Household CFO
Connects cash flow, burn, net worth, and upcoming obligations into one operating picture.
Liquidity & runway ↗Private betaBuilt for financially curious households
Every family.
A Rockefeller.
Everyfeller turns every major financial decision into a sourced, living brief—connecting tax rules, cash flow, investments, and real-world trade-offs in one calm workspace.
No spam. Early members help shape the product.
✓ Sourced research✓ Scenario models✓ You stay in control
Tax research3 rules surfaced
↗Decision room · 04
Rent vs. buy
$221k5-year net outflow
Lower upfront cash- Cash at signing
- $9,400
- Monthly all-in
- $4,120
- Flexibility
- High
14 assumptions trackedTax, financing, maintenance, opportunity cost, and mobility.
Capital pulse$32.4k unallocated
RESEARCH, NOT ADVICE
Everyfeller explains the rules, assumptions, and trade-offs. You make the call—with your own professionals when needed.
Major purchases✦Tax opportunities✦Cash deployment✦Portfolio drift✦Rent vs. buy✦Decision records✦✦✦✦
01 / Your virtual office
A team of perspectives.
One connected picture.
A traditional family office coordinates specialists around one family. Everyfeller brings that operating model to households who have complexity—but not a staff.
Tax researcher
Surfaces applicable rules, eligibility tests, effective dates, and documentation to investigate.
Rules & deductions ↗Investment analyst
Monitors allocation drift, idle cash, concentration, and tax-loss research opportunities.
Portfolio context ↗Controller
Keeps the facts straight across accounts, recurring costs, documents, and decision history.
Records & controls ↗02 / Before money moves
From “what if?” to a
decision you understand.
Everyfeller does the tedious research around a decision, then makes every source and assumption visible.
?
Frame the decision
“Should we rent for two more years, or buy now?”
⌁
Research the rules
Relevant taxes, deductions, financing, and constraints.
∿
Model the trade-offs
Side-by-side outcomes as assumptions change.
✓
Make your call
A clear brief to decide alone or review with a professional.
03 / Research in context
Not another dashboard.
A better decision layer.
01
LARGE PURCHASE RESEARCHThe car you want.
The car you want.
The rules you should know.
Compare total cost while Everyfeller researches business-use tests, potential depreciation treatment, state incentives, and documentation requirements.
IRC §179Business useState rules
02
SCENARIO STUDIORent, buy, or wait?
Model financing, taxes, closing costs, maintenance, rent increases, opportunity cost, and the value of flexibility.
03
CAPITAL PULSEPut idle cash back to work.
See when cash materially exceeds your chosen runway and research the consequences of saving, investing, or paying debt.
04
PORTFOLIO RESEARCHSee the tax story
See the tax story
inside the portfolio.
Surface unrealized losses, replacement exposure research, wash-sale constraints, and allocation drift—without placing a trade.
Loss lotsWash-sale rulesAllocation drift
04 / Trust by design
Clear enough to question.
Useful enough to act on.
Financial research is only valuable when you can inspect it. Every brief from Everyfeller is designed to show its work.
Primary sources first
Rules link back to the law, agency guidance, or original data.
Assumptions stay visible
Change an input and see exactly how the scenario changes.
Dates and uncertainty included
Know when research was checked and where professional review matters.
Your decision, always
No trades, purchases, or filings happen without you.
The advantage of a family office isn’t access to secret answers. It’s having every question investigated in context.
That operating system should not be reserved for the ultrawealthy.
05 / Good questions
A few things
worth clarifying.
Is Everyfeller a financial or tax advisor?+
No. Everyfeller is a research and scenario-planning workspace. It helps you find and understand relevant information; you remain responsible for decisions and can bring the brief to your own advisor, CPA, or attorney.
What kinds of decisions can it research?+
We’re starting with major purchases, rent-versus-buy decisions, cash allocation, portfolio tax opportunities, and household financial planning—then expanding with early members.
Do I need to be wealthy to use it?+
No. Everyfeller is being built specifically to make family-office-grade coordination useful to households far below traditional family-office wealth thresholds.
When will the private beta open?+
Invites will roll out in small groups. Waitlist members will be the first to test the product and influence which research workflows we build next.
Every family deserves
a family office.
Join the waitlist for early access to the family office built for real financial lives.
No spam. Early members help shape the product.