PRICING

Circle plans for all private wealth structures.

Circle plans for all 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

STEWARD

Under £3M

£69 / month

Up to 3 advisors · 1 circle

CUSTODIAN

£3M – £15M

£349 / month

Up to 3 advisors · 1 circle

PRINCIPAL

£15M – £99M

£799 / month

Unlimited advisors · 1 circle

DYNASTY

Over £99M

£2,499 / month

Unlimited advisors · 1 circle

PLAN COMPARISON

Compare core single-circle plan limits before choosing terminal access for Admin Advisors or Family Offices.

Feature

Steward

Custodian

Principal

Dynasty

Structure size

Under £3M

£3M – £15M

£15M – £99M

Over £99M

Monthly price

£69 / month

£349 / month

£799 / month

£2,499 / month

Included circle

1 circle

1 circle

1 circle

1 circle

Advisor access

Invited users only

Invited users only

Invited users only

Invited users only

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 Terminal and Office Terminal plans are scoped privately. Request pricing for multi-client terminals, adviser-layer access, and additional client-circle requirements.

ADVISOR TERMINAL

For advisor terminals

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

REQUEST PRICING

OFFICE TERMINAL

For office terminals

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

CONTACT US

TERMINAL ACCESS

Advisor terminals are for Admin Advisors. Office terminals are for Family Offices. A single-circle advisor can collaborate inside a client circle, but does not receive a terminal workspace.

Advisor terminals are for Admin Advisors. Office terminals are for Family Offices. A single-circle advisor can collaborate inside a client circle, but does not receive a terminal workspace.

Need advisor or office terminal access? Request private pricing.

Need advisor or office terminal access? Request private pricing.

CONTACT TRUEHOLDER