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CASE STUDY · HUNTER HOLDINGS FAMILY OFFICE

One source of truth.
For every generation.

Item: FutureVault
Rating: 5
Author: Stephen Kangas

How Hunter Holdings Family Office has used FutureVault since 2020 to bring the family’s financial, business and personal documents into one secure vault, and to work seamlessly with every professional around it.

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HUNTER HOLDINGSFAMILY OFFICE

At a glance

FAMILY OFFICEHunter Holdings Family Office

SEGMENTSingle family office

CLIENT SINCE2020

RESULTA single source of truth, and time saved with every third-party professional

USE CASESTax preparation · G2 to G3 estate and beneficiary management · Private placements

2020

A FutureVault client since

1 vault

One source of truth for every family document

G2 to G3

Generations connected through estate and beneficiary records

The challenge

Generations of documents, and a growing circle of professionals.

A single family office manages financial, business and personal documents across family members, entities and generations, and works with accountants, lawyers and deal counterparties who all need the right documents at the right time. Paper files and email attachments made that slow, scattered and hard to secure.

The solution

One secure vault, shared on the family’s terms.

Since 2020, Hunter Holdings has run its document management on FutureVault: a central, digital vault for the family, with Trusted Advisor permissioning so each professional sees exactly what they need, from anywhere in the world.

Tax preparationTax slips, statements and receipts land in the family’s vault through the year, and the family’s accountants work from the same organized folders with Trusted Advisor access, instead of a scramble every spring.

G2 to G3 information managementWills, trusts, powers of attorney and beneficiary designations are organized for each generation, with permissions that give second- and third-generation family members access to what matters to them.

Private placements and dealsOffering memoranda, subscription documents and deal records for private placements are stored and shared securely with lawyers and counterparties, never as email attachments.

The results

A single source of truth, and hours back with every professional.

The family office now works from one organized, searchable record, and collaboration with third-party entities and professionals is faster, because documents are shared securely in the vault rather than chased by email.

A single source of truthEvery financial, business and personal document for the family, in one secure, organized vault.
Time saved with every professionalAccountants, lawyers and advisors collaborate in the vault with the right permissions, instead of chasing files by email.
Secure access from anywhereFamily members and Trusted Advisors reach what they need, wherever they are in the world.
Paper, digitized and searchableImportant paper documents are digitized, secure and searchable in seconds.

HUNTER HOLDINGSFAMILY OFFICE

Our Family Office uses FutureVault’s technology for secure, digital central storage with access by Trusted Advisors and users from anywhere in the world. FutureVault has allowed us to easily digitize important paper documents, making every bit of it secure, accessible, and searchable.