Vestry is the Family Governance Operating System for family office principals and SMSF trustees managing $1M–$50M across APAC and the United States — the structure, records, and discipline of a well-run family office, owned by the principal. It records, structures, retrieves, and reminds. It never recommends.
US$199/month — Founding Member rate · Limited to first cohort
No lock-in · No AUM percentage · Available to principals and SMSF trustees across AU, SG, HK and US · Subscription fees may be tax-deductible for SMSFs
If you manage wealth across multiple entities and jurisdictions — or run an SMSF without institutional-grade infrastructure — it probably does.
Your wealth sits across multiple banks, brokers, trusts, and properties. Getting a real number takes half a day — if it happens at all.
Family constitution, investment policy, succession plan — the documents that protect multigenerational wealth — are either missing or unreviewed for years. SMSF trustees face the same obligation under the SIS Act.
Your tax adviser, lawyer, financial planner, and accountant each hold a piece. Nobody coordinates the whole picture. You do — manually.
You have conviction in your positions. But your thesis, your reasons, and what would change your mind live in your head — undocumented, unreviewed, and invisible to the advisers who could help.
Every platform is built for your adviser. You request reports. You wait. It does not have to work that way.
This one is built for you.
You in control.
Every asset across every entity, currency, and jurisdiction. One consolidated number. Readable in 90 seconds on your phone.
Document your thesis in your own words. Register what would change your mind. Set your own review cadence. Your decisions trace to your framework — not the latest headline.
Investment Policy Statement. Family Constitution. Succession plan. SMSF investment strategy. Guided, jurisdiction-aware templates built from your own answers — labelled for professional review and taken to your solicitor, accountant, or adviser to complete.
Each adviser sees exactly what they need — nothing more. You control access. Always.
Monitors ASIC, ATO, MAS, HKMA, SEC, and IRS for regulatory changes that affect your structure and jurisdiction profile.
Physical gold, PE fund commitments, direct property with CGT flags. First-class, not afterthoughts.
620,000 SMSFs. $900 billion in assets. Almost no institutional-grade infrastructure.
SMSF trustees are legally required to maintain a documented investment strategy. Vestry's guided builder produces an investment strategy template structured around the matters the Superannuation Industry (Supervision) Act 1993 requires trustees to address — completed in your words, kept current, and taken to your SMSF accountant for review and adoption.
Binding death benefit nominations, succession planning, trustee succession frameworks, and family governance documentation — the structures that protect your SMSF across generations. Vestry surfaces what is missing and helps you close the gap.
Keep a documented thesis for every SMSF position. See your recorded holdings beside your own stated strategy. Catch regulatory changes from the ATO and APRA relevant to your fund's structure — surfaced early, with sources.
"The average SMSF trustee manages AUD $1.3 million in retirement assets with the same tools as a retail investor. Vestry gives them the infrastructure that was previously only available to family offices ten times larger."
Vestry — built for a family, shared with every family.
Subscription fees may be tax-deductible against SMSF fund income. Consult your accountant.
Request Early AccessNot a fintech startup writing for a market it only reads about. Vestry's product vision is shaped by a principal who manages the same problems you do — every day. It was built for his own family first — and then for every family navigating the same complexity alone: the governance apparatus only the ultra-wealthy could previously afford, whether you hold $1 million or $50 million, so your next generation is protected.
Including 18 years at Microsoft as Data Leader, Australia & New Zealand.
Active portfolio management since 2014 — commodities, APAC equities, AI-themed assets.
Every feature is pressure-tested against the real needs of the Pineda Family Office before it reaches you.
“A platform like this cannot be designed for a market you only read about. It has to solve the problems a principal actually lives with — every day. That is the perspective I bring to it.”
We are accepting a small number of principal partners for the first cohort.
Australia · Singapore · Hong Kong · United States
RESOURCES · EDUCATIONAL MATERIAL
Everything below is general information, free to download and share. No sign-up required — because you should not have to take any of it on trust.
VIDEO · 6 MIN
What Vestry is worth, who it serves, why it is not ChatGPT, and where its edges are — from the founder.
Watch on YouTube →PDF · 4 SLIDES
The four-slide argument behind the video — the value proposition, both sides of the record, the AI question, and the boundaries.
Download PDF →PDF · ONE PAGE
The page your adviser can hand you: what Vestry does, what it never does, and why your adviser stays central.
Download PDF →✦ Practice materials for accountants, financial planners and solicitors — the adviser briefing deck and walkthrough — are provided by email after credential verification, as part of the Practice Programme. They are not published here by design.
All materials are general information only and do not constitute financial, legal or tax advice. Documents are version-numbered; the versions on this page are canonical.