No more fog of spreadsheets. Foliostone brings your wealth together, explains it and anticipates it — so you stay, every day, one step ahead of your decisions.
Foliostone adapts to your profile. Pick yours — the experience, reports and insights change accordingly.
Wealth management has always rested on trust in a person. Foliostone changes that: an intelligence with no commercial interest, synthesizing global knowledge and applying it to your situation — in full transparency.
Foliostone doesn’t replace your advisor — it puts you on equal footing. You arrive already informed, you ask the right questions, and you keep the final say.
No black box. Foliostone draws on your data and the applicable law — and shows you exactly where every figure comes from.
As a Portuguese resident, passing on your SCI would remain taxable in France (property located in France) — with the burden materially reducible through dismemberment planned ahead. Foliostone computes each figure from your own data and the applicable law, and shows its source.
Stop juggling spreadsheets and generic tools. Foliostone is built for complex estates — and for those who want to steer them with peace of mind.
Wealth you can see clearly is wealth you steer better. Every asset tracked, every fee uncovered, every decision informed — measurement becomes decision, and decisions you can stand behind.
Illustration — not a performance promise.
All your assets, entities and jurisdictions on a single view. Ownership shares and dismemberment handled natively, no workarounds.
Countries with tax rules and bilateral treaties built in. Each residence, each flow, its own schedule.
Proactive insights, anomalies detected, optimizations in plain language. No training on your data — it stays yours.
Market instruments in real time. Stress-tests on your consolidated wealth, disposal simulations and relocation scenarios.
4-step succession wizard, CGI / IRC / IHTA optimizations, documented and exportable transmission plan.
For the first time, I see everything, clearly. I decide with peace of mind — and enjoy the rest.
Foliostone is in private beta. We're shaping it hand in hand with a first cohort of wealth advisors and family offices — around real practices, before we open it more widely. If you advise complex estates, we'd like to build it with you.
Check, simulate and decide wherever you are. The Foliostone app carries the platform’s full power — with a discreet mode built for privacy.
Your clients manage estates from €5M to €500M. Foliostone is built to withstand the strictest audits of family offices and private banks.
France & Germany, strict GDPR, never outside the EU.
At rest. TLS 1.3 in transit. Rotated keys.
Automated vulnerability scanning.
Your data is never sold or used to train models.
Strict multi-tenant, no cross-tenant leakage.
Every action tracked, timestamped, exportable.
Authenticator-app (TOTP) support.
Read-only aggregation via a licensed provider.
3 daily copies, 3 regions.
GDPR-compliant. AES-256 at rest, TLS 1.3 in transit. Hosting exclusively within the European Union.
No client data is ever shared, sold or used to train models. You remain the owner.
OECD bilateral treaties built in; we add jurisdictions with each design-partner cohort.
Assisted migration included. Our team retrieves, structures and reconciles your data in 2 to 4 weeks.
Starter: 1 day. Pro: 1-2 weeks. Family Office: 2-6 weeks depending on complexity.
No. It’s a steering and analysis tool for you and your advisors — the decisions remain theirs.
Anomaly detection, optimization suggestions, natural-language Q&A. Trained on public data only.
Native iOS and Android apps, with privacy mode for discreet viewing.
Trusts, holdings, SCI, SAS, fiducies, foundations, dismemberment, shareholder loans — all native.
No commitment. Data exportable as CSV/JSON/PDF, deleted within 30 days.
Create your space in minutes. No commitment. Assisted migration included.
