THE PLATFORM
TrueHolder replaces the local agents, spreadsheets, document folders, valuation snapshots, and permission lists that usually drift apart across every jurisdiction.
01 — FORGE
Forge
Roadmap: multi-jurisdiction entity formation, compliance calendars, structuring advice, banking, licensing, and IP orchestration — with every new entity flowing directly into the ownership graph.
02 — COMMAND
Command
Companies, SPVs, trusts, partnerships, people, shareholding, voting rights, valuations, cashflow, tax calendars, document vaults, access controls, and audit logs in one dense, data-first command layer.
03 — LEGACY
Legacy
Crisis-triggered transfer, international will logic, conditional succession rules, and generational onboarding so heirs step into a ready-made dashboard, not chaos.
HOW IT WORKS
1. Scope
Onboarding mapping your ownership, tax footprint, and global goals.
2. Structure
Command maps the live structure today. Forge will create new entities. Legacy will protect the same graph across generations.
3. Operate
Atlas will sit across all layers, anticipating deadlines, access changes, stale asset data, and jurisdictional events before they become urgent.
Atlas is the planned intelligence layer across Forge, Command, and Legacy — surfacing filings, stale records, access changes, and jurisdiction events before they become admin debt.
• Entity deadlines and filing windows
• Permission changes before family events
• Asset records that have gone stale
SIGNAL · 09:14
You have 3 entities with new economic substance requirements due before 31 March. Two filings need to be prepared — shall I draft a summary for your adviser?
SIGNAL · 09:17
Your daughter turns 18 in 4 months. Do you want to update her access permissions in Legacy to include read access to Command?
SIGNAL · 09:22
Gulf Trading FZE asset data hasn’t been updated in 6 months. I’ve flagged this to your adviser and added it to your Q1 review.
WHO IT’S FOR
Families, operators, and trusted advisors use TrueHolder when structure, valuation, access, compliance, and succession can no longer live in separate files.
UHNW FAMILY
Full circle — structure, valuation, operations, and succession across generations.
GLOBAL ENTREPRENEUR
Forge + Command for founders running five or more entities across jurisdictions.
INHERITED WEALTH
Command + Legacy for custodians protecting and preparing assets for the next generation.
FIRST GENERATION
All three layers for self-made families building structures and thinking about legacy early.
OFFICE TERMINAL
Multi-client terminal views, team-scoped permissions, document vaults, and operations tracking.
TRUSTED ADVISOR TERMINALS
Wealth managers, trustees, solicitors, and tax advisors get the client-circle view they need to satisfy obligations.