The business and the household blur
Distributions, owner draws, a holding company and personal accounts, with no single view of what you actually own.
For business owners
Your company has a CFO. Your family’s wealth should too.
An operating company, a holding company, a few passive investments and a household on top. WealthCEO gives you one view of all of it, with books for each entity and a clear line from distributions to Financial Independence.
- K-1 not receivedS corporation K-1 expected by March 15Needs you
- Q3 estimated paymentDue mid-September; safe harbor on trackWatching
- September close, holding LLCTrial balance tiesDone
Sound familiar?
What gets hard at this stage
Tax arrives in pieces
K-1s from the S corporation and the funds, estimated payments, and a CPA asking for the same facts every spring.
No clear answer to “when can I step back?”
Your wealth is real, but it’s tied up in the business. How much of your lifestyle could passive income carry today?
What WealthCEO does
The parts built for you
Wealth
Every entity in one view
The operating company at your percentage, the holding LLC, the trusts and the household, consolidated into one net worth.
- Ownership map that follows each stake
- Liquid and illiquid wealth side by side
Books
Books for the entities that carry them
Double-entry books for the holding company and the household, with a close that queues only the judgment calls.
- Trial balance that ties, or names what doesn’t
- One-click package for your CPA
Plan
Tax across every entity
K-1s expected, received and missing; estimated payments; a projection for the year.
- Facts for your CPA, not tax advice
- Safe harbor tracked all year
Plan
Coverage and your FI Date
How much of your lifestyle passive income already covers, and when it covers all of it, with the business’s distributions in the picture.
- Simulators for a sale or a step back
- Scenarios side by side
WealthCEO never moves money, places trades, files or signs anything. It watches, suggests and prepares; you act. How we protect your household
Free tools
Try the math first
Each runs in your browser on your own numbers. Nothing you type is stored or sent.
Financial Independence calculatorHow much of your lifestyle your passive income already pays for, and the year it pays for all of it.Coverage and your FI DateOpen the calculatorEstimated tax safe harbor calculatorThe federal estimated payments that keep you clear of an underpayment penalty, using the 100% and 110% prior-year rules.Required payments and four installmentsOpen the calculator
FAQ
Questions
Does WealthCEO replace my company’s accounting software?
No, and it doesn’t need to. Keep the operating company’s day-to-day books where they are. WealthCEO handles the household, the holding entities and the consolidated picture.
Can my CPA work in it?
Yes. Invite your CPA with access to tax and read-only books, limited to the entities you choose, with a date their access ends.
Also for: Real estate investors · Families with trusts · CPAs, attorneys and advisers
Ask to join the private beta
We’re opening WealthCEO to a small number of households at a time. Tell us about yours.