For Single & Multi-Family Offices

The private operating system
your family office is missing

One daily brief. Every obligation, deadline, and exception across your entities, trusts, and service providers. No spreadsheets. No guesswork. Just clarity.

Daily Executive Brief
Everything you need to know.
Nothing you don't.
Every morning, Sentria delivers a concise operating brief tailored to your family office. Priorities surface automatically. Noise stays out.
Morning Brief
March 8, 2026
Overdue: Hartford umbrella policy renewal expired 3 days ago. No confirmation from broker.
Due this week: Capital call notice from Sequoia Fund VII. $1.2M due by Friday. Approval needed.
Changed: Estate attorney updated trust amendment. New version uploaded yesterday, awaiting review.
Resolved: Q4 K-1s received from all three LP positions. Tax team notified.
Capabilities
One control layer across
everything that matters
01
Obligation Tracking
Insurance renewals, capital calls, distributions, regulatory filings, trust deadlines. Every obligation tracked, every deadline surfaced before it's missed.
02
Exception Detection
Anomalous vendor invoices, unusual expense patterns, missing documents, overdue items. Sentria flags what's wrong so you can act before it escalates.
03
Approvals Queue
Pending wire approvals, document sign-offs, vendor authorizations. One queue for everything that needs a decision from principals or staff.
04
Document Ingestion
Upload or forward documents. Sentria extracts dates, entities, obligations, and action items automatically. No manual data entry required.
05
Governance Calendar
Board meetings, family council sessions, trust reviews, annual compliance checkpoints. Automatically prepared and tracked across all entities.
06
Audit Trail
Every action logged. Every decision recorded. Every document versioned. A defensible record of operations for compliance, governance, and peace of mind.
The Reality
Family offices are running
on memory and email
Existing platforms focus on portfolio analytics and investment reporting. But the daily operational complexity, the deadlines, obligations, vendor follow-ups, and governance requirements, lives in spreadsheets and someone's head. One person leaves, and institutional knowledge walks out the door.
42%
of family offices still rely on spreadsheets for operations
33%
manually aggregate financial data across entities
10,000+
new UHNW households formed annually, each needing operational infrastructure
Built for Discretion
Trust is the architecture,
not a feature
&shield;
Privacy-First
Your data is yours. Encrypted at rest and in transit. No third-party analytics. No data monetization. Ever.
⊕
Role-Based Access
Principals, staff, and advisors see exactly what they need. Nothing more. Granular permissions across every entity.
✓
Audit-Ready
Complete action log with timestamps, user attribution, and document versioning. Built for compliance review.
◊
No Advisory
Sentria tracks operations, not investments. No investment advice, no tax guidance, no legal counsel. Pure operational infrastructure.
Operational Calm

Stop wondering
what you missed

Sentria replaces the anxiety of fragmented operations with the confidence of a single, authoritative daily view. Every obligation tracked. Every exception surfaced. Every approval queued. So you can focus on what actually matters.