01
Advisor handoff
CA or wealth manager co-edits the client briefcase until ownership transfers. Handoff closes write access cleanly.
Founder's Office / Product Labs / Briefcase
Product Lab · Soft launch · v0.1
Family wealth,
without the noise.
Briefcase is an advisor-distributed conversation workspace for the annual family wealth review. Soft launch. Manual entry by design. Not a bank sync product. Not investment advice.
Scope
A CA or wealth manager hands it to a family during the annual review. The product wins on distribution and ritual — not vault chrome, not silent bank aggregation.
Founder's Office · Product Lab
Built under the office.
Briefcase is a Product Lab of Founder's Office & Co — software the office builds and operates (Vault vertical). Operated by Kartikay Sharma under FounderHQ LLP. Distinct from FO advisory services.
Product Lab
Soft launch
v0.1
Advisor-distributed
What it is
The table for the
hard conversation.
A deliberate workspace for family wealth review — not another net-worth dashboard competing on bank sync.
02
Family share
Read-only viewers for spouse and next gen — same numbers on the table, clear roles, no silent overwrites.
03
Manual clarity
Assets and liabilities entered by design. Multi-currency totals grouped without automatic foreign-exchange conversion.
What it is not
Honest limits.
Not bank or AA sync
Soft-launch v0.1 has no bank or account-aggregator integration. Manual entry is the product. Safebox and FOLO own the sync lane.
Not investment advice
Informational conversation workspace only. Values are user-entered. Not investment, tax, or legal advice. Not a vault-security chrome product.
Access
Open the workspace.
Product runs at briefcase.foundersoffice.co. Advisors and families sign in to continue the review conversation.
FAQ
Plain answers.
What is Briefcase?
A Product Lab of Founder's Office & Co — advisor-distributed family wealth conversation workspace for the annual review. Manual entry by design.
Does it sync banks?
No. Soft-launch v0.1 has no bank or account-aggregator sync. Manual entry is intentional.
Who is it for?
CAs and wealth managers who want a clean handoff into a family review, and families who need a shared, role-clear table of assets and liabilities.
Is this investment advice?
No. Briefcase is informational only. Values are user-entered. It does not constitute investment, tax, or legal advice.
How do I start?
Visit briefcase.foundersoffice.co or sign in at /login. For questions, inquire on the FO site with interest Briefcase.
Access
Open Briefcase.
Product runs at briefcase.foundersoffice.co. Return to Founder's Office Product Labs anytime.
Disclaimer. Briefcase is provided for informational and educational purposes only. Asset and liability values are entered by users and may be incomplete or outdated. Totals are grouped by currency without automatic foreign-exchange conversion. Briefcase does not constitute investment advice, tax advice, legal advice, or a financing commitment. Not a bank or account-aggregator product.