Ownership organogram
Map holding companies, trusts, family members and assets as an interactive graph. Look-through ownership is computed for you, level by level.
Private wealth structuring software
Complex wealth,
clearly structured.
klever1 gives families and their advisors a single, secure place to model entities, assets and ownership, track value across currencies, and understand the whole structure at a glance.
Everything a structure needs, nothing it doesn't.
klever1 replaces the spreadsheet maze with one coherent model: entities own assets, ownership flows through the tree, and every number keeps its currency and its history.
Consolidated dashboard
Net value timelines, asset-type breakdowns and pinnable charts and tables give you one calm picture of everything you hold.
Multi-currency by design
Every value, transaction and valuation keeps its own currency. Nothing is silently converted or averaged away.
Transactions and valuations
Record contributions, distributions and point-in-time valuations. IRR and received-distribution reporting come built in.
Documents in place
Statements, deeds and agreements live next to the entity or asset they belong to, stored in private encrypted object storage.
AI assistant and tasks
Ask questions about your own data in plain language, or schedule agent tasks that watch your portfolio and leave notes when something needs attention.
Groups and custom fields
Organize entities, assets and people into groups, and extend any record with the fields your family office actually uses.
Workspaces and roles
Separate branches of the family or mandates into workspaces, each with its own members, roles and permissions.
Security first
Built like the data matters. Because it does.
Family wealth data deserves more than a shared login and good intentions. Isolation and access control are enforced at every layer.
- No passwords
- Sign in with a passkey or a one-time email code. There is no password to reuse, phish or leak.
- Isolated by the database
- Tenant separation is enforced with row-level security inside PostgreSQL, not just in application code.
- Least-privilege AI
- The assistant works through scoped, read-only tools and an allowlist you control. It never sees data outside your workspace.
See your whole structure today.
klever1 is available to invited families and advisory teams.