For Tax & Estate Attorneys
Your Family Office Clients Are Leaving Money on the Table. So Are You.
When client information is scattered across spreadsheets, email threads, and filing cabinets, billable hours get absorbed by coordination — not counsel. Veridel fixes the disorganization. You get the credit.
The Coordination Tax
Sound familiar?
“We're still waiting on the trust document from the accountant.”
You spend billable time chasing information your clients should already have organized.
“Which entity holds the Florida property again?”
Multi-entity families have no central source of truth — and you pay the coordination tax.
“I need the gift tax summary before we can move forward.”
Annual reviews and compliance work get delayed because documents live everywhere but one place.
The organization platform your family office clients need — with your name on it.
Veridel is a purpose-built platform that gives family offices a single, secure hub for their documents, entities, advisors, and financial information. When a client uses Veridel, they stop relying on email threads and memory — and start arriving at every meeting prepared.
As a Veridel partner, you offer this under your firm's brand. Your clients see your logo, your name, your colors. Veridel powers it. You own the relationship.
How It Works
Three steps. No technical lift on your side.
You join as a Veridel Partner
Free referral tier or white-label plan. No technical setup required on your end.
Your client gets onboarded
Veridel's team handles setup end-to-end. You introduce it as part of your advisory service.
Your brand, their organized life
Every time they log in, they see your firm. Every document request you make gets answered in hours, not weeks.
Why this works for your firm
Organized clients are loyal clients.
Family-office clients drift away when information feels disorganized and ownership feels unclear. A Veridel portal under your firm's brand reverses that: documents are findable, deadlines are visible, and your logo is the one they see every time they log in. The result is a stickier relationship, a lower switching cost, and — for partners on the white-label plan — a recurring revenue stream that runs in the background of billable work.
The Referral Tier is free to join.
Start with one client referral, see how it works, and decide if white-label is right for your firm. No upfront cost, no commitment.
Built for the Family Office World
Trusted by the advisors in it.
Veridel was founded by executives who've led public companies, executed enterprise-scale acquisitions, and built breakthrough AI technology. We understand where wealth-management infrastructure actually breaks down — and how advisors lose time and credibility when it does.
Public Company Leadership
Executives with direct experience leading financial operations for publicly traded companies and institutional-grade reporting.
9+ Acquisitions Integrated
Hands-on M&A track record consolidating disparate systems and standardizing data across complex multi-entity structures.
AI Platform Operators
Built and scaled a profitable AI platform that turns fragmented information into actionable intelligence at scale.
Fiduciary-Grade Operations
Privacy requirements, reporting standards, and governance frameworks built for advisors who carry real fiduciary weight.
“If your tax function depends on what's in someone's head rather than what's documented in your systems, you have a serious risk that no amount of hiring can fully solve.”
Plante Moran — Designing a Resilient Tax Function for the Modern Family Office, 2026
What You're Actually Signing Up For
Four commitments, in plain language.
256-bit Encrypted
SOC 2-aligned data storage on dedicated, US-based infrastructure.
White-Label Agreement
Reviewed by independent counsel. Plain-language terms, no surprises.
Your Client, Always Yours
Veridel never markets to, solicits, or contacts your clients except through your firm.
Bar-Ethics Compliant
Structured as a software reseller arrangement — compatible with bar ethical rules in all U.S. jurisdictions.
Two ways to start. Both are low-risk.
Different firms hit this page at different decision stages. Pick the path that fits.
Option 1 — Start Free
Join as a Referral Partner
No cost, no commitment. Refer one client and earn 20% recurring commission on their subscription.
Join the Referral Program→Option 2 — See It First
Request a Partner Preview
A 20-minute walkthrough. See the platform, ask questions, and decide if white-label is right for your firm.
Schedule a Preview CallNo technical setup. No client disruption. No obligation.
If you refer one client and it doesn't work for them, you've lost nothing. The downside is bounded; the upside is a recurring line of revenue and a more organized client.
Schedule a 20-minute partner preview→