Vestry is the Family Governance Operating System for family office principals and SMSF trustees managing $1M–$50M across Australia, Singapore, Hong Kong and the United States — Australia-first — the structure, records, and discipline of a well-run family office, owned by the principal. It records, structures, retrieves, and reminds. It never recommends.
USD $199/month
Billed in US dollars · Australian GST included and itemised on every invoice
Start free. No card required.
Five briefings free, run whenever you like, while you build your family's record. A subscription lifts the limit and starts the rhythm — the Monday brief and the Friday close, arriving on their own.
No lock-in · No percentage of your assets — a flat subscription, never a share of what you hold · Charged in USD; your bank converts at its rate · Available to principals and SMSF trustees across AU, SG, HK and US · Australian SMSFs can generally deduct the subscription as a fund administration expense; elsewhere deductibility depends on your structure — ask your tax adviser
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, minus every debt held against them — including a facility secured over two properties at once. Most tools show you what you hold. This shows you what you own. 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. SMSF investment strategy. Guided builders that turn your own answers into a document, labelled for professional review. Wills, powers of attorney and deeds are never drafted here — those are your solicitor’s work, and Vestry registers, monitors and prepares them instead.
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.
Eleven things about your family have.
Vestry records when each document was signed, then reports what has been recorded since — entities formed, property acquired, a review date passed, residence changed. Facts only, dated, with the conclusion left to your solicitor. Your adviser cannot do this: they see one slice, on the day you ask.
The checklist is derived from your own structure, not from a template. A minor child produces a guardian item. An expired binding nomination is critical. A document nobody can locate is functionally missing, and an executor nobody can reach is a problem discovered late. Ordered by consequence — never alphabetically.
A gap becomes a question, the question goes to the accountant or solicitor you have already invited, and their reply is recorded against it. Several questions travel as one message rather than six separate emails. You arrive prepared — and leave with the answer on the record.
The vault holds copies only — never an original. Vestry records where the original is kept and who holds it, because that is what an executor actually needs and what almost nobody writes down.
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, its review dates monitored, 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.
Start free — no cardNot a fintech startup writing for a market it only reads about. Vestry was built inside the Pineda Family Office — first as the working governance practice of one family, then as a platform, once the discipline had proved itself over enough years to be worth sharing. Every capability began as a document, a register or a rhythm the family actually ran: the governance apparatus only the ultra-wealthy could previously afford, now available 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 run inside the Pineda Family Office before it reaches you. If it does not survive the family’s own weekly cadence, it does not ship.
“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.”
You start free — no card. Five briefings to judge whether they are worth having, and everything you record stays yours either way. Prefer to talk first? Leave your email and the founder will reply personally.
It depends on your structure and circumstances. In Australia, SMSFs can generally deduct it as a fund administration expense; for individuals, and for families in the United States, Singapore or Hong Kong, deductibility varies with how you hold your wealth — and in some cases the answer is simply no. Ask your tax adviser or accountant. Nothing on this site is tax advice.
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.