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features
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support

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Description

The family oversees one or more active enterprises and typically maintains commercial real estate to bolster its business activities, while also holding passive stakes in related ventures, managing inter-company loans and guarantees, and acquiring valuable personal assets such as art and automobiles. Following the passing of the family's wealth creator, the legacy holdings are now under the stewardship of the second generation, whose members have utilized the family's resources to establish their own businesses and pursue personal investment interests. An extensive estate plan is in place to ensure benefits for the third generation and beyond, reflecting a commitment to long-term wealth preservation. The management of the family foundation now requires greater attention compared to the first generation. The family's wealth, which was amassed through a significant liquidity event, is strategically placed in various trusts benefiting children and grandchildren, while the family opts to invest its cash in a well-diversified portfolio that prioritizes both direct and alternative investment opportunities. As the family evolves, the focus on strategic growth and investment diversification continues to shape its financial landscape.

Description

Kinbase Family Network fosters strong family values and encourages collaboration by promoting effective communication and enjoyable interactions among families globally. Are you thinking about organizing a family event in the future? Begin your family legacy today and allow Kinbase to streamline your event planning process effortlessly. Meanwhile, Kinbase Business offers the potential for unlimited growth through our robust Customer Relation Management (CRM) system. Prioritizing your customers is essential if you truly value your business. With Kinbase, you can Build, Manage, and Grow (BMG) your customer base all in one place at kinbase.net, making it easier than ever to achieve your business goals. Don't miss out on the opportunity to elevate both your family connections and business ventures with Kinbase.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$2000.00/year
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Complex Interests

Founded

2012

Country

United States

Website

complexinterests.com

Vendor Details

Company Name

Kinbase

Country

United States

Website

www.kinbase.com

Product Features

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Alternatives

Alternatives

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FamilyWealthGuru

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Ablifree

Bluemark