Shitrit Family Office
Sign in

Private office · By invitation

Your whole financial life. One calm place.

The house, the projects, the portfolio, the companies. Every number kept for years, and Kira, who reads it all and tells you what matters today.

Sign inI have an invitation

Access is granted personally, one person at a time.

The Briefing Room on the iPhone

6

departments, never mixed

10+

years of records in one account

2

languages, English and Spanish

1

office: web and iPhone, the same

How it is organized

Six departments. One office. Nothing mixed.

Like a real family office: each department keeps its own books and its own numbers. The Briefing Room reads them all, and Kira walks between them. In words, never by adding money across.

Briefing Room

Open the app. It has already read everything.

Every morning the office is read for you: where the month stands, how the portfolio moved, which card is pending, what a project is burning, which company needs a signature. One screen, and you decide what to open.

  • The read, by KiraTwo sentences on where things stand and three things worth checking today. Each one opens the numbers behind it.
  • Every department, one screenThis month's household, the portfolio right now, cards paid or pending, active projects, companies that need attention.
  • Never mixedEach figure comes from its own department's engine. Nothing is added across departments, so nothing is counted twice.
The Briefing Room at night, on the iPhone

Household

The house, month by month, for years.

Every payment of the home with who made it and what it was for. The dashboard reads the whole history and tells you where this month stands; the cards stay in their own lane, never added to the spending.

  • Every payment, with its who and whatTitle, vendor, category and family member on each line. Add a payment in seconds; the whole office already knows.
  • Cards in their own lanePaying a card is not new spending: what you bought is already in the house. Statements live apart and carry the CC badge everywhere.
  • This month against last, and against last yearThe dashboard compares on its own: pace, fixed base, year to date, the biggest month ever.
  • Verify anythingAnalytics filters any title, vendor, category or person across every year and opens the payments behind the figure.
The payments of a month, on the iPhone

Analytics

Any number, opened.

Pick a vendor, a category, a person or a card and see it across every year: totals, averages, the biggest month, the payments behind it. Every figure on every screen links here.

Household analytics

Projects

Everything that is not the month.

A remodel, a trip, a wedding, a car. Special projects live in their own world, each with its budget, its expenses, its lists and its notes. Nothing here mixes with the household.

  • One folder per projectA remodel, a trip, a car, a party. Each with its own budget, categories, vendors, lists and notes.
  • Budget against spent, liveHow much is left, what went over, and the payments behind each number. Nothing here mixes with the household.
  • Closed and keptFinished projects lock. Years later, the cost of the kitchen is still one tap away.
A project with its budget, on the iPhone

Investment

The portfolio, priced live.

Stocks and ETFs across portfolios and owners, with purchases, sales and splits recorded as they happened. Prices refresh through the day; the history is charted since the first buy.

  • Priced livePortfolios and owners, with today's move, gain and cost basis per holding.
  • Distance to the all-time highWhat each holding is worth today and what it would be worth back at its peak.
  • Dividends and historyYield per holding, and the value of the whole portfolio charted since the first purchase.
Distance to the all-time high, on the iPhone

Companies

Every company, and who sits where.

Holdings, LLCs, foundations, the old company that was dissolved. Their files, their boards, their shareholders, and what needs attention this quarter. A department of its own, with its own analytics.

  • Every company, its fileType, jurisdiction, registry, capital, resident agent, purpose. All in one card.
  • Who sits wherePresident, secretary, treasurer, directors, attorneys, shareholders. The same person across every board.
  • What needs attentionA board missing an officer, an anniversary of incorporation coming up, a seat that ended.
A company and its board, on the iPhone

Kira · the office's assistant

Ask Kira like you would ask a person.

She knows the four ledgers cold and answers with the figure, the comparison that makes it matter, and a link to the payments. When something is a card, she says CC. She never adds money across departments.

AIMarked as AI, always.
  • Ask like you would ask a person"How much did school cost this year?" "What did Greece cost us in the end?" She answers with the figure and a link to it.
  • Looks things up, never guessesKira queries your own records. The engines do the arithmetic. Every line written by AI carries the AI badge.
  • Remembers what you tell herWho is at which school, when the trip starts. You can see everything she keeps and delete any of it.
The same conversation, on the iPhone

Reports

Reports that look like they came from a bank.

Monthly, yearly, by card, by project, by holding, by company. PDF with the office's letterhead, Excel with every line, or straight to an email. Build your own and keep it.

  • PDF with the office's letterheadMonthly, yearly, by card, by project, by holding. Every line behind the totals.
  • Excel, print, emailSend a report to your accountant from the phone. Save the ones you use as your own.
  • One department per reportEach report reads one engine, so what it says is exactly what the screen says.
A report on the iPhone

One office

On the phone, on the desk. Light or dark.

The iPhone app and the web are the same office: same screens, same numbers, same moment. Run by the family, for the family.

  • iPhone and web, the same officeSame screens, same numbers, same moment. Add a payment on the phone and see it on the desk.
  • Light and darkBoth themes drawn for the brand. Follows the phone, or your choice.
  • English and SpanishEvery screen, every report, every email, and Kira, in either language.
The office at night

Security

Safe. Seriously.

This is the financial life of a family, so it is built the way a bank would build it: nobody gets in without an invitation, nobody sees anyone else's records, and everything is encrypted. Here is exactly how.

  • By invitation only

    There is no public sign-up. Every account opens with a code handed out by the family, one person at a time.

  • One family, one vault

    Each household is isolated by rules inside the database itself. Nobody reads another family's records. Not even by mistake.

  • Encrypted, backed up

    Encrypted in transit and at rest, with backups. The same infrastructure that banks and hospitals run on.

  • Serious infrastructure

    Hosted on Vercel and Supabase, on Amazon's cloud. No servers in a closet.

  • AI that keeps quiet

    Kira runs on Claude, by Anthropic. What you write is never used to train any model, and she only sees your own office.

  • On the App Store

    The iPhone app went through Apple's review. Web and app show the same office at the same moment.

  • Yours to keep

    Everything exports to Excel or PDF. Ask, and the office deletes your account and all of its records.

  • Run by the family

    A back office to invite people, see who uses what, and take access away. Nothing is sold, no ads, no upsell.

Come in.

Members sign in below. If you are family, or a friend of the family, ask and the office will open the door.

Sign inI have an invitation
Request an invitation