Stewardship Levels
A fraction of the cost of a
full-time family office administrator.
Running a family office costs a median ~$400K a year - mostly manual labour. AEGISfo delivers the same operational visibility for a fraction of that. Start free - scale as your family grows.
Most micro family offices start on Shield or Protect.
Choose the level of stewardship that's right for your family.
Shield
For individuals organizing their financial life. No credit card, no commitment.
Organize your family’s financial life.
Protect
For families consolidating wealth, governance and reporting.
Run your (micro) family office with confidence.
Fortress
For families running active, institutional-grade oversight.
Operate like an institutional family office.
All paid plans include a 30-day free trial · Cancel anytime · Every tier runs on SOC 2 Type II–audited infrastructure. See the security details →