Best Jfg Family Office Apps

215+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated May 2026

With an average user rating of 4.4★, the jfg family office category is one of the App Store's strongest. Browse all 215+ apps we track, sorted so the most loved ones surface first.

Top Picks for Jfg Family Office

Trustworthy - The Family OS®#3

Trustworthy - The Family OS® by Trustworthy Co.

Secure your family documents
Worth Considering
💰 Finance
4.3(120 ratings)
FreeIn-App Purchases
Trustworthy - The Family OS® screenshot 1
Trustworthy - The Family OS® screenshot 2
Trustworthy - The Family OS® screenshot 3
Trustworthy - The Family OS® screenshot 4
Trustworthy - The Family OS® screenshot 5
Trustworthy - The Family OS® screenshot 6

This app provides a secure, centralized platform to organize and protect all your important family information, from financial and legal documents to passwords and IDs. It facilitates collaboration among family members and offers expert assistance for digital organization.

More Jfg Family Office apps to explore

4
Trusted Family Classic
Trusted Family Classic
Trusted Family Classic
Secure Family Office Platform
Free

This platform facilitates communication and engagement for multigenerational family businesses and family offices. It offers a secure, permission-based environment for sharing content, managing events, and connecting with family members, shareholders, and directors.

Family and business communicationRelationship buildingContent and event management
💼 Business
(8)
free
5
Trusted Family
Trusted Family
Trusted Family
Unified Governance Platform
Free

This platform offers a secure and efficient way for family enterprises to manage stakeholder governance. It provides tools for document sharing, collaboration, and granular access control, enhancing transparency and decision-making within complex organizations.

Secure document storage and sharingCustomizable collaboration toolsGranular access control
💼 Business
(5)
free
6
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Saving, investing, stocks.
Free

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing
💰 Finance
(17K)
free with in-app purchases
7
Famileo: Your family newspaper
Famileo: Your family newspaper
Famileo: Your family newspaper
Photo-filled family gazette
Free

Easily create a personalized printed family newspaper from your photos and messages. This app connects generations by making it simple to share family news privately. It's an ideal gift for grandparents, offering home delivery or care setting options.

Create personalized printed family newspapersShare photos and messages privatelyFamily wall for shared memories
🌐 Social Networking
(108)
subscription
8
Schwab Workplace Retirement
Schwab Workplace Retirement
Schwab Workplace Retirement
by The Charles Schwab Corporation
Free

This application provides recordkeeping and related services for retirement plans. It is part of the services offered by a financial institution to manage your retirement accounts.

Retirement plan recordkeepingRelated administrative servicesAccount management
💰 Finance
(63K)
free with in-app purchases
9
Rockefeller Digital
Rockefeller Digital
Rockefeller Digital
by Rockefeller & Co. LLC
Free

Manage your Rockefeller Global Family Office accounts on the go. Access balances, deposit checks, transfer funds, pay bills, and securely communicate with your advisor. Digitally authorize transactions and view important documents.

Account balance and activity accessMobile check depositFund transfers
💰 Finance
(45)
free
10
EFE
EFE
EFE
Your Investment Advisor
Free

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

Track retirement goal progressView total portfolio and account detailsLink outside accounts
💰 Finance
(7.4K)
ad-supported
11
Family Office Exchange Events
Family Office Exchange Events
Family Office Exchange Events
by Family Office Exchange, LLC
Free
💼 Business
(0)
12
FINTRX
FINTRX
FINTRX
by FINTRX, Inc
Free

Access a vast database of private wealth information, including global family offices and registered investment advisors. Track asset flows, AUM changes, and identify potential LPs for your fund or private company.

Global family office dataRegistered investment advisor dataOver 1 million private wealth records
💼 Business
(5)
free
13
Hantz Group
Hantz Group
Hantz Group
by Hantz Group, Inc.
Free

Manage your personal finances with ease. Stay informed about your financial status and track your investments directly from your mobile device.

Financial trackingInvestment monitoringUp-to-date financial information
💰 Finance
(48)
free
14
Eleven Family Office
Eleven Family Office
Eleven Family Office
by Jetson Systems, Inc.
Free
📊 Productivity
(0)
15
EstateSpace
EstateSpace
EstateSpace
Estate Management Simplified.
Free

Streamline asset management for real estate and construction businesses. This platform enhances team capabilities, offering scalability and security for managing properties and estates.

Asset managementScalabilitySecurity
💼 Business
(13)
free
16
BeFamily — Family Assistant
BeFamily — Family Assistant
BeFamily — Family Assistant
Share calendar, tasks, & plans
Free

Streamline family life with a collaborative organizer. Share calendars, manage tasks, and coordinate plans effortlessly. Reduce the stress of household management and enjoy more quality time together.

Smart family calendar assistantReal-time collaborative planningShared to-do and shopping lists
📊 Productivity
(210)
free with in-app purchases
17
Willow Wealth
Willow Wealth
Willow Wealth
Private markets investing
Free

Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.

Diversify with private marketsReal estate, private equity, credit investmentsBuild custom portfolios
💰 Finance
(1.6K)
free with in-app purchases
18
Start Right Retire Right
Start Right Retire Right
Start Right Retire Right
by BOK Financial Corporation
Free

Access and manage your retirement plan details conveniently from your iPhone. Track your account balance, rate of return, and key plan features securely on the go.

Check account balanceView recent activityTrack rate of return
💰 Finance
(4.2K)
free
19
Fortitude Family Office
Fortitude Family Office
Fortitude Family Office
by Fortitude Family Office, LLC
Free
💰 Finance
(0)
20
Corebridge
Corebridge
Corebridge
Action is everything.
Free

Manage your retirement savings and financial goals on the go. Track your progress, make adjustments to your contributions and investments, and access educational resources to improve your financial wellness.

Retirement readiness assessmentPersonalized financial dashboardEasy plan enrollment
💰 Finance
(37)
free

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