Getting Started — Read Me First

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Welcome to Family Office OS! This guide walks you through everything: what's inside, how the databases connect, how to set up your own data, and the daily workflows that keep the system alive. Budget ~30 minutes for the full setup.

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🧭 What's inside

Family Office OS is built around 10 interconnected databases. You'll spend most of your time in the first five.

Database	What it's for
Assets & Holdings	The heart of the system — every investment and holding, with live value and gain tracking
Deals Pipeline	Evaluate opportunities from Sourced to Closed Won, then convert them into assets
Transactions & Cash Flow	Every inflow and outflow, with automatic overdue and due-this-week alerts
Valuations	Point-in-time values per asset — the engine behind Current Value and the charts
Tasks & Deadlines	Deadlines, filings, renewals, and to-dos with countdown alerts
Entities & Structures	Trusts, LLCs, foundations — the legal wrappers that own your assets
Family Members	Who's who, roles, generations, and lifetime distributions
Advisors & Vendors	Attorneys, CPAs, wealth managers — with fees paid and deal counts
Document Vault	Trust deeds, policies, contracts, tax returns — with renewal tracking
Knowledge Base	SOPs, investment theses, and governance docs for the long term

🔗 How everything connects

The system is a hub-and-spoke model with Assets & Holdings at the center:

Entities own assets. Each asset links to an Owner Entity — the entity's Total Asset Value rolls up automatically.
Deals become assets. A deal that reaches Closed Won should be linked to a new asset via Resulting Asset. The “Closed — Needs Conversion” view catches any you forget.
Valuations drive value. An asset's Current Value always reflects its most recent valuation — add a new valuation and every chart, rollup, and gain figure updates instantly.
Transactions feed everything. Inflows/outflows roll up into each asset's Total Inflows/Outflows, each advisor's Fees Paid, and each family member's Lifetime Distributions.
Tasks and documents attach anywhere. Link them to a deal, asset, entity, or family member so nothing lives in isolation.

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Rule of thumb: never create an orphan row. Every transaction should link to an entity, every asset to an owner, every document to what it governs. The relations are what make the dashboard smart.

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⏱️ Quick start (30 minutes)

Step 1 — Tour the sample data (5 min)

The fictional Harrington family is pre-loaded so you can see the system working:

4 assets (portfolio, rental property, PE fund, treasury ladder) with valuations and live gain figures
4 deals — including one deliberately unconverted closed deal sitting in “Closed — Needs Conversion”
6 transactions — including one overdue property tax bill and a capital call due this week (watch the alerts!)
Tasks, documents, and knowledge pages linked across the system

Click into Growth Fund III (LP Stake) in Assets and notice how it connects to its deal, valuations, transactions, documents, and tasks — that's the pattern to replicate.