Family Office
Loan accounting and payments platform
- 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
Watch a short introduction video here!
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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
Learn more about Zimple Money
Zimple is trusted by:
- Land Buyers and Resellers
- Real Estate and Business Brokers
- Private Lenders
- 401K Beneficiaries and Administrators
- Banks and Credit Unions
- Trust Companies
- Family Offices
- Estate Planners
- Finance Companies
- Private Real Estate Lenders
- Independent Auto Dealers
- Equipment Dealers
- And More