How to create your first workspace

A workspace in Foliostone is your personal or family wealth management environment. It keeps all your assets, entities, and financial data organized and secure in one place.

To create your first workspace, sign up for a Foliostone account and follow the onboarding wizard. You will be asked to name your workspace (e.g. "My Family Office" or "Personal Wealth") and choose your primary currency.

Once created, you can invite family members or advisors to collaborate. Each workspace is fully isolated — data from one workspace is never visible to another. This makes Foliostone ideal for managing multiple clients or family branches.

You can always create additional workspaces later from your account settings. Each workspace has its own set of assets, entities, documents, and reports.