The platform for your family business
Tools for family businesses
✔ Everything in one place ✔ Tailored to your situation ✔ Together with family and advisor
Organisations that use the equimerio tools
Why equimerio
Overview and insight
within the family business
Make scenarios discussable
Visualise different scenarios and dilemmas in a simple and clear way, so that everyone understands what is being discussed.
Everything in one place
All important documentation and information for the family business in one clear and secure location.
Support the entire process
From family relationships and ownership to the role in the business, view the family business from different perspectives.
What others say
Trusted by advisors
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Our tools
The equimerio tools
A complete set of collaborative tools for gaining insight into and planning every aspect of the family business.
Client Information
Centrally manage personal and business client information.
Client Overview
Comprehensive overview of all relevant information per client.
Dashboard
Describe relevant components of the legal structure.
Document Generator
Automatically generate professional reports and documents.
Document Vault
Centralise all important documents of the family business.
Financial Analysis
Visualise and analyse the financial performance of the family business.
Genogram
Visualise the family structure and relationships between family members.
Legal Structure
Visualise the legal and ownership structure of the business.
Ready to get started?
Create a free account and try the tools for a month
Try now!✔ Everything in one place ✔ Tailored to your situation ✔ Together with family and advisor