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FamilyOS — The Operating System for Family Businesses
Built for family businesses

Run your family
business like
a business.

AI-powered governance tools that give family businesses the professional structure they need — role clarity, family agreements, constitutions, and succession plans. Built in minutes.

9
Documents Generated
6
Industries Supported
14
Minutes to First Doc
✓ Ready
Document Generated
Family Constitution
6 articles · Governance framework · Signed by all members
✓ Ready
Document Generated
Role Descriptions
4 family members · Tailored to construction industry
Generating…
In Progress
Succession Plan
3-generation · Ownership transfer · Emergency protocol
Built for
🏗️ Construction & Trades 🏪 Retail & Wholesale ⚖️ Professional Services 🏠 Real Estate 🏭 Manufacturing 🌾 Agriculture
The problem

Most family businesses run on handshakes and assumptions.

The first generation builds something remarkable. The second generation inherits the business — but not the structure to run it. Roles blur. Decisions stall. Family dinners become board meetings. Conflict festers.

Professional governance — the structures that protect the business and the family — has always been expensive, slow, and locked behind advisors charging $500/hour.

Until now.

😤
Role confusionDad is the CEO, but is he also the boss at home? Nobody's sure who decides what.
💸
Pay disputesIs the founder's son paid fairly? Is Mum's role actually worth what she's earning? No one wants to ask.
🤐
No succession planWhat happens when the founder can't run the business anymore? Nobody's written it down.
Conflict without processDisagreements escalate to family feuds because there's no agreed way to resolve them.
📋
No formal agreementsEveryone works on good faith — until good faith runs out.
How it works

From conversation to
governance documents in minutes.

FamilyOS uses AI to turn your answers into professional, tailored governance documents. No lawyers. No blank page. No months of back and forth.

1

Tell us about your business

Answer a short series of questions about your business type, your family structure, your roles, and the challenges you're facing. Takes about 5 minutes.

2

AI generates your documents

Our AI uses your answers — and deep knowledge of your specific industry — to generate professional, tailored governance documents. Not generic templates. Your business.

3

Review, adapt, and adopt

Read through your documents, make adjustments, and get them reviewed by your attorney. Then adopt them with your family and start running the business properly.

What you get

Everything a family business
needs to govern itself well.

📋

Role Descriptions

AI-generated job descriptions for every family member — with real industry titles, specific responsibilities, decision-making authority, and performance standards. Not "Dad runs the business."

AI Generated
🤝

Family Employment Agreements

Formal employment frameworks covering compensation philosophy, performance review obligations, conflict of interest rules, and exit provisions. Professional contracts for family members.

AI Generated
🏛️

Family Constitution

A full governance document with Family Council structure, three-tier decision-making authority, family employment policy, ownership rules, and conflict resolution protocol.

AI Generated
🌱

Succession Plan

A structured succession framework covering leadership transition, ownership transfer options, next-generation readiness, and emergency succession — tailored to your industry.

AI Generated
⚖️

Buy-Sell Agreement

A framework governing what happens to ownership when a family member dies, retires, divorces, or wants to sell. All 8 triggering events. Payment terms. Valuation methodology.

AI Generated
💰

Compensation Policy

Market-rate pay framework with Compensation Committee structure to take pay decisions out of the informal family dynamic. Transparent, fair, documented.

AI Generated
🕊️

Conflict Resolution Protocol

A 4-step escalation process — direct conversation, Chair mediation, Council hearing, external mediator — so family disputes never reach lawyers unless all else fails.

Template
📊

Performance Reviews

A full annual review framework with 5-point rating scale, Performance Improvement Plan process, and SMART goal setting. Same rules for family and non-family staff.

Template
🌟

Next-Gen Readiness Assessment

20-competency candidate assessment, business governance readiness checklist, 360-degree feedback framework, and development plan for succession candidates.

Template
Pricing

Simple, transparent pricing.
No hidden fees.

Monthly
Annual Save 20%
Free Trial
$0
14 days · No card required
Try FamilyOS with full access. No commitment, no credit card.
Full platform access for 14 days
All 9 AI document types
All downloadable templates
Auto-save and account storage
Start Free Trial
Family + Advisor
$99
per month, billed monthly
Includes your advisor or accountant in the process.
Everything in Family Business
Shared advisor access
Advisor dashboard view
Collaborative document editing
Advisor notes and annotations
Get Started
Advisor Agency
$299
per month, billed monthly
For advisors managing multiple family business clients.
Unlimited client accounts
White-label branding options
Advisor dashboard for all clients
Priority onboarding support
Revenue share programme
Dedicated account manager
Contact Us
What they say

Family businesses who got
their house in order.

★★★★★
"We had the same argument about my son's role for three years. FamilyOS gave us a document to sign in an afternoon. The argument stopped."
R
Robert M.
Founder, M&R Construction — 2nd generation
"Our accountant was paying $400/hour to help us write a family employment policy. We did it in FamilyOS in 20 minutes. The accountant reviewed it. Done."
★★★★★
S
Sarah K.
Co-owner, Kellaway Retail Group
"I use FamilyOS for every new family business client. It replaces 3 hours of intake work with a 15-minute session. The documents are genuinely good."
★★★★★
D
David T.
Family Business Advisor — 12 years
Questions

Frequently asked
questions.

Are FamilyOS documents legally binding?
+
FamilyOS generates professional templates — not final legal documents. All documents should be reviewed by a qualified attorney before signing. FamilyOS is not a law firm and does not provide legal advice. That said, the documents are substantive, detailed, and structured to make attorney review fast and efficient.
How does the AI know about my specific industry?
+
FamilyOS automatically detects your industry from your setup answers and injects industry-specific context into every document prompt. A construction business gets documents referencing job site safety, bonding, and subcontractor relationships. A farm gets documents referencing land transfer, seasonal cash flow, and grain marketing. Six industries are fully supported: Construction, Retail, Professional Services, Real Estate, Manufacturing, and Agriculture.
Is my business information kept private?
+
Yes. We do not sell your data. We do not use your business information to train AI models. Your data is encrypted at rest and in transit. We use Anthropic's Claude API to generate documents — Anthropic does not use API inputs to train their models by default. Full details are in our Privacy Policy.
Can I use FamilyOS for more than one family business?
+
The standard Family Business plan covers one business. Advisors managing multiple family business clients should look at the Advisor Agency plan, which provides unlimited client accounts, a unified advisor dashboard, and optional white-label branding.
What happens to my documents if I cancel?
+
You can export and download all your documents at any time. After cancellation, your account and documents are retained for 30 days — giving you time to download everything before they are deleted. We don't hold your documents hostage.
How is FamilyOS different from just using ChatGPT?
+
FamilyOS is purpose-built for family business governance. The AI prompts encode deep expertise about family business dynamics, industry-specific governance challenges, and the legal structure of family employment and succession documents. It also stores your setup answers, saves your documents to your account, and provides blank templates, legal policies, and an advisor partnership programme. It's a product, not a chat window.
Do I need a lawyer to use FamilyOS?
+
No — but we recommend having a lawyer review any document before it's signed or formally adopted. FamilyOS dramatically reduces the time and cost of the legal process by giving your lawyer a substantive first draft instead of a blank brief. Most users find that attorney review of a FamilyOS document takes a fraction of the time of drafting from scratch.

Your family built something
worth protecting.

Start your free 14-day trial. No credit card. No commitment. Just the structure your business has always needed.

14-day free trial · No credit card required · Cancel anytime

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