Business Transformation | 07.08.26

Vanilla’s Approach to Better Software for Family Offices: Listen First, Build Second

by: Grace L. Williams

Vanilla and Callan Family Office have formed a strategic partnership aimed at improving estate planning technology for ultra-high-net-worth families and the advisers who serve them. The firms said the partnership will combine joint product development with go-to-market efforts focused on the complex needs of family offices, including financial structures, entities, family businesses, holding companies and multigenerational wealth transfer. Vanilla CEO Gene Farrell said client feedback drives much of the company’s product road map. The company also plans to use artificial intelligence to generate faster insights, identify planning opportunities and flag account situations that may need adviser attention.

Read the full article on Financial Planning.