Family Office by Unicorn Real Estate Ltd

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Desktop-first • 3 months free

Fail to Plan. Plan to Fail.

Family Office - net worth, financial statements and tax planning for your household

Family Office is a comprehensive web application for holistic personal wealth management: track assets and liabilities, generate full financial statements, and project your financial future in one place.

Watch the demo Explore Features Try the demo Get Started

The Dashboard: net worth, allocation and cash flow at a glance.

Demo

Take the two-minute tour

See what Family Office does before you sign up: live bank balances, budgeting, a daily or weekly email with your net worth and cash flow, financial statements, scenarios and tax planning. Choose your language and voice.

Language Voice

Features

👀

Try it on an example household

Open the app on a complete example household and look around every page, with no account and no card. What you change is forgotten when you leave.

🔐

Two-factor authentication

At sign-in, a passkey, a code from an authenticator app or a code by email, with single-use recovery codes as a backup. Optional, but a passkey or an authenticator app is required to link a bank account.

🏦

Bank Connectivity

Link your bank through Plaid and let your cash, credit card, loan and mortgage balances refresh themselves, with a health check on every connection.

🧾

Budgeting

Sort your linked bank accounts' transactions into categories and budgets, follow bills, goals and trends, and see what is safe to spend.

Coming soon

🌍

European bank connectivity

Linking banks across Europe is next on our list, and your demand sets the pace: write to us below and tell us which bank you use.

👥

Two members, one account

Invite your partner to sign in with their own username, password and two-factor, and the same access as you. Removing a member waits 7 days, and the other can cancel. With the Premium and Gold plans.

📈

Portfolio Management

Track equities, bonds, cash, private assets, and real estate in a single consolidated view.

📊

Financial Statements

Automatically generate income statements, balance sheets, and cash flow reports.

👀

Try it on an example household

Open the app on a complete example household and look around every page, with no account and no card. What you change is forgotten when you leave.

🔐

Two-factor authentication

🏦

Bank Connectivity

Link your bank through Plaid and let your cash, credit card, loan and mortgage balances refresh themselves, with a health check on every connection.

🧾

Budgeting

Sort your linked bank accounts' transactions into categories and budgets, follow bills, goals and trends, and see what is safe to spend.

Coming soon

🌍

European bank connectivity

Linking banks across Europe is next on our list, and your demand sets the pace: write to us below and tell us which bank you use.

👥

Two members, one account

Invite your partner to sign in with their own username, password and two-factor, and the same access as you. Removing a member waits 7 days, and the other can cancel. With the Premium and Gold plans.

📈

Portfolio Management

Track equities, bonds, cash, private assets, and real estate in a single consolidated view.

📊

Financial Statements

Automatically generate income statements, balance sheets, and cash flow reports.

💰

Tax Planning

Built-in tax calculations with deferred tax asset and liability tracking.

🏠

Property Management

Monitor rental income, expenses, and performance across your real estate portfolio.

📄

Interactive Dashboards

Visual charts and performance metrics to understand trends at a glance.

🌐

Multi-Currency Support

Hold and report investments across currencies with a configurable base currency.

🧭

Multiple scenarios and comparison

Build several scenarios, such as buying or renting, or retiring at 60 or 65, each with its own economic assumptions, and compare them side by side.

🎓

Tutorial mode

A guided tour of the app, step by step, on your own figures: start with the first steps and go as far into the details as you like.

🤝

Ambassador offer

Gold for the Premium price, if you agree that we and our partner professionals may contact you by phone and email. Withdraw at any time from your Profile: your plan becomes Premium.

💰

Tax Planning

Built-in tax calculations with deferred tax asset and liability tracking.

🏠

Property Management

Monitor rental income, expenses, and performance across your real estate portfolio.

📄

Interactive Dashboards

Visual charts and performance metrics to understand trends at a glance.

🌐

Multi-Currency Support

Hold and report investments across currencies with a configurable base currency.

🧭

Multiple scenarios and comparison

Build several scenarios, such as buying or renting, or retiring at 60 or 65, each with its own economic assumptions, and compare them side by side.

🎓

Tutorial mode

A guided tour of the app, step by step, on your own figures: start with the first steps and go as far into the details as you like.

🤝

Ambassador offer

Gold for the Premium price, if you agree that we and our partner professionals may contact you by phone and email. Withdraw at any time from your Profile: your plan becomes Premium.

How It Works

STEP 1

Login / Register

Secure multi-user authentication.

STEP 2

Add Assets & Liabilities

Properties, investments, debts, cash.

STEP 3

Configure Settings

Tax rates, reporting currency, preferences.

STEP 4

View Reports

Dashboards, statements, projections.

🔒

Your banking password stays with your bank

Plaid, an FCA-authorised provider, handles the connection to your bank.
Read-only access: balances, and transactions only if you turn budgeting on. No payments.
FO never sees or stores your banking password. Disconnect at any time.

Work with us

Family Office is looking for partners who advise households on their money: bring your clients a clear picture of their finances, and build your services on it.

🏠

Real estate agents

Show buyers what a property does to their net worth, cash flow and tax before they sign.

🏦

Mortgage brokers

Compare loans, rates and terms against the household's full balance sheet, with live bank feeds.

📈

Financial planners

Run retirement, FIRE and what-if scenarios on your clients' real numbers, across currencies and tax regimes.

💼

Asset managers

Give clients one view of the portfolios you manage and everything else they own, with allocation and risk on the same page.

🧮

Accountants

See your clients' income, assets and tax position in one place, and plan the year with them on real numbers.

🧩

Software developers

Integrate your app or service with Family Office, so your users see its data in the full picture of their finances, beside their bank feeds, assets and tax.

Ask us for a demo, and let us talk about how we could work together.

Request a demo

Another profession? Write to us all the same: we are open to every partnership that helps households manage their money.

Plans and pricing

Three months free on every plan. Your card is kept on file and nothing is charged until the trial ends. Cancel any time, at no cost.

Basic

Beginner

GBP 6 / month

3 months free, then billed monthly

Included
Projection horizon: up to 2 periods
Properties: up to 1
CMHC calculations: not included
Live bank feeds: not included
Summary email: monthly
Email copies: none
Second person: none
Macro scenarios: up to 1
Saved scenarios: up to 1
Holdings in your reporting currency only
Stocks and live quotes: not included
Budgeting: not included
Bills, goals, trends and budget emails: not included
Standard support

Start free trial

Premium

Intermediate

GBP 12 / month

3 months free, then billed monthly

Included
Projection horizon: up to 10 periods
Properties: up to 3
CMHC mortgage insurance calculations
Live bank feeds: up to 2 institutions
Summary email: weekly or monthly
Email copy to your partner
A second person who signs in with their own password
Macro scenarios: up to 3
Saved scenarios: up to 3
Holdings in any currency
Stocks, live quotes and ticker profiles
Budgeting: transactions, categories and budgets
Bills, goals, trends and budget emails: not included
Standard support

Start free trial

Best value

Gold

Advanced

GBP 24 / month

3 months free, then billed monthly

Ambassador offer: Gold for the Premium price

Included
Projection horizon: up to 30 periods
Properties: unlimited
CMHC mortgage insurance calculations
Live bank feeds: up to 10 institutions
Summary email: daily, weekly or monthly
Email copies to your partner and your adviser
A second person who signs in with their own password
Macro scenarios: unlimited
Saved scenarios: unlimited
Holdings in any currency
Stocks, live quotes and ticker profiles
Budgeting: transactions, categories and budgets
Bills, goals, trends and budget emails
Priority support

Start free trial

Custom

Bulk and teams

Priced to your needs

Everything in Gold, plus
Several households under one agreement
For advisers, accountants and family offices
Volume pricing and invoicing
A written agreement for professional use

Prices exclude any sales tax or VAT that applies. You pay Unicorn Real Estate LTD (UK) through Stripe; FO never sees or stores your card number. Change plan or cancel at any time from your Profile.

🤝

Ambassador offer

Get Gold for GBP 12 / month, the Premium price, when you agree to be contacted by phone and email by us and our partner professionals about services that may interest you: real estate brokerage, notary, financial planning, mortgage brokerage, property management, contracting and accounting.

How it works

Tick the ambassador box on the Gold card and start your free trial.
On the sign-up form, give a phone number, a contact email address, your country and your city, and tick the consent box.
Change your mind at any time from your Profile: your plan becomes Premium at the same price and we stop contacting you.

✉

Get in touch

admin@unicornrealestate.co.uk