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Exit Planning Tools
- Day Zero Guide
- Aha Planner
Community
- The Grid

A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

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👋 Meet Zolid AI

Here to support your company's exit journey — Zolid AI can answer questions and provide insights. Free for now, with fair usage limits.

Your conversations are not shared with others. We may review them to improve Zolid AI.

Ask me anything

Zolid AI may provide inaccurate info, so verify responses.

Family Office: Revision History in The Grid Wiki

Family Office

A family office is a private wealth management advisory firm that serves ultra-high-net-worth individuals (HNWI). Family offices offer a total solution to managing the financial and investment needs of an affluent individual or family.

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This glossary term was recently created and has no revision history. Changes will appear here once updates are made.