Family Office Platform
Doriion unifies your structures, advisors, and documents into a single, authoritative source of truth — so principals and advisors move with clarity, continuity, and control.
The landscape
Fragmented data. Fragmented advice. Fragile outcomes.
Critical information scattered across spreadsheets and email chains, with no single source of truth.
Tax, legal, and compliance handled by separate teams with limited coordination or shared visibility.
Transactional rationale concentrated in one person — or scattered, undocumented, and incomplete.
Structure charts, tax data, and documents centralized in one place or one individual.
Global mobility and complex tax regimes produce convoluted structures and elevated tax risk.
Costly, time-intensive audits driven by underprepared and disorganized records.
Three commitments
A single source of truth across structures, data, and documents.
From people-dependent to system-driven.
Better decisions, lower friction, less cost.
The platform
Dynamic visualization of individual and entity ownership over time. Move from a 30,000-foot overview to underlying document detail in seconds. Overlay related-party loans, beneficial owners, tax attributes and jurisdictions directly on the chart.
A unified, color-coded calendar that ties every filing, renewal, and deadline back to the entity it belongs to. Two-way sync with Outlook and Google Calendar. Automated reminders, escalation, and filtering by jurisdiction or responsible person.
Core to the platform
Cyber-secure source of truth for entities, individuals, contacts, and documents — connected to the chart and the obligations that depend on them.
Upload, store, and securely share documents. Organize through a dynamic tagging system. Track versions, document history, and superseded records.
Security & access
Enterprise-grade security with the discretion family offices require. Built with security at its core — and with you in control of every permission.
Your data is isolated — never co-mingled with other clients.
Configure access: administrator, editor, contributor, viewer.
Share sensitive files across advisors and family members with full audit trail.
Built toward SOC 2 Type II and GDPR compliance from day one.
Begin a conversation
Private demos are conducted under NDA with a partner of the firm.
The platform
Doriion brings structure, compliance, data, and documents into a single, permissioned environment — so every advisor and principal works from the same picture.
From 30,000 feet to document-level detail in seconds.
Dynamic visualization of individual and entity ownership across time. Filter and overlay information directly on the chart — related-party loans, beneficial owners, jurisdictions — and step backwards through historical structures to see what changed and why.
Every obligation, every entity, every jurisdiction — on one timeline.
The heart of the platform. A unified compliance calendar that connects every filing, renewal, board meeting, and tax deadline back to the entity, individual, or asset it belongs to. Color-coded by status and urgency, filterable by jurisdiction, responsible person, or timeframe — and synced two-ways with Outlook and Google Calendar so reminders land where your team already works.
A cyber-secure source of truth.
Entities, individuals, contacts, and documents — all connected to the structure chart and to the compliance obligations that depend on them. One model, queried many ways. (An asset and liability layer is on the roadmap for a future release.)
Organize the paper trail.
Upload, store, and securely share legal, tax, and corporate documents. A dynamic tagging system lets you organize information the way your office thinks. Versioning preserves history and tracks superseded records.
Onboarding
Intuitive, user-friendly interface. AI-assisted document ingestion and auto-filling (subject to user approval) is expected in Q4 2026. White-glove onboarding and maintenance available.
Cloud
A cloud-based platform accessible securely from anywhere, with a separate database for every client and granular permissions at the screen, entity, and document level.
Ready to see how Doriion fits your office?
Request a private demo →Our mission
Doriion was built to deliver clarity, continuity, and control across tax, legal, and compliance decisions — preserving what each family has built across generations, advisors, and jurisdictions.
Why we built it
Global mobility, increasingly complex tax regimes, and growing compliance demands have made family office structures more intricate than the tools that manage them. Critical information lives in spreadsheets and inboxes. Institutional memory walks out the door with every advisor change.
Doriion replaces that fragility with a single, authoritative system — one where principals, family members, and advisors share the same complete, up-to-the-minute picture.
Principles
Separate database per client. Granular permissions. Audit-ready access logs. We build for the standards a private bank would expect.
Designed alongside the advisors, family members, and principals who use it — every feature solves a problem that came from the field.
We preserve the rationale behind decisions — not just the artifacts — so the next advisor, executor, or generation can act with confidence.
Begin a conversation
A partner of the firm will follow up personally — typically within one business day. All conversations are held in confidence.
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