single holding, or easily switch to current numbers and performance metrics.

Assets and Liabilities

Manage every asset and liability your family has: private shares, incentive options, capital commitments, public stocks, bonds, direct investments, private aviation jet cards, classic cars, real estate, puts/calls, and more.

Why we built Trussdee
We ran a family office on spreadsheets for years. Every reporting cycle re-did the same ownership math, and every new account broke a formula somewhere. Trussdee is what we wished existed.
EC
The team at Elk Crest Family-office operators · Founders, Trussdee
Get early access

Join the Trussdee waitlist.

We're onboarding a small group of family offices for the beta. Tell us a little about your team and we'll be in touch.

What you get in the beta Early access to all reporting modules, hands-on onboarding from the founding team, and an open line to shape what we build next.
We'll only use this to follow up about Trussdee.