Clarity and control for every structure
Athennian gives family offices a single source of truth for managing diverse structures, trusts and holdings, enabling secure collaboration, proactive governance and continuity across trusted advisors.
Solving for family office needs
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Governance Without Guesswork
Eliminate version confusion and fragmented files with centralized, always-accurate entity and ownership records.
Built for Trusted Collaboration
Grant secure, role-based access to legal, tax and financial advisors while maintaining full visibility and control.
Prepared for What’s Next
Easily support transitions, restructuring and cross-border compliance with a platform designed for long-term stewardship.
Athennian Delivers
- Consolidated view of entities, trusts, and holdings
- Visual ownership structures and real-time org charts
- Role-based access for internal teams and external advisors
- Integrated document and signature workflows
- Audit history, reminders, and compliance tracking
Trusted by Leading Global Organizations
Athennian is very user-friendly. Features like changing a director over multiple entities, creating docs to effect change of directors, or creating new entities are all easy to perform. Athennian makes me look like a superstar!
Teams in other countries can go in, pull documents and do not have to wait on email responses or timezone differences. Anything they need, it's all right at their fingertips. That's a huge win.
My favorite Athennian feature is the virtual minute book. I love that you can pull a folder, download everything and share with others—it is exactly what I was looking for. I use it all the time.
With Athennian, we know our records are 100% current. Documents are updated in real-time versus sitting on a shelf waiting to be updated. Athennian saves us so much time and energy.
We’ve cut entity creation time by 87% with Athennian. Athennian provides our clients with real time access to their corporate organizational records from anywhere.
One solution for modern entity management and governance ops
Entity & People Records
Record entity details, appointment, addresses, KYC, registrations and compliance details in reportable and searchable profiles.
Equity & Debt Structures
Manage cap tables, equity and debt transactions, records and structure across industries.
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Structure Charts
Instantly produce dynamic charts that reflect ownership, governance and commercial relationships.
Controls & Governance
Control and monitor your source of truth with granular permissions, audit trails and custom fields to ensure data integrity.
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Document Management
Store, edit and automate templates, use electronic signatures, and control access to sensitive documents.
Appointments/D&O
Record, link and automate any appointment such as director, officer, power of attorney or signing authority.
Tasks & Reports
Track compliance dates and significant events, and create custom task lists for various activities and milestones.
Athennian AI
Remove the cost, time and risk of manual data entry and initial onboarding, M&A and ongoing maintenance.
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Get a solid foundation for your governance ops
Talk to us about how Athennian can help your teams today.
Request a demo
Frequently Asked Questions
Athennian provides a clear, centralized system for managing trusts, holdings and entity structures. It reduces reliance on spreadsheets and ensures advisors and principals always work from the same accurate data, which is key to supporting stewardship and long-term governance.
Yes. Legal, tax and wealth advisors can be granted secure, role-based access to the entities they’re involved with. This simplifies coordination while maintaining privacy and control over sensitive records.
Spreadsheets are prone to error and version confusion. Athennian ensures a single source of truth with real-time updates, tracked changes and structured data. This enables more proactive governance and simplifies decision-making.
By maintaining accurate records, appointment histories and compliance workflows, Athennian supports intergenerational transitions, restructuring and changes in control. Advisors and family members can plan more confidently knowing the data is complete and current.
Yes. Whether managing cross-border trusts, holding companies or investment vehicles, Athennian is equipped to support jurisdiction-specific compliance, filings and organizational clarity across entities.
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