For single family offices

Software for the single family office

Name: FLIORE
Price: 99 CHF

Updated: 22 October 2026 · Leutrim Miftaraj, FLIORE · Editorial standards · Other languages: Deutsch · Français · Español

Short answer

A single family office manages the wealth of one family – often across several companies, foundations, trusts and banks. The right software maps the whole structure down to each natural person, consolidates wealth across all levels and currencies, keeps documents and deadlines under control and provides banks with beneficial owner details at the push of a button.

The typical problem

In many single family offices, knowledge of the family structure sits in spreadsheets, emails and the heads of a few people. Every bank asks for the same details again, every tax return starts with a search for documents, and nobody sees at a glance how large the wealth across all structures really is.

This becomes a risk as soon as a key person is absent or the next generation takes over.

What FLIORE offers the single family office

Structure register: people, companies, foundations and trusts with roles, shares and history – as a list and as a chart.
Consolidated wealth with look-through across all levels, in a reporting currency of your choice, including real estate, art, yachts, aircraft and vehicles.
Performance (TWR, IRR, MOIC) and print-ready monthly reports for the family.
Document vault with automatic categorisation, validity dates and renaming on upload.
Beneficial owner details, tax residencies and identity documents – maintained once, ready for every bank request.
Tasks, deadlines and governance dates of the family, with notifications for the responsible person.

Today and with FLIORE

The comparison shows where a single family office typically gains time and security.

Working in a single family office: today and with FLIORE
Task	Typical today	With FLIORE
Family structure	organisation chart in slides	structure register with chart and history
Total wealth	spreadsheets from several bank reports	look-through consolidation in one reporting currency
Documents and deadlines	folders and email attachments	document vault with validity dates and tasks
Bank requests on beneficial owners	compiled from scratch each time	maintained once, exportable as a package
Family access	PDF by email	portal with targeted sharing

Security and confidentiality

Family data is among the most sensitive data there is. In FLIORE, the database itself separates organisations; in the portal the family sees only what has been explicitly shared. The database and documents are stored in Switzerland (Zurich region); application hosting runs on EU infrastructure. Every change is recorded in the audit trail, and sensitive actions such as deletions require a second person.

Who FLIORE fits – and who it does not

FLIORE fits single family offices with several companies, foundations or banks that want to run structure, wealth, documents and compliance in one system. If you only track a single custody account or need financial accounting, a bank portal or accounting software is the better choice; FLIORE does not replace financial accounting.

Frequently asked questions

Is FLIORE too large for a small single family office?

No. You can start with a few mandates; functions such as the portal, invoicing or bank feeds are used only when they are needed.

Can the family see its own information?

Yes, through the client portal. The family sees only what has been explicitly shared.

How does existing data get into FLIORE?

By importing structures, assets and bank statements (camt.053, MT940) and uploading existing documents.

Where is the data stored?

The database and documents are stored in Switzerland (Zurich region); application hosting runs on EU infrastructure.

Does a single family office need a FINMA licence?

If it manages only the assets of persons with whom it has economic or family ties, it is in principle exempt from the FinIA licensing requirement. The assessment depends on the individual case.

Sources

This page provides orientation and does not replace legal or tax advice. The cited legal sources in their applicable version are authoritative.

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