Powering Your Virtual Family Office
Intelligent planning service to elevate how families steward their wealth.
Personalized walkthrough · No commitment
Lifestyle Portfolio LegacyTM
3
Boards
Total
Family Continuum
AI
Powered Intelligence
Secure
Privacy-First
Rooted in Purpose
3 Dimensions of Family Wealth
The family tree represents the living architecture of family wealth. Its roots draw from Love — the relationships and values that hold families together. Its trunk is built of Wisdom — the knowledge, experience, and guidance passed between generations. Its canopy is fueled by Money — as the resource that improves the life a family chooses to live.
The SuperplanTM solution is a family wealth and relationship development system that strengthens family connections and pursues a higher purpose.
The platform doesn’t start with portfolios — it starts with what matters most.
Three Dimensions of Family Wealth
Lifestyle Cashflow
Visualize how daily decisions, income streams, and spending patterns connect to long-term wealth.
Portfolio Networth
See the complete picture across public, private, and alternative assets in one unified view.
Legacy
Plan generational transfers, model estate scenarios, and ensure family values endure.
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The Vision Behind Superplan
Five Decades Serving Families
One Simple Platform
Buddy Thomas has worked alongside affluent families since 1982 — guiding them through the complexities of wealth management, legacy planning, and the coordination challenges that come with multi-generational family wealth. Through decades of advising, one truth became clear: families deserve better tools than scattered spreadsheets and siloed advisors.
Superplan® was born from that conviction. Built first for private clients, the platform was designed to bring Lifestyle, Portfolio, and Legacy into one intelligent view — the kind of clarity that was once only available to families with full-service offices and seven-figure overhead. Now, Superplan is making that experience accessible to every family ready to take a more engaging role in stewarding their Love Wisdom Money.
Buddy Thomas
Founder, Superplan Family Wealth
What You Should Know
What is Superplan Family Wealth?
Superplan is an intelligent planning platform built for families navigating complex wealth. It organizes your financial world into three integrated boards — Lifestyle, Portfolio, and Legacy — giving you and your advisory team a single, interactive view of how daily decisions, investment performance, and generational planning all connect. Think of it as the operating layer for your Virtual Family Office.
How is Superplan different from other wealth management platforms?
Most platforms focus on portfolio reporting or back-office accounting for advisors. Superplan is designed around the family — not just their advisors. Our three-board architecture connects lifestyle cash flow, total net worth, and legacy planning in one environment, with intelligent automation that reduces complexity rather than adding to it. Families see their full picture; advisors gain a stronger framework to lead.
Is my financial data secure?
Does Superplan replace my existing advisors?
Not at all — Superplan strengthens the relationship between families and their advisors. The platform gives your financial team a shared, coordinated view of your wealth, making collaboration more effective and conversations more productive. Your advisors remain in the driver’s seat; Superplan simply gives them a better road map.
How do I get started?
It starts with a private demo. We’ll walk you through the platform, understand your family’s unique structure, and show you how the three boards apply to your specific situation. From there, onboarding is guided and hands-on — we don’t hand you software and walk away. Request a demo above and we’ll be in touch within one business day.