Family Offices

Loan accounting and payments platform for:

  • Tracking loans for investor notes, intrafamily loans, and transfer of family assets
  • Helping family members buy homes and other assets
  • Generational transfer of businesses
  • Seller financing for businesses and property
  • Mission-based loans through a family foundation
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Watch a short introduction to Zimple for Family Offices here!

Platform highlights:

  • Professional third-party administration provided by ZimpleMoney
  • Access available to other professional service providers: lawyers, accountants, estate planners and others
  • Tax reporting
  • Personal family portal with dedicated URL “johnson.myfamilybank.us” (sample only)
  • Easily keep track of all family business related intra-family lending for improved accountability, efficiency and transparency 
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