Family wealth structures and succession planning — visualized clearly
StructureGram helps financial planners explain complex family structures to clients with confidence.
Family wealth structure diagram
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Common challenges for financial planners
Everyone agrees diagrams are valuable. Most teams just don't have the time to do them properly.
Family structures are complex and hard to explain
Multiple generations, trusts, companies, SMSFs. Clients struggle to see the 'Big Picture'. Diagrams make the difference.
Long-term planning requires living documents
Family structures evolve over time. Static diagrams go out of date. Need diagrams that grow with the family.
Succession planning requires scenario views
Showing current vs. future states is manual work. Estate planning needs multiple what-if scenarios. Generic tools don't support this workflow.
Professional presentation builds trust
Visual quality reflects planner quality. Inconsistent diagrams undermine confidence. Need firm-wide standards - a common visual language.
StructureGram removes the friction that stops teams from using diagrams consistently.
Built for wealth advisory workflows
StructureGram helps you visualize complex family wealth structures — and keep them current over time.
Map the family structure
Family relationships and entities. Ownership, control, and beneficial interests. Built-in validation ensures compliance.
Show current and future scenarios
Use filter groups for succession planning. Model estate planning outcomes. Validate scenarios before recommending changes.
Share with clients
PNG high-resolution images for inclusion in report. Direct print or PDF export for presentation-ready diagrams (firm logo, headers and footers).
Planning compliance built in
StructureGram includes validation rules specific to financial planning:
- Spouse relationship status - married, defacto, separated, widowed
- Parent-child relationships maintain hierarchy - biological, adopted, legal guardian and foster
- Family, age and date validations prevent impossible relationships
- SMSF trustee rules enforced (co or individuals)
- SMSF member limits enforced (only individuals, max 6 members)
- SMSF active-passive status
- Executor, trustee, attorney and guardianship roles tracked
- Only valid entity types can be trustees
- Beneficiary designations follow trust type constraints
- Circular ownership relationships prevented
- Circular control relationships prevented
- Ownership interests cannot exceed 100%
- Active, passive, dormant and dissolved status tracking
- Third-party 'off-diagram' ownership interests accounted for
- Discretionary trust roles like appointor and primary beneficiary
Result: Compliant succession plans with client-ready visuals.
Common planning scenarios
Multi-generational family group with trusts and companies
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Multi-generational family group with trusts and companies
SMSF structure with death benefit nominations
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SMSF structure with death benefit nominations
Estate planning: current vs. after succession
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Estate planning: current vs. after succession
Family office structure with investment entities
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Family office structure with investment entities
Trusted by financial planners
Built for long-term planning, family structures, and client clarity.
Secure and professional
Client data security and professional outputs are non-negotiable.
Questions from financial planners
Make succession planning clearer for clients
Visualize complex family structures. Plan for the future. Build client confidence.
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