PRICING

Single-circle plans for private wealth structures.

Single-circle plans for private wealth structures.

Start with one circle for one family ownership structure. Upgrade by wealth band as your graph, advisers, jurisdictions, and operational complexity grow.

Start with one circle for one family ownership structure. Upgrade by wealth band as your graph, advisers, jurisdictions, and operational complexity grow.

TRUEHOLDER · SINGLE-CIRCLE PLANS

Every tier includes encrypted vaults, audit trails, and multi-jurisdiction support.

GBP

USD

EUR

MONTHLY

QUARTERLY · 10% OFF

ANNUAL · 20% OFF

Feature

Steward

Custodian

Principal

Dynasty

Monthly price

£69 / month

£349 / month

£799 / month

£2,499 / month

Structure size

Under £3M

£3M – £15M

£15M – £99M

Over £99M

Included circle

1 circle

1 circle

1 circle

1 circle

Advisors

Up to 3

Up to 3

Unlimited

Unlimited

Jurisdiction tracking

Core

Multi-jurisdiction

Advanced

Priority

Vaults + audit trails

Included

Included

Included

Included

Best for

First structure

Growing holdings

Complex families

Dynastic offices

PROFESSIONAL PLANS

Advisor and Family Office plans are scoped privately. Request pricing for multi-client, adviser-layer, and additional-circle requirements.

ADVISOR

For wealth managers

For wealth managers

Up to 3 included circles, advisor-layer access, and additional-circle scoping by request.

REQUEST PRICING

FAMILY OFFICE

For multi / single-family offices

For multi / single-family offices

Up to 5 included circles, multi-client operations, adviser permissions, and additional-circle scoping by request.

CONTACT US

Need advisor or family office access? Request private pricing.

Need advisor or family office access? Request private pricing.

CONTACT TRUEHOLDER