The family portal
What lives behind the family sign-in.
The trust’s reports, the family budget and requests for aid, votes and council records, trip plans and constitution drafts are for verified family members only. Here is what the portal will hold, and how far along each part is.
- PilotWorking now for the first approved family members.
- In buildBeing built now for the first family accounts.
- DesignedDesigned with the family; put in place once accounts open.
- Pilot
One family sign-in
Relatives sign in through Federated Trust, so every account belongs to a verified person and access can be granted or taken back.
- In build
Your own account
Keep your contact details, household and preferences current, and see what the trust has shared with you.
- In build
Opt in, opt out
Choose how involved you want to be, from newsletters to votes, and change your mind at any time. Taking part is always a choice.
- Designed
Trust holdings and reports
What the trust holds and how it is doing, with its regular reports. Visible only to signed-in, verified family members, and never published on these public pages.
- Designed
Annual budget and requests for aid
See the year’s family budget and the published guidelines, ask for support, and follow your request through the family council.
- Designed
Plan ahead with advisors
Learn practical finances with qualified advisors and ask about co-funding toward insurance, retirement accounts or a trust for your own family.
- Designed
Votes and council records
Vote on the family’s representatives and the questions put to the family, and read the family council’s minutes and decisions.
- Designed
Constitution drafts
Read, comment on and vote on drafts of the family constitution as it is written in 2027, and on any later changes.
- Designed
Write our values together
Draft, discuss and vote on the family’s values and mission each year, so they stay the family’s words, not one person’s.
- Designed
Trip planning
Propose trips and gatherings, vote on them and plan them together. The first trip is planned in 2027; the trust helps fund them from 2028.
- Designed
Family stories and memories
Share stories of Clyde and what he meant to you, photographs of the paintings he made for family members, and memories of the special trips the grandparents took with their grandchildren.
- Designed
Rollout votes
As the portal opens, the family votes on the logos, the wording of these sites and a Top 5 list of places for family trips.
- Designed
Trust administration
Notices, meeting records and decisions from the trust’s fiduciaries, shared with the family in one place.
Privacy
Public pages tell the story. The rest stays with the family.
These public pages share what the trust does and what it stands for. What the trust holds, its reports, the budget, requests for aid, votes and council records sit behind family sign-in, for verified family members and the trust’s fiduciaries only.