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. Apply 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 holds the governance record — the map, the decisions, the review dates. You provide the professional judgement. 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."
For SMSF specialist accountants, auditors, administrators, and licensed advisers — a governance layer that closes the gaps you flag every annual review, and routes every document back to your desk.
You flag the investment strategy gap and the BDBN expiry in every annual review. Vestry builds the compliant s52(2)(f) framework from the trustee’s own inputs — and routes it back to you for adoption.
Clients arrive at your next SOA meeting with a documented IPS, a current thesis check, and their disconfirmers already on the record. The governance layer you want your clients to maintain — maintained.
Trustees who use Vestry arrive at audit with their investment strategy documented, their BDBN status current, and their decision trail on the record. Fewer Part A qualifications. Better prepared files.
You manage the fund. Vestry holds the governance record — the trustee’s map, their decisions, their review dates. Together, the trustees have the complete picture, and you have the cleaner file.
Every investment strategy template Vestry generates is completed with the trustee’s own inputs and taken to a licensed professional for review and adoption. Vestry does not make investment recommendations, does not signal, and does not advise.
The trustee’s decisions stay with the trustee. The strategy adoption stays with the licensed adviser. The document ends at your desk — every time.
Vestry has a dedicated experience for SMSF trustees — walking them through investment strategy, BDBN status, fund structure, and compliance obligations in a structured, guided format.
See the SMSF trustee experience →Share this link with your SMSF trustee clients. It explains Vestry from their perspective — what it holds, what it does, and why it ends at the adviser’s desk.
Free to join. Credential-verified. SMSF accountants, auditors, administrators, and licensed advisers accepted. Your clients subscribe — you pay nothing, ever. No referral fee · No conflicted remuneration.
Apply to the Practice Programme →Credential verified against the public professional register before access · Two business day turnaround
For estate planning solicitors, succession specialists, and family lawyers — a governance layer that gives your clients the structured framework to start with, so your engagement begins at judgement, not at blank-page reconstruction.
Your clients agree a family constitution matters. Almost none have done it. Vestry gives them a structured, guided governance framework to complete — a prepared document that reaches your desk ready for legal review and drafting, not a conversation starting from zero.
Vestry records when each succession document was signed, then reports what has changed since — entities formed, property acquired, changes in family structure. A client who has had three children, formed two trusts, and acquired four properties since the will was signed arrives knowing it. You begin with the full picture.
You coordinate the legal side of complex family structures — trusts, companies, SMSFs, offshore entities. Vestry consolidates the governance record across all of them, so the questions you receive come with the relevant facts attached. Less reconstruction. More time on judgement.
Vestry’s governance modules generate a Family Constitution framework and IPS from the principal’s own inputs. They are labelled templates — not legal documents, not advice. Every output is taken to the estate planning lawyer and financial adviser as a structured starting point, not a finished product.
The legal drafting stays with you. The advice stays with you. The document ends at your desk — every time.
No — it creates them. A client who completes Vestry’s Family Constitution framework arrives at your desk with a structured brief, not a vague request. They understand what they need. They have the questions written. The engagement is more productive and more affordable — and more clients get it done.
Free to join. Credential-verified. Estate planning solicitors, succession specialists, and private client advisers accepted. Your clients subscribe — you pay nothing, ever. No referral fee · No conflicted remuneration.
Apply to the Practice Programme →Credential verified against the public professional register · Two business day turnaround
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 — net of every debt held against those assets, including facilities secured over more than one property. 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.
Vestry records when each document was signed, then reports what has been recorded since — entities formed, property acquired, a review date passed, residence changed. A client opens the register and sees that eight entities and two properties came into existence after their will was executed. Stated as fact, with the conclusion left to you.
A governance gap becomes a written question with the relevant facts attached, sent to you through the platform rather than across three separate threads. Several questions travel as one pack, and your answer is recorded against the item — so the advice you gave is still on the record at the next review.
Vestry holds copies only, never an original, and records where each original is kept and who holds it. An executor nobody can reach and a deed nobody can find are both problems discovered late — the register surfaces them as governance items while there is still time to fix them.
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. Their questions reach you in writing beforehand, and your answers are recorded against the items that prompted them. 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.
The Vestry MCP server exposes your clients’ governance data as structured tools that Claude and other MCP-compatible assistants can read directly. Ask your AI to surface governance gaps before a client meeting, or draft the questions that need to go to the solicitor — without leaving your workflow.
Ask your AI assistant to summarise a client’s governance score and open checklist items. Arrive with the gaps already mapped, in plain language, from your own tool.
Pull the client’s consolidated net worth, investment thesis register, and recent research briefs directly into your assistant’s context. No account switching.
Draft the questions for the solicitor or accountant with the client’s own governance record as the brief. Structured questions, right facts attached, sent as one pack.
Available on the Professional tier · Governed by the same advice boundary as every Vestry surface · Authenticated via vtry_ API key · Every call logged to the principal’s audit trail
Quick-start guide, tools reference and configuration blocks →
Two business days, free, and no obligation. We verify your credential against the public professional register — which is what lets a principal trust the practice attached to their record.
Takes about two minutes. You will need your practice details and, for regulated adviser types, your credential number.
Ask for a walkthrough instead. This reaches the founding team by email — it is not an application, so nothing is verified and no account is created.
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.