Investments and banking
Bring portfolio information and cash activity into the same operating picture.
The Kithmark principle
From document to decision to books—with evidence.
01 / Evidence trail
Every number has a path.
Kithmark is being built to connect the records, ownership and review behind a figure to the accounts and reporting that rely on it.
- 01
Source record
A bank statement, valuation or tax document.
- 02
Transaction or position
The activity and value the source supports.
- 03
Asset and account
Where the item sits in the family’s financial picture.
- 04
Legal owner
The entity or person connected to the holding.
- 05
Reconciliation and review
The checks that bring records into agreement.
- 06
Accounts, tax and approval
The downstream work, with review and decisions attached.
- 07
Reporting
A clearer view with a traceable path back to evidence.
02 / Connected operations
One operating picture. The right controls around it.
The platform is designed to bring the operational work of a family office into a connected environment, with evidence and review close to the work.
Entities and ownership
Keep holdings connected to the legal structures and owners behind them.
Accounting and tax
Link source information to reconciliation, accounts and tax work.
Documents, compliance and approvals
Give recurring obligations and decisions a more controlled place to happen.
03 / Built for the work beneath wealth
Purpose-built for the operational reality behind private wealth.
Kithmark’s initial focus is sophisticated UK single-family offices: teams managing enough complexity to need professional infrastructure, without having to assemble a disconnected enterprise stack.
Designed to extend
Multi-family offices and professional advisers.
The same operating principles can support multiple family environments over time.
Start with the operating model
Put the evidence trail at the centre of the conversation.
Tell us how your office works across records, entities, accounts and review.