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Most people overpay taxes, miss strategies, and leave money on the table—not because they're dumb, but because they don't know what questions to ask. X1 fixes that.
See what you've been missing. No credit card required.
Everything you need to stop leaving money on the table.
or $997/year (save $167)
The strategic planning documents that $50M+ families pay family offices to create. Build yours in 15 minutes:
Premium coordination for complex households and family offices.
Need custom integrations, unlimited seats, API access, or dedicated support? We can work with firms managing $100M+ in AUM.
Talk to Our TeamAPI and integration access is available by request for qualified partners.
No. X1 helps you show up to those meetings prepared. We surface the questions you should be asking, the strategies worth exploring, and translate the documents you already have. Your professionals implement—we help you understand.
Start free. If you upgrade and it's not for you, cancel anytime. No contracts, no hassle.
Yes. Your documents and inputs are encrypted in transit and at rest, access is controlled through secure authentication and sharing permissions, and we never sell your information. You stay in control of what you upload and share.
High-income professionals and business owners ($150k-$2M+ income) who suspect they're leaving money on the table but don't know where to look. If you've ever thought “I should probably be doing more”—this is for you.
Multiply your potential, exponentially.
