The financial infrastructure your estate has been missing.
Asset Card brings the same institutional-grade financial platform trusted by the yachting industry to private estate management. One live platform for every property, staff member, and dollar spent, with instant transparency for owners.
Everything your estate needs, in one place.
Set budgets, approve spend, pay vendors and see exactly where every dollar lands across every residence, without chasing receipts across inboxes.
Staff & payroll
Every staff expense tracked by property, department and individual. Issue controlled Visa cards, with no personal cards or reimbursement delays.
Vendors & contractors
Pay landscapers, housekeepers, security firms and maintenance by ACH or wire, straight from the estate account.
Property budgets
Set annual and per-property budgets, then track actuals against them live so you always know where each property stands.
Capital expenditure
Renovations, upgrades and large purchases logged and tracked against approved budgets in real time.
Funding requests
Estate managers request, principals approve, funds move, with a full audit trail on every transaction.
Multi-level approvals.
Owners can approve bills and payments directly, or delegate to an estate manager operating within a defined scope. Cards, transfers and vendor payments all flow through a permission structure you control. Nothing moves without the right authorization.
Aurelia EstateOne platform. Every property.
Whether you manage one estate or a global portfolio, Asset Card gives you a consolidated view of every property's balance, budget and spend, live, in one place. Drill into any property for full detail, or stay at the portfolio level for the complete picture.
Instant transparency for owners and managers.
A dedicated view for every stakeholder. Owners see their estate in full detail, managers see the whole portfolio. Same live data, the right perspective for each.
Owner viewCards issued to staff. Control from anywhere.
Issue Visa cards to estate managers, housekeepers and household staff in seconds. Set per-card spend limits and merchant locks so each card spends only where you allow.
- Per-card spend limitsSet a ceiling on every card so each one spends only what you allow.
- Merchant category locksLock a card to fuel, grocery or hardware, and nothing else.
- Freeze or adjust instantlyPause, raise or cancel any card in a tap, from anywhere in the world.
- Issued in secondsSpin up a virtual card for a new contractor without a trip to the bank.
Sofia MarchettiAurelia Estate
Books that are always current.
Import your chart of accounts and every transaction maps to the right cost center automatically, with no manual entry. Your books are audit-ready at all times, whether for your accountant, your family office, or your own review.
The report your principal receives.
Every month closes into a clean, owner-ready report: balances, deposits, spend by category and the full transaction detail. Scroll the sample below, then download the PDF exactly as an owner would receive it.
ASSET CARDSample report · mock dataAurelia Estate
Where the money sits.
Every dollar, coded.
The month, line by line.
Your quant, on standby.
Arvis can answer questions about your estate's spend, categorize transactions, and surface insights across your properties.
Ask Arvis
Your in-app AI agent for the financial side of the estate. Pull reports, create invoices, find receipts and reconcile bills, all in plain language.
One platform for the entire estate.
- Live operations and real-time cash controlPrincipals and estate managers see budget against actual and approvals as they happen, not a binder a month later.
- Banking, cards and payroll in one placeEvery property's accounts, staff cards and vendor payments under one roof.
- USD-native, US-bankedEstate accounts held with regulated US banking partners.
- US-based 24/7 conciergePhone and email coverage, in the same time zone as the principal.
- AI agent built inArvis writes invoices, builds P&Ls and reconciles bills in plain language.
- Reporting weeks after the spendStatements consolidated by hand across banks, cards and spreadsheets.
- Task software that never holds the moneyHousehold management tools track to-dos and vendors, while the banking stays fragmented.
- Generic cards with no property contextCorporate card platforms can't code a swipe to a property or GL line.
- Outsourced, ticket-based supportQueues and time zones between the estate and an answer.
- No AI, no agentBookkeeping is still a person and a spreadsheet.
Trusted to run the assets that matter most.
Caroline WhitfieldPrincipal · Palm Beach & Aspen
Jonathan ReyesFamily Office Director
Mara OlsenEstate Manager · Greenwich
Thomas VegaDirector of Properties
Elena MarchettiPrincipal · Côte d'AzurBuilt for the assets you can't afford to get wrong.
Book a short walkthrough with a member of our team. We'll show you the platform live and answer any questions about how Asset Card can work for your estate.