Family-office-grade planning for high-income families
X1 delivers the planning layer: governance, document intelligence, and decision memory that makes professional execution easier— without taking over execution itself.
The planning layer most families never get
This is the coordination OS: insight, governance, and clean handoffs that make advisors and attorneys faster.
Pulse: family CFO loop
Weekly signal, 1-2 actions, and clear handoffs so decisions stay alive.
Governance and legacy
Family constitution, mission, and decision rules that keep wealth aligned.
Document-to-fact automation
Vault uploads translate into searchable, shareable facts with reminders.
Advisor-ready handoffs
Packets, reviews, and consent-aware sharing for CPA and attorney workflows.
What we do (and what we never claim)
X1 is not a staffed VFO. We stay in the planning lane so your professionals can execute with better context.
Choose your entry point
Start with a free governance brief or jump straight into the planning OS.
Family Constitution Starter
10-minute governance brief that previews your blueprint.
Start the starterAdvisor Workspace
Provision clients into the planning OS while you run firm operations.
See advisor details