Vestry is the Family Governance Operating System for principals managing $1M–$50M and SMSF trustees. It closes the governance gaps you flag in every annual review — and puts your desk at the end of every document it helps a client draft.
Available to practices across Australia · Singapore · Hong Kong · United States
The Vestry Practice Programme is available to SMSF specialists, financial planners, estate planning lawyers, private client advisers, and boutique accounting principals. Request a briefing to join →
Both are completely free.
The Practice Programme membership is free. Your complimentary Vestry account is free. There is no listing fee, no referral fee, and no ongoing cost to you as an adviser. Your clients pay their own Vestry subscription — you pay nothing. Ever.
Every adviser in the family office and SMSF space has a version of this.
"I keep telling my SMSF clients they need to review their investment strategy. Half of them have the same one-page document we set up in 2018. And nobody knows when their BDBN expires."
"My clients have strong conviction in their positions but no structured framework for monitoring them. They arrive at our quarterly meeting and we start from scratch every time. There is no institutional memory between meetings."
"I keep recommending family constitutions and succession frameworks. Most clients agree it is important. Almost none have done it. There is no tool that makes it structured and completable without a six-figure legal engagement."
"My clients are managing wealth across multiple entities, jurisdictions, and currencies. Getting a consolidated picture takes them half a day. They make decisions without the full picture in front of them."
Vestry closes all of these gaps. For your clients. Between your meetings.
Six adviser profiles. If you recognise yours — Vestry is built for your clients.
"Vestry builds a structured investment strategy template from the trustee's own inputs — taken to you for review — and alerts them 90 days before their BDBN lapses. You flag the problem in the annual review. Vestry gets it onto your desk between meetings."
"A client who arrives at your meeting with a documented IPS, a current pillar check, and their disconfirmers already registered is a better adviser conversation — every time."
"Vestry handles the governance and investment discipline layer. You handle the compliance and administration layer. Together, your clients have the complete picture."
"A client with a documented Investment Policy Statement, a current thesis check, and a pre-committed disconfirmer framework makes your advisory conversation more structured, more accountable, and more valuable."
"Vestry's governance modules generate a Family Constitution framework and IPS from the principal's own inputs — not legal advice, but the structured starting point that makes your engagement more productive and more affordable for the client."
"Vestry gives your HNW clients the governance infrastructure that was previously only available to family offices ten times larger — and positions your practice as the adviser who made it available to them."
The governance problems you keep flagging — now solvable between meetings.
Vestry's IPS builder generates a documented, current investment strategy from the client's own inputs — reviewed against their stated thesis and disconfirmers. For SMSF trustees, the template is structured around the matters s52(2)(f) requires trustees to address — completed by the trustee, reviewed and adopted with their professional adviser.
Vestry tracks the expiry date of the client's Binding Death Benefit Nomination and alerts them 90 days before it lapses. A lapsed BDBN means the trustee decides who receives the death benefit — not the Will. One alert prevents one of the most common estate planning failures.
Vestry consolidates wealth across multiple entities, asset classes, and jurisdictions into a single dashboard. Clients arrive at your meeting with a real number — not a reconstruction from six different statements.
Vestry's research module gives clients a structured thesis management framework — pillar classification, disconfirmer checks, anti-anchoring questions. Clients monitor their own positions with discipline between your meetings.
Vestry monitors ATO, ASIC, APRA, MAS, HKMA, and SEC regulatory developments relevant to the client's jurisdiction profile — surfaced before decisions, not discovered at the next meeting.
Vestry's governance module provides a guided Family Constitution and succession planning framework — structured, completable, and designed to be taken to the estate planning lawyer and financial adviser as a starting point, not a finished product.
Three steps. No disruption to your existing workflow.
SMSF trustees whose investment strategy has not been reviewed. Family office principals with concentrated positions and no formal governance framework. Clients approaching transition — business exit, retirement, inheritance — who need succession planning infrastructure. These are the clients Vestry is built for.
Request a practice briefing through this page. We will walk you through the platform and provide materials you can share with clients. You introduce Vestry as a governance infrastructure tool — the layer that makes your client more structured, arrives at your desk for review, and makes your advice conversations more productive.
A client using Vestry arrives at your meeting with a documented IPS, a current thesis check, a consolidated wealth picture, and their governance framework already started. You focus on judgement, strategy, and advice — not reconstruction. The conversation starts at a higher level every time.
Not a fintech startup writing for a market it reads about. A practitioner who manages the same problems.
Including 18 years at Microsoft as Data Leader for Australia and New Zealand. The platform is built on a practitioner's understanding of what principals and trustees actually need — not what the software industry assumes they need.
Active portfolio management since 2014. Every Vestry feature is pressure-tested against the real needs of a principal managing their own wealth — across commodities, APAC equities, and AI-themed assets — before it reaches your clients.
Every module is designed to stay outside the financial product advice boundary. Vestry presents evidence and frameworks. It does not recommend or signal — every template it produces is completed with the client's own qualified advisers. The platform operates under a published perimeter framework and remains under specialist regulatory review before accepting paying subscribers.
We will walk you through the platform and discuss how it fits your client base. No obligation.
Open to accountants, financial advisers, solicitors and other professionals serving private wealth clients — credentials verified against public professional registers before access. · We respond within two business days · Vestry is not a financial advice provider
No. Vestry records, structures, retrieves and reminds — it never recommends, by architecture. Every document it drafts is a labelled template that ends at a qualified professional’s desk.
No. Vestry does not operate an adviser directory, does not refer clients to advisers, and does not accept referral fees or commissions. Advisers pay nothing and are paid nothing — participation, not remuneration. Clients connect their own existing professionals.
No. Vestry monitors review dates and keeps the trustee’s own documents and decisions on the record. Investment strategy decisions remain with trustees and their licensed advisers.