01 · Overview
Everything you own, one view
A living balance sheet that explains where the family stands and what changed.
- Every account valued daily
- Rolled up by person, trust and company
- What changed today, in one line
The private wealth operating system
Everything your family owns. One mind watching it.
Cendron Wealth brings every account, entity, property, loan and document into one private system, then puts a team of specialists to work on it.
By invitation. Built for families with complex balance sheets and the advisors who serve them.
Net worth
$48,214,560
+$212,480 today
Entities
14
Trusts, LLCs, holdings
Accounts watched
82
Synced every morning
Needs you
2
Ranked by dollars
Cendron IQ
Ask anything about everything you own.
The intelligence at the center of the system has read every account, entity, loan, document and transaction, so you get a precise answer in seconds.
On your phone and desktopVoice or text
Thinking
What did we spend last month, and what was unusual?
Product tour
The everyday work, already done.
Walk through the system families use each morning to understand what they own, what changed and what needs attention.
02 · Portfolio
Every investment account, connected
Public, private and digital assets sit side by side without losing the detail inside each account.
- Brokerage, retirement, crypto and private funds side by side
- Holdings, cost basis and allocation for every account
- Connection health you can see
03 · Performance
Performance you can trust
See what the portfolio earned after deposits, withdrawals and transfers are taken out of the story.
- Time-weighted returns with deposits and transfers removed
- Compare every account to the market
- Since-you-bought-it and this-year views
04 · Connections
Connect every bank and card
Bring balances and activity into Cendron through secure, read-only connections.
- Thousands of institutions through secure read-only connections
- Balances and transactions refresh every morning
- Cendron tells you the moment a connection needs attention
05 · Burn Rate
Budget and spending, finally clear
Separate ordinary life from one-offs, then surface the quiet leaks that deserve attention.
- Every transaction categorized automatically
- A normal month separated from the one-offs that distort it
- Subscriptions, price creep and double charges caught for you
06 · Cash
Cash and liquidity
Know what is available now, where it sits and whether too much depends on one institution.
- Know exactly how much is liquid today
- Spot concentration risk
- Hide closed accounts without losing history
07 · Tax & Lots
Tax & lots
Turn cost-basis detail into clear timing and harvesting decisions before the calendar closes.
- Every lot tracked
- Know what turns long-term and when
- Harvest losses before year-end
08 · Private Markets
Private markets, real estate and loans
Keep slow-moving assets and obligations current beside the accounts that update every day.
- Private funds, property and debt next to everything else
- Capital calls and maturities tracked
- Reminders when a value goes stale
09 · Entities
Entities and ownership
See each legal structure as its own balance sheet and the family as one connected system.
- Every trust and company with its own balance sheet
- Who owns what, drawn
- Loans and assets counted where they belong
10 · Upcoming
What’s coming up
One calendar gathers the dates and dollars that should never arrive as a surprise.
- Maturities, taxes and big bills on one calendar
- Reminders before they matter
- Built from your own records
11 · Reports
Reports and the morning briefing
Start each day with the two lines that matter, then produce a complete family report when needed.
- A daily briefing by email
- Quarterly family reports in one click
- The same numbers your advisors see
12 · Security
Security and permissions
The family controls access precisely, with every important action preserved on record.
- The family decides exactly what each advisor sees
- Two-step sign-in for everyone
- Every view and change on record
The platform
One private system for the whole balance sheet.
Everything a family office does, running quietly in the background and surfacing only what needs you.
Complete net worth
Banks, brokerages, private funds, real estate, collectibles and crypto, valued daily and rolled up by entity.
Every dollar of spending
Full visibility across every card and account: ordinary months, one-offs, subscriptions and who spent what.
Dream Builder
Set a target, income or date and see realistic paths built from market history, not wishful thinking.
Latitude
“Can we afford it?” answered with the source of funds, tax and long-run cost to the family.
Bitcoin-backed lending
Live loan-to-value, margin-call lines and alerts from the real loan terms.
Advisory team
A coordinated team reviews the records and ranks what to do, while your licensed professionals decide.
Document library
A private inbox reads, titles and files K-1s, statements, deeds and policies.
What’s coming up
Maturities, tax dates, renewals, capital calls and large bills on one calendar.
Live demos · illustrative figures
Don’t read about it. Use it.
Move a slider, run a review or drop in a document. Every figure shown is illustrative.
Can we afford it? Ask Latitude.
Name the purchase and Cendron shows where the money should come from, including tax and long-run cost.
Illustrative figuresYes, comfortably.
0.16% of spendable capital · estimated tax $0 · long-run cost about $167/month.
Structure
Trusts, companies and properties, finally seen as one system.
Cendron maps who owns what and follows every dollar through the structure.
Security
Quiet by design.
A family’s balance sheet is its most private document. Cendron is built to see everything and expose nothing.
Read-only connections
Cendron can see balances and activity; it can never move money.
Your data stays yours
Each family’s workspace is sealed. Records are never used to train models.
Every action on record
Two-step sign-in, family-controlled roles and a complete activity log.
Onboarding
Up and running in an afternoon, without a consultant.
A short conversation, then an agent that connects everything and prepares the first review.
STEP ONE
A conversation with your guide
A 20-minute video interview covers your entities, properties, advisors, goals and worries.
● LIVE
“Which trusts hold your properties, and who’s the trustee?”
STEP TWO
An agent connects everything
Cendron builds your structure and walks through linking each bank, brokerage, card and set of books.
Operating checking
Brokerage (3 accounts)
Business books
STEP THREE
Your first review
History loads, documents file themselves and your advisory team delivers its first ranked review.
Net worth · $48.2M
Documents filed · 312
First recommendations · 7
By invitation
Your family’s system is waiting.
Cendron Wealth is onboarding a small number of families and advisory firms each quarter.