Our vision is to simplify the complex life of families.

Our mission is to enable high net worth individuals and families to better manage their complex life by providing a secure, private, and efficient operating environment that connects them with their ecosystem service providers and each other. Our systems help facilitate seamless decision making, create institutional memory and ensure the continuity of information across real world domains. We’ll get you started with dedicated resources to assist with onboarding, and wisdom for how to build alignment among the family, the family office and the professionals involved in daily operations.


Contact Way2B1

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Few more questions...

How soon would you ideally like a solution in place?

What type of family office are you?

What is your total AUM?

Where are you based?

What sets Way2B1 apart?

"Our technology is specifically designed for family offices, leveraging Wayne Osborne’s 25 years in helping families manage complex lives."
Carl Krass


Get an overview of what this software does.

Main tasks

  • Governance
  • Accounting
  • Impact/ESG reporting
  • Family office operations

Top features

  • Collaboration with anyone  across the globe
  • Secure, single point of access to important information across family operations
  • Keep a variety of information current, organized and accessible from anywhere
  • Submission of documents in a secure manner & and automatic backups
  • Control of expenditures, investments, philanthropic goals and more.
  • Consolidation communication, documentation, and due diligence
  • Highly customizable approval processes that adapt to workflows
  • Management of repairs and projects
  • Scheduling of preventative maintenance ahead of time
  • Checklists

Assets supported

  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
  • Real estate
  • Private equity


  • GDPR
  • SOC 2
  • Type 2


  • No

Type Of Software

  • SaaS


  • SOC 2
  • Type 2
  • Certified
  • Client data ownership
  • Multifactor authentication
  • End-to-end encryption
  • Single tenant virtual private cloud
  • Regular 3rd party security audits
  • Segmented network infrastructure
  • Annual employee security training


  • Linux


  • Quick Books Online
  • Google Drive
  • Google Suite

Mobile App

  • Yes


  • Set exchange rate on a request by request basis

Cost structure

  • Seat based (per named user)

Average cost p.a.

  • Average UHNWIs:$1,800
  • SFO (small):$4,500
  • SFO (large):$12,000




United States of America

Visit website

Carl Krass


Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.


  • 11-50


  • 2015


  • Owned by management
  • Key staff also have ownership
  • Clients are also owners


  • United States of America


  • San Francisco
  • California
  • Chicago
  • Illinois
  • Zürich
  • Switzerland

Top 5 Markets

  • States of America
  • Switzerland
  • Singapore
  • Germany
  • Canada


  • Single-family offices

Serves also

  • Individual wealth owners
  • Banks

Available upon request

Request References

What Way2B1's clients say

"Greenlight has proven to be a fantastic database, giving us ultimate control over how we receive, analyze and process all of our purchase requests. It offers an entirely integrated experience with QuickBooks and has increased our productivity tenfold. I am especially impressed with their customer service team who are always very happy to offer training, advice and eager to listen to our feedback. They are constantly improving and exceeding all of our expectations."

Support & services

Learn what support and services you can expect

Support options

Dedicated contact
General contact mail or phone

Pricing of support

Free support


Family office admins take 1-2 weeks to onboard. All other users take 30 minutes to onboard.

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