FOR FAMILY OFFICES

Every entity. Every family member. One agent.

Instead gives family offices a single platform to manage tax across all entities, family members, and jurisdictions — from planning and strategy through filing and defense.

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Family office professionals reviewing multi-entity tax compliance and strategy

MULTI-ENTITY MANAGEMENT

Dozens of entities.
One unified view.

Trusts, LLCs, S corps, C corps, partnerships, individuals — family offices juggle them all. Instead gives you a single workspace to manage every entity for every family member, with full visibility into how they connect.

Trusts, LLCs, partnerships, and corps in one place
Per-family member entity grouping
Consolidated dashboards across all entities
Multi-generational structure support

Instead multi-entity management dashboard for family offices

CROSS-ENTITY OPTIMIZATION

The agent sees the whole picture.

Most tax software treats each entity in isolation. Instead’s agent understands how entities interact — optimizing distributions, allocations, and timing across the full family structure to minimize total tax burden.

Distribution timing optimization
Income shifting across entities
Loss harvesting and allocation coordination
Estimated payment planning across all members
Year-end scenario modeling for the full family

Cross-entity tax optimization across family office structures

STRATEGY & DOCUMENTATION

Implement strategies. Document everything.

From QSBS elections to grantor trust planning, the agent implements individual strategies and generates audit-ready memos and workpapers. Every decision is documented with IRC citations and supporting analysis.

See strategy workflows

K-1 COORDINATION

K-1s flowing between entities. Handled.

Family offices deal with K-1s at every level — partnerships issuing to trusts, trusts distributing to individuals, tiered structures flowing through multiple layers. Instead tracks every K-1, reconciles partner allocations, and keeps it all connected.

Track K-1s across all entity types
Reconcile partner and beneficiary allocations
Multi-tier flow-through tracking
Automatic import into recipient returns
K-1 status dashboard across all families

K-1 coordination and reconciliation across family office entities

FILING

Every return type. One platform.

File 1040, 1041, 1065, 1120, and 1120-S returns from a single workspace. IRS-approved e-file.

Form 1040

Individual returns for family members. All income sources, deductions, and credits consolidated.

Form 1041

Trust and estate returns. Beneficiary allocations, DNI calculations, and distribution deductions.

Form 1065

Partnership returns with K-1 generation, special allocations, and partner basis tracking.

Form 1120-S

S corporation returns with shareholder basis, reasonable compensation, and distribution analysis.

Form 1120

C corporation returns with accumulated earnings, tax credits, and intercompany transactions.

State & local

Multi-state filing across all entities. Nexus tracking, apportionment, and composite returns.

Extensions & estimates

Automatic extension filing and estimated payment calculations across every entity and jurisdiction.

Amended returns

Corrections and adjustments across entity types with carryforward impact analysis.

COMPLIANCE CALENDAR

Never miss a deadline. Ever.

Track filing deadlines, extension dates, and estimated payment schedules across every entity and jurisdiction in one calendar. The agent sends alerts, prepares filings ahead of deadlines, and keeps your entire family office on track.