Family Offices & Private Wealth
Native automation for Microsoft Outlook. Secure wealth reporting and stakeholder communications with absolute data sovereignty.
The
Value Engine
Discover why industry leaders are moving away from generic cloud relays to local-first automation.
The Challenge
Family offices require the highest level of privacy for ultra-high-net-worth individual data.
Sending sensitive financial reports via cloud relays is a security risk.
Manual stakeholder reporting takes hours of expensive partner time.
Maintaining consistent, private communication across stakeholders.
The Advantage
Native automation built for security and scale.
100% Local Processing
Sensitive data never touches a third-party server.
Secure File Mapping
Map unique financial statements to specific stakeholders.
Stakeholder Variables
Personalize outreach with complex relationship logic.
How You Can
Leverage FlowDrafts
Transform your outreach with these mission-critical workflows.
Wealth Reporting
Distribute confidential financial reports securely.
Stakeholder Comms
Send private announcements to family members and partners.
Investment Updates
Distribute personalized performance updates across the portfolio.
Tax Documentation
Coordinate tax document distribution with absolute privacy.
Related
Guides & Insights
Deep dives into how Family Offices & Private Wealth teams optimize their Outlook workflows.
Wealth Management: Deal Sourcing
Secure deal sourcing for Wealth Management teams.
Read Full GuideWealth Management: NDA Management
Secure nda management for Wealth Management teams.
Read Full GuideFamily Offices: Investor Reporting
Secure investor reporting for Family Offices teams.
Read Full GuideReady to secure your stakeholders?
Join elite family offices who trust FlowDrafts for ultra-private communications.